California Collections from Start to Finish
San Jose Chapter Virtual Meeting

Date/Time:

Saturday, July 27, 2024
12:00 to 2:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

Know what to do the moment a prospective or current client walks in the door with a California tax-due notice. During this presentation, we will discuss step-by-step the best practices & optimal way to manage a CA collections case no matter the dollar amount. Gain confidence to be the best in your office at collection representation with one of the largest collection agencies in the US.

Learning Objectives:
#1: Learn the CA Franchise Tax Board processes for collections & steps to mitigate all collection possibilities. Learn all about CSED & tolling events to better guide clients in resolving their CA debt.
#2: Determine the best practices to assist taxpayers in resolving their CA tax debt in the speediest, least costly way & get them back in compliance.
#3: Know exactly which forms to complete, which supporting documents to send, and how long to expect in the process.

Presenter:

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 the 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.

CPE Information:

2 California hour(s) (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5447

Knowledge Level: Advanced (More experienced)

Cost:

Cost if registered by July 21, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after July 21, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.