Federal Tax Update with the IRS Stakeholder Liaison
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, July 12, 2023
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Emerald Rooms
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Description:

Join us as we hear directly from out IRS Stakeholder Liaison about what's new in Digital Asset reporting, Form 1099K, the new Tax Pro Account with options for submitting POA's and TIA's, as well as other new tax law updates and IRS news. If you have a specific question you would like to submit ahead of time, please email to: [email protected] and we will see if we can get that answered during our time.

Presenter:

Lionel Carrillo, IRS Senior Stakeholder Liaison
Lionel Carrillo was selected as a Senior Stakeholder Liaison in 01/2022. 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, 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 Exam 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:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01844-23-I
CTEC: 1000-CE-5272

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY July 9, 2023
Member Price: $40
Staff or Spouse of Member: $50 
Non-Member Price: $70

Registration Price IF REGISTERED AFTER July 9, 2023
Member Price: $50
Staff or Spouse of Member: $50 
Non-Member Price: $80

Menu options to be selected at the time of registration:

All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information: On-Site Registration is available -- Cash or Check only, please. At-the-door pricing: Member $50, Spouse or Staff Member $50. Non-Member Price $80. 

Click the button below to register!

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.