Tax Pro Account
Sacramento Chapter Meeting

Date and Time:

Tuesday, September 26, 2023
6:00 to 8:00 PM

Location:

Mimi's Cafe
2029 Alta Arden Way
Sacramento, CA 95825

Course Description:

Come meet IRS Stakeholder Susan Du's replacement. Susan Du has been given a promotion and Northern California's IRS Stakeholder Liaison is Yong Li in San Francisco. He is looking forward to meeting all of you and your IRS questions. He will be going over the Tax Pro Account for the taxpayer individual online account, the Employee Retention Credits and then meeting each of us and questions we might have for him.

Speaker:

Yong Li, Bilingual Chinese Stakeholder Liaison Communications & Liaison
Yong Li is a bilingual Stakeholder Liaison Tax Specialist with the Internal Revenue Service. As a bilingual Chinese Stakeholder Liaison, he collaborates, informs and communicates priority outreach messages to all taxpayer communities, including major employers, community associations and tax practitioner organizations to provide significant messages that impact taxpayers to ensure compliance with the tax laws. Yong became a Stakeholder Liaison in 2021. Prior to that, he has held positions in IRS Small Business Self Employed Division as a Revenue Agent in field exam, tax return selection, and case processing. He has worked for the IRS for over 15 years. During this period of time, he has gained many skills and expertise on the whole life cycle of the tax returns from filing and processing of the returns, exam selection, field exam, to post-exam case processing.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01887-23-I
CTEC: 1000-CE-5324

Knowledge Level: Basic (No prior knowledge expected)

Cost (Price includes meeting and beverage. This does not include alcohol):

Member: $30
Non-member: $60

Please contact Marianne Bradford at [email protected] or 916-451-1101 to register.

Cancellation and Refund Policy for Meeting Purchase:
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.