California Tax Updates for 2019
Temecula Valley Chapter Meeting

Date and Time:

Wednesday, August 7, 2019
5:30 PM to 8:00 PM

Location:

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

Topic: California Tax Updates for 2019

Meeting Agenda
• Taxpayers’ Rights Advocate’s Office
• Current Issues
• Legislation
• Earned Income Tax Credit
• Communicate with FTB
• Fraud and ID TheftTaxpayers’ Rights
• Professional and Courteous Service
• Privacy and Confidentiality
• Representation
• Advocate Equity Relief
• Help With Unresolved Tax Problems
• Protests, Appeals, and Judicial Review
• Pay No More than the Correct Amount of Tax Education and Outreach Traditional - Live Presentations
• Small Business – Forms of ownershipDigital On-line - Presentations
• Social Media/You Tube

Presenter: Marc Narlesky, 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-4619
IRS: N/A

Knowledge Level:
 Basic

Registration:

Members: $32
Non-Members: $48

Please sign-up at the meeting or contact Elyse Beltz to register:

email: [email protected]
phone: 951-212-5942

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.