California Collections from Start to Finish
San Jose Chapter Meeting

Date/Time:

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

CPE Information:

IRS: 
CTEC: 

Knowledge Level: 

Cost:

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.