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FTB Update and OIC & Innocent Spouse Relief / IRC Section 6015 - San Jose Chapter Chapter Meeting 10.16.19
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, October 16, 2019, 6:00 PM - 9:00 PM PST
Category: Chapter Meetings

FTB Update and OIC & Innocent Spouse Relief / IRC Section 6015
San Jose Chapter Meeting


Wednesday, October 16, 2019
First Speaker: 6:00 - 8:00 PM
Second Speaker: 8:00 - 9:00 PM


Biltmore Hotel
2151 Laurelwood Rd
Santa Clara, CA 95054


FTB Update and OIC

FTB will describe services available from the Taxpayers’ Rights Advocate’s Office when “normal channels fail.” He will also cover other topics including but not limited to recent legislation changes, communicating with the FTB, Earned Income Tax Credit (EITC) as well as other changes to various processes and procedures. Marc will provide an overview of FTB collection process and what to expect when you request administrative dissolution or an offer in compromise.

Innocent Spouse Relief / IRC Section 6015

Innocent Spouse Relief / IRC Section 6015Taxpayers that file joint tax return with balances due or have tax increases during audit examination are jointly and severally liable for payment. When one spouse has earned and controlled the household income sources, but did not pay over the required tax payments, the other spouse may be eligible for innocent spouse relief. We will review IRC Section 6015 and IRS Form 8857 Request for Innocent Spouse Relief and provide examples of real cases.


FTB Update and OIC
Marc Narlesky, Technical Assistant to the Advocate at the Franchise Tax Board

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.

Innocent Spouse Relief / IRC Section 6015
Barbara N. Doherty JD, LLM

Barbara N.Doherty is an attorney in private practice with offices in Oakland and Palo Alto. Her practice is focused in tax controversy and tax litigation matters with the IRS, FTB, BOE and EDD. Barbara was previously a senior tax accountant, specializing in complex, international accounting and real estate partnership transactions. She began as an associate attorney at Taggart and Hawkins, a boutique tax law firm located in Oakland. Barbara serves as counsel on a wide range of tax matters, specializing in innocent spouse, delinquent return preparation, financial coaching, and forensic accounting. She can be reached at (650) 250-3734 or [email protected]

CPE Information:

FTB Update and OIC
2 California Hours
CTEC: 1000-CE-4653
IRS: None

Innocent Spouse Relief / IRC Section 6015
1 Federal Tax Law Hour
CTEC: 1000-CE-4654
IRS: 18QC1-T-01268-19-I

Knowledge Level (FTB Update and OIC): Update
Knowledge Level (Innocent Spouse Relief / IRC Section 6015): Overview 


Registration Fee before 10/14/19 (Member): $50
Registration Fee before 10/14/19 (Non-Member): $70
Registration Fee after 10/14/2019 (Member): $70
Registration Fee after 10/14/2019  (Non-Member): $90


Please register below or contact Melissa Mora to register for this event.
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

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

Contact: Melissa Mora at [email protected] or (408) 981-1610