Federal Updates
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, May 15, 2024
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

Lionell Carrillo, Senior Stakeholder Liaison, will discuss some updates regarding the Employee Retention Credit: Updates include how to withdraw an ERC claim, how to apply for the voluntary disclosure program, and penalty relief related to claims for the employee retention credit. He will review some of the Tax Cuts and Job Act credits set to sunset in 2025. In addition he will talk about the IRS Data Book, this report describes activities conducted by the Internal Revenue Service during Fiscal Year 2023 (October 1, 2022, through September 30, 2023). It provides information on returns filed and taxes collected, enforcement, taxpayer assistance, the IRS budget and workforce, and other selected activities.

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, 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 hour(s) (Topics covering new tax law)

IRS: 18QC1-U-01972-24-I
CTEC: 1000-CE-5415

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (online registration only accepted through Sunday, May 12 at 11:59 PM PST)
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

Cost: (if registering after Sunday, May 12 at 11:59 PM PST)*
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

NOTE: Online registration only accepted through Sunday, May 12, 2024, 11:59 pm. Late registration can be made with the chapter after online registration closes. Late registration members: $45, non-members: $75. For late registration email [email protected] or [email protected]. Provide name, PTIN, CTEC number and meal choice. We will respond within 24 hours. Pay on-site check or cash only, no credit cards. Very limited space will be available for Walk-Ins! Late registration price applies.

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.