Temecula Valley Chapter Meeting
California's Office of Tax Appeals

Date and Time:

Wednesday, December 4, 2019
5:30 p.m. - 8:00 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic: California's Office of Tax Appeals

The Office of Tax Appeals or OTA is the primary point of contact for taxpayers, tax professionals, attorneys, representatives, tax agencies and all other stakeholders in need of information regarding OTA’s organization and the appeals process.Ms. Dana Holmes, Ombudsperson and Ms. Theria Martin – Chief Deputy Director, will be sharing what is new in the organization, the kind of appeals they handle and who can benefit from their assistance. They will be answering questions for those who have them.

Presenters: Theria Martin – Chief Deputy Director / Dana Holmes, Ombudsperson

Dana Holmes is currently the Ombudsperson for the Office of Tax Appeals or OTA. She is the primary point of contact for taxpayers, tax professionals, attorneys, representatives, tax agencies and all other stakeholders in need of information regarding OTA’s organization and the appeals process.Ms. Holmes previously served as a Hearing Information Assistance Officer for the California State Board of Equalization. She was an outreach liaison for taxpayers, petitioners, and attorneys to resolve sensitive, complex tax issues in cases before the Board. She has over 30 years of state service experience, with a track record in taxes, communication, compliance and auditing. She holds a Bachelor of Science in Business Administration from California State University, Fresno.

Theria Martin is the Office of Tax Appeals Chief Deputy Director. She previously served as The Franchise Tax Board’s Director of Filing Compliance where she was responsible for overseeing tax compliance administration for personal income tax and corporation tax, worth more than $3 Billion in revenue annually to the State of California. During her 30 year career in state government, she has held multiple executive leadership positions in the areas of tax program development and administration, policy development, as well as information technology. She brings many years of specialized management experience in organizational development, communications, risk mitigation, employee and supervisory training, leadership development, and Equal Employment Opportunity. She holds a Bachelor of Science in Business Administration from California State University, Sacramento.

CPE Information:

2 California Hours
CTEC: 1000-CE-4692
IRS: N/A

Knowledge Level:
 Intermediate

Registration:

Members: $32
Non-Members: $48

Register onsite. Please include your PTIN and EA or CTEC numbers when registering.

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.