Dinner Meeting: Thursday, Feb. 2, 2017
Courtyard by Marriott
600 East Esplanade Drive
4:30 PM-Board Meeting
Program: "State Tax Updates"
California has enacted new tax legislation, and the FTB has issued new forms and regulations for the upcoming filing season. Susan will speak on why the Advocate Office was created and provide us with helpful forms and contact info. In addition, she will also talk about Taxpayer Advocate Equity Relief, Systematic Issues Management System (SIMS), Fraud and Identity Theft issues, and whom to contact and what forms are needed if and when it does happen. She will also discuss the new tax laws regarding Foreign Reporting, Community Property, new corporate and partnership filing dates as well as current issues, changes to the Head of Household form, EITC and future issues regarding 540X, challenging license suspensions, and extension payments. Attendees will be reminded of several ongoing issues and contact information for various FTB units.
Students will learn about the new CA tax law and regulatory changes, enhanced MyFTB account products and services available to preparers and criteria for using Taxpayer Advocate's help.
Presenter: Susan Maples, CPA:
Ms. Maples is the Taxpayer Rights Advocate for the FTB and is responsible to ensure taxpayers' rights are protected. As the Advocate her responsibilities include coordination and resolution of taxpayer complaints and problems.
She has been with the FTB 20+ years working in both Sacramento and the Southern California field offices. She started as an auditor and has experience with personal income tax and corporate tax law. She has worked closely with the practitioner community in her previous role as the Tax Practitioner Liaison to FTB and presented a variety of topics with the Education and Outreach program. She also worked as a Public Affairs spokesperson.
Susan earned her CPA license while with the FTB.
CPE Hours: 2 Hours California Tax Topics or CSEA/NAEA
Meeting Cost: Pre-registered $35 Members/$40 Non-Members – $5 more at the door.
On-Line Registration: Click-Here
RSVP: Linda Wall EA at 805-340-8822; Fax-805-667-8288, or email at email@example.com