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CSTC Academy: Summer Symposium Series - California Collections - Start to Finish
Thursday, June 24, 2021, 8:30 AM - 10:10 AM PDT
Category: CSTC Summer Symposium

California Collections - Start to Finish
Thursday, June 24, 2021
8:30 AM to 10:10 AM

Speaker: Veronica Marelli, EA
2 California Hours
IRS: None
CTEC: 1000-CE-4876

Session Description:
This course will aid tax professionals in the understanding and use of the California Franchise Tax Board collections process from basic notices to advanced solutions. We will be covering individual and business issues. In addition to the basics, we will go over tips and tricks to aid us all in assisting our taxpayers through this intimidating and important process. Become a hero and build client retention and loyalty.

Knowledge Level: Intermediate

Learning Objectives:

#1: How to read and understand FTB collection notices.

#2: How to respond to FTB collection notices.

#3: Gain experience on how to proactively protect your taxpayers from entering the collection process.

Veronica Marelli, EA

Veronica has a formal education in Accounting, and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist.

She has recently added Profit First consulting to her firm. She is approximately one of only 140 tax professionals in the US to become a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty.

Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code.

Veronica has a vast amount of experience serving and working on Board of Directors. She has, or is currently serving on five different boards of Not for Profit organizations. These organizations have helped our communities by providing shelter for abused women and homeless teenagers, feeding underprivileged children, and the planting of new Christian Churches.