Program Overview

Hosted by East Bay

Speaker   Karen Brosi, EA, CFP and Angela Jones, FTB Taxpayer Advocate

Panel discussion on California Tax Issues, questions submitted in advance for panelists, and possibly at the meeting, time permitting. Transcript of the session will be emailed to subscribers of the EBAEA News mailing list. The advance questions for this meeting are only starting to come in. This FTB Panel meeting is regularly held at the February EBAEA meeting and is always very informative and educational. Last year, the questions included 1) CA withholding on trust property sale; 2) Online income and CA; 3) CA conformity to PPP loans; 4) Misapplied payments; 5) Superseding returns for PTE's; 6) Partnership returns; 7) Form 3895; 8) Nevada employee and CA law firm; 9) Exactly what is CA source income; 10) Residency; 11) CA K-1 from S Corp; 12) CA DE4; 13) My FTB Account; 14) CA conformity to federal treaties.

1. Learn how and when to contact FTB.
2. Learn where other practitioners are having issues.
3. Learn best practices as explained by FTB Taxpayer Advocate.

Have Questions for the Panel?
Email your questions in advance, preferably by Friday morning, February 16th to Mike Power, EA, CFP, at mpower@powerinvesting.net

This will allow our speakers time to research your questions. Let us be respectful of their time and extend the speakers
You will also likely get a better answer as they will have more time to do research.

Prerequisites & Advance  Preparation      None,

Continuing Education

IRS: 0 hours  (does not qualify for federal CE)   |   CTEC:  2 hours California Taxes    |   CA Bar:  1.75 hours Taxation Law  |   CPA CA: 2 hours Taxes 

Pricing

Member: $24.95    |   Non-Member: $49.95

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Please contact the host chapter at eastbay@csea.org for refund/cancellation policies related to this event.