Franchise Tax Board California Update
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, June 19, 2024
5:00 to 7:00 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:

The Franchise Tax Board will give a 2-hour presentation which will include the following items:
Overview of the Taxpayers Advocate Office
Legal Updates
Emerging Issues
How to best communicate with the Franchise Tax Board

Presenter:

Anna Cowperthwaite, Assistant Technical Advisor to the Advocate, Taxpayers' Rights Advocate's Office
Anna Cowperthwaite has been with Franchise Tax Board (FTB) for 18 years. Prior to joining the Taxpayers' Rights Advocate's Office, Anna worked in the Criminal Investigations Bureau as a Forensic Auditor conducting more complex technical examinations of seized individual, business and bank records to reconstruct income and compute tax liabilities to the standard of proof required for criminal tax prosecutions. Anna also has experience with sourcing and residency issues.Anna is a graduate of Sacramento State University with a Bachelor of Science Degree inBusiness Administration, with an emphasis in Accounting.

CPE Information:

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

IRS: N/A
CTEC: 1000-CE-5420

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by June 16, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after June 16, 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.