Offer and Compromise, and Federal Updates
Temecula Valley Chapter In-Person Meeting

Date/Time:

Wednesday, December 6, 2023
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92563

Topic: 

We will learn how to do an offer and compromise online: We will look at the new tool available to tax professionals to see if their clients qualify for the offer and compromise program, before they even start the process. Time permitting, we will also hear about important tax law updates.

Presenter:

Lisa Hamilton, Department of Treasury Stakeholder Liaison
Lisa is a Stakeholder Liaison with the Internal Revenue Service, Small Business/ Self-Employed Division. Her duties include working as a relationship manager for small business owners and the practitioner community. She has held a variety of other positions with the agency, including an Appeals Officer for the Appeals Division, a Tax Compliance Officer for the Examination Division, and a Revenue Officer for the Collection Division. Lisa attended Cal State Los Angeles where she studied Accounting and Economics. She has utilized her skills as a presenter to various organizations and extensive volunteer efforts at VITA sites. She has also served at disaster relief sites on behalf of IRS.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01921-23-I / 18QC1-T-01920-23-I
CTEC: 1000-CE-5362

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $38
Registration Fee (Non-Member): $68

Cancellation and Refund Policy:: 
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.