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Recent Developments, IRS and California Franchise Tax Board - San Jose Chapter Meeting 12.18.19
Biltimore Hotel
2151 LAURELWOOD RD
Santa Clara, CA 95054
Wednesday, December 18, 2019, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Recent Developments, IRS and California Franchise Tax Board
San Jose Chapter Meeting

Date/Time:

Wednesday, December 18, 2019
6:00 PM to 9:00 PM

Location:

Biltmore Hotel
2151 Laurelwood Rd
Santa Clara, CA 95054

Topic: 

This program will provide you with an update on recent developments dealing with federal and state tax controversy involving the Internal Revenue Service and California Franchise Tax Board. Topics to be covered include: (1) IRS Passport Program; (2) Crypto Currency; (3) tax fraud; and (4) Income taxation trusts in California; (5) Handling FTB notices; and (6) California residency.

Presenter: Steven L. Walker, Law Offices of Steven L. Walker, PLC

Steven Walker is a former IRS Trial Attorney and an adjunct professor at the University of San Francisco School of Law. Steven L. Walker focuses on tax controversy and litigation and has experience both in private practice and government service. His practice focuses on representing clients in sensitive tax controversies with the Internal Revenue Service and state and local taxing agencies including the California Franchise Tax Board, the State Board of Equalization, the Employment Development Department and county assessment appeals boards. His clients include individuals, corporations, investors, partnerships and trusts and estates. He also handles international tax compliance issues and bankruptcy tax matters. He handles litigation in U.S. District Court, U.S. Bankruptcy Court, U.S. Tax Court, and the Court of Appeals for the Ninth Circuit.

CPE Information:

2 Federal Update Hours
1 California Hour

IRS: 18QC1-U-01292-19-I
CTEC: 1000-CE-4678

Knowledge Level: Update

Cost:

Before 12.16.19
Registration Fee (Member): $50
Registration Fee (Non-Member): $70

After 12.16.19
Registration Fee (Member): $60
Registration Fee (Non-Member): $80

Dinner included with paid registration.

Last date to cancel reservation is December 16, 2019 at 10:00 a.m.

Registration:

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

The San Jose Chapter does accept onsite registration.


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.


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