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

Date/Time:

Wednesday, November 13, 2024
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, CA 92705
Plenty of Free Parking. Please do not park in the Elk Member Only area.

Topic: 

Join us to hear directly from our IRS Stakeholder Liaison as he updates us on recent tax law updates, collection and enforcement issues.

Presenter:

Lionel Carrillo, Senior Stakeholder Liaison
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 two-way dialogue. Lionel has over 30 years of experience with the IRS. He started his career working the phone lines addressing tax law and tax account issues. Lionel has worked in Exams as well as Collections and worked in Offers in Compromise cases. While in OIC, Lionel would also work closely with Appeals and Tax Court as well as Exam.

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02058-24-I
CTEC: 1000-CE-5522

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Price IF REGISTERED BY November 11, 2024
Member Price: $47
Non-Member Price: $77

Registration Price IF REGISTERED AFTER November 11, 2024
Member Price: $52
Non-Member Price: $82

Pre-registration is preferred so that we can update the chef/venue with a menu count. Make your meal selection when you register. Walk/ins are always welcome at the door also, however we can only accept check or cash on site.

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.