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CA Tax Updates - Temecula Valley Chapter Meeting
Richies Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562
Wednesday, May 03, 2023, 5:30 PM - 8:00 PM PDT
Category: In-Person Chapter Meetings

CA Tax Updates
Temecula Valley Chapter In-Person Meeting

Date/Time:

Wednesday, May 3, 2023
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92563

Topic: 

Overview of the Taxpayers’ Rights Advocate’s Office” and how we may assist you with your clientsLegislative UpdatesCurrent Issues/TrendsCommunicating with the FTB

Presenter:

Janie Tran State of California Franchise Tax Board Technical Advisor to the Advocate Taxpayers' Rights Advocate's Office
Janie Tran has been with Franchise Tax Board (FTB) for over 35 years. Prior to joining the Taxpayers' Rights Advocate's Office, Janie provided excellent customer service for the State of California as an Auditor, Technical Lead, Hearing Officer, and subject matter expert for pass-through entities, personal income taxes, and business entity taxes. Janie served as FTB’s liaison to the Board of Equalization Chair where she participated in education and outreach activities in conjunction with her primary role as the Tax and Policy Advisor for income and sales tax appeals. She also has several years' experience as a project analyst and supervisor where she led audit discovery projects and a variety of collection and filing enhancement initiatives. In addition to her technical experience, Janie spent six years as an administrator in FTB's collection and filing programs. Janie is a graduate of Sacramento State University with a Bachelor of Science degree in Business Administration, with an emphasis in Accounting.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5244

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $38
Registration Fee (Non-Member): $68

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.