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San Jose Chapter Chapter Meeting 09.19.18
Wednesday, September 19, 2018, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

San Jose Chapter Meeting
FTB Taxpayers’ Rights Advocate’s Office California Tax Updates &
Basic demonstration of how to get started using VeriFyle using secured information.


Wednesday, September 19, 2018
6:00 PM to 9:00 PM
Registration begins at 5:30pm


Biltmore Hotel 

2151 Laurelwood Road
Santa Clara CA, 95054


6:00-8:00 PM
FTB Taxpayers’ Rights Advocate’s Office California Tax Updates 

How to work with the Taxpayers’ Rights Advocate and how to Communicate with FTB. Discuss current and future issues. What to know about Earned Income Tax Credit (EITC). What to know about Fraud and ID Theft. Discuss on the Legislation. What to know about Preparation and Representation of Power of Attorney.

Presenter: Marc Narlesky, (FTB) Technical Assistant to the Advocate Taxpayers' Rights Advocate's Office

Marc is a Technical Assistant to the Advocate in the Franchise Tax Board’s (FTB's) Taxpayers' Rights Advocate’s Office. He has been a member of the Advocate’s Office since December, 2015. Marc started with the FTB in 1989, working as an Auditor and Reviewer. He has held staff positions for divisional budgeting as well as acting as a business lead for FTB's Activity Based Costing project where he learned the operations of the department. Marc’s professional experience began in public accounting. He has worked in general practice with a multi-service firm and as a financial auditor of non-profit organizations. Marc earned his Certified Public Accountant in 1992. He graduated from San Jose State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and a minor in Industrial Technology.

CPE Information:

2 California Hours

CTEC: 1000-CE-4415

Knowledge Level: Advanced/Update

Basic demonstration of how to get started using VeriFyle using secured information

Presentation will include: Basic demonstration of how to get started using VeriFyle. Step by step on how to setup up contacts and how to have clients look into secured documents. Practical examples of use-cases for VeriFyle for a tax practice. Information security issues will be discussed throughout presentation and how we can make sure clients documents are secured

Presenter: Dana Shibley, Vice President of VeriFyle

Dana has been involved with establishing and communicating frameworks for risk assessment and management since the beginning of his career. He began at Royal Bank of Canada where he worked with banks and corporations around the globe hedging financial interest rate risk and currency risk on both sides of the balance sheet. Later, he wrestled with risk of a different flavor as he worked with technology companies in the protection and monetization of intellectual property, where risk-tradeoffs of potential and actual litigation around that intellectual property are constant strategic and financial considerations. Dana currently serves as Vice President for VeriFyle, in Silicon Valley, which leverages patented encryption key management technology to isolate information risk at a granular level and stop the devastating bulk-access-vulnerability that threatens businesses and individuals today. Dana holds an MBA from The Wharton School of the University of Pennsylvania.

CPE Information:

1 Hour Federal Tax Law
1 Hour Federal Update

IRS: 18QC1-U-01042-18-I & 18QC1-T-01043-18-I

Knowledge Level: Basic


$40 Members
$50 Non-Members
Last Day to Cancel is
 September 14


Event Contact: Bob Searle
Contact Phone: 510-773-2658 - please text before calling
Contact Email: [email protected]

Payment will be collected at the door.
Dinner included with registration fee.

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.

Contact: Event Contact: Bob Searle; 510-773-2658; [email protected]