California Tax Agencies Unlocked is the fast-track way for you to sharpen and enhance your tax resolution skills at the state level.

This one-of-a-kind, intensive, program will be held online August 29, 30 and 31, 2023. It is designed to provide you with the tools you need to confidently represent your clients before the Employment Development Department (EDD), Franchise Tax Board (FTB), and the California Department of Tax and Fee Administration (CDTFA) 

Featuring knowledgeable speakers comprised of both tax practitioners and tax agency representatives, participants will first delve into representation from a theoretical perspective. Then, to reinforce what was learned, participants will analyze and dissect real case studies, thereby neatly cementing what was learned.

Bottom line, you will walk away from this program with a deep understanding of the latest in tax representation, and you will also have a firm grasp regarding the latest updates on agency best practices.


FTB – (up to 7 hours state CE) All focus will be on representation and we have a great line up of speakers!  Laura Strombom, EA, will be presenting the private sector information, while Angela Jones, Taxpayer Rights Advocate and six other professionals will present on the agency’s behalf.  The class will cover an overview of FTB’s divisions; the Audit Process from Initial Contact Letter (ICL) to Determination; Appeals; Collections, and Case studies. 

EDD – (up to 7 hours state CE) Allison Soares, Esq. and Hans Hoglund return to lead another dynamic learning event.  The agenda includes audits, appeals, and collections with case studies.  This year they will focus on business to business exceptions, which is a hot topic right now.

CDTFA – (up to 4 hours state CE) Jonathan Amitrano, Esq. and Bradley Miller will lead another information packed session on sales and use tax audits, appeals and collections, that will include a discussion of Economic Nexus and the Marketplace Facilitator Act, the managed audit program, cannabis reform, the OTA and Settlement program, TRUE (a joint agency task force investigating the underground economy), and new collection case studies.


Webinar Bundle

You can save significantly by purchasing the webinar bundle, which includes all three agency webinars. Please refer to the other three tabs for descriptions, continuing education, etc.  

  • EDD| Tuesday, August 29 | 8:30 am - 4:30 pm, Pacific
  • FTB | Wednesday, August 30 | 8:30 am - 4:30 pm, Pacific
  • CDTFA | Thursday, August 31 | 8:30 am - 12:30 pm, Pacific

Pricing (includes all three webinars, comprehensive materials including case studies, and all webinar recordings):
  • Early bundle rate through midnight on Aug 3: Member $286 | Non-Member $331
  • Regular bundle rate through midnight on August 22: Member $306 | Non-Member $351
  • Late rate: Member $326 | Non-Member $371
Can't attend the live webinars? Register anyway and you will receive all of the webinar recordings and materials after the event has concluded!

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