CA Tax Update
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, August 16, 2023
5:00 - 7:00 PM PST

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 does require registration before entering the meeting. 

Topic:

The Franchise Tax Board’s California Tax Law Updates will discuss how the Taxpayers’Rights Advocate’s Office can assist with California tax issues. We will provide updates on legislative matters and other current tax topics. In addition, we will review information and tips on how to best communicate with FTB.

#1: Understand how the Taxpayers’ Rights Advocate’s Office can assist with California tax issues.
#2: Identify current and emerging legislative matters.
#3: Recognize how to best communicate with FTB.

Presenter:

Victoria Ramirez, Technical Advisor to the Advocate Taxpayers' Rights Advocate's Office
Victoria Ramirez has been with Franchise Tax Board (FTB) for over four years and works as a technical advisor to FTB's Taxpayer Advocate solve taxpayers’ and tax professionals’ complex and sensitive tax inquiries. Prior to joining the Taxpayers' Rights Advocate's Office in June 2022, Victoria worked in FTB’s Public Affairs Office for two years where she communicated with the media to share tax news and tips with the public and responded to sensitive media inquiries. She also has experience as a tax auditor with FTB’s Individual & Pass-Through Entity Audit division.

Prior to joining FTB, Victoria was a tax manager in a public accounting firm and specialized in the taxation of pass-through entities and real estate investment partnerships. Victoria also represented the State of California in 2022 as a member of the IRS’ Taxpayer Advocacy Panel where she volunteered her time to improve IRS services and customer experience. Victoria holds a Master’s Degree in Taxation from Golden Gate University, Bachelor’s degrees in Accounting and Spanish, and a CPA license.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: None
CTEC: 1000-CE-5252

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration before August 13, 2023
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Registration after August 13, 2023
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.