Form 1099-K and Highlights of the Internal Revenue Activities During the 2022 Fiscal Year
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, May 17, 2023
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

Lionel Carrillo, Senior Stakeholder Liaison, will discuss Form 1099-K and highlight the Internal Revenue activities during the 2022 fiscal year.

Presenter:

Lionel Carrillo, Senior Stakeholder Liaison, Communication and Liaison, Internal Revenue Service
Lionel Carrillo was selected as a Senior Stakeholder Liaison in January 2022. As a Senior Stakeholder Liaison, he is responsible for providing his external partners a communications and outreach capability that promotes understanding of the agency’s mission and goals, promotes two-way dialogue, and builds relationships with the tax professional community, government agencies, businesses, and groups outside the tax community. The overriding goal is to help taxpayers understand and meet their tax responsibilities. Lionel has over 30 years of experience with the Internal Revenue Service. Lionel started his career working the phone lines, addressing tax law as well as tax account issues. It was during this time that Lionel was involved with VITA, managing outreach compliance programs with the cooperation of Exam and Collections, coordinating training, and assisting in disaster relief responses. Lionel has worked in Exams as well as Collections. Prior to joining Communication and Liaison, Lionel worked Offer in Compromise cases. While in Offer in Compromise, Lionel would work closely with Appeals, Tax Court, as well as Exam.

CPE Information:

1 Federal Law hour (Topics covering existing tax law)
1 Federal Tax Update hour (Topics covering new tax law)

IRS: 18QC1-U-01824-23-I / 18QC1-T-01823-23-I
CTEC: 1000-CE-5249

Knowledge Level: Basic (No prior knowledge expected)

Cost:

MUST REGISTER BY SUNDAY, MAY 14, 2023 AT 11:59 PM
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

*No registrations can be accepted after Sunday, May 14, 2023, 11:59 pm. Please make your reservations by the deadline! The DoubleTree cannot accommodate Walk-Ins! If you missed the registration deadline email or call Hilde Morrow: [email protected], phone: 951.836.3006 to be put on a waitlist (a late registration fee will apply).

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or Chapter email: [email protected].

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.