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Monthly Dinner Meeting – September 17, 2015


My FTB Overview & Updates

Speaker: Susan Maples, CPA, Franchise Tax Board Taxpayers’ Rights Advocate

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

Susan Maples, CPA, Tax Practitioners Liaison, will review with the group, what is going on with the current MyFTB and where it is going. With a new enhanced version coming to practitioners everywhere, what does it means for us? What will the new MyFTB be capable of once the new MyFTB launches in January 2016.  

The MyFTB application increases personal income taxpayers, business entity taxpayers, and tax preparers’ online flexibility and functionality. The Speaker will discuss all of the new features of MyFTB.

One of FTB's foundational principles and top priority is the security and privacy of taxpayer information. The delay of the launch of the enhanced MyFTB until January 2016 was to implement additional identity verification during the registration process.

MyFTB Enhanced Features-Additional enhancements for POAs:

1. View your clients’ alerts, contact information, account status, and electronically filed tax returns.

2. View most notices and correspondence.

3. Submit a Nonresident Withholding Waiver Request (Form 588).

4. Protest a Proposed Assessment.

5. Submit POA’s directly into MyFTB.

 

Speaker Bio:

Susan Maples is the Taxpayers’ Rights Advocate for the Franchise Tax Board (FTB) and is responsible to ensure taxpayers’ rights are protected. As the Advocate her responsibilities include the coordination and resolution of taxpayer complaints and problems; and education and outreach efforts to taxpayers and tax practitioners. She has been with the FTB for 20+ years working in both Sacramento and the Southern California field offices. She started as an auditor and has experience with personal income tax and corporate tax law. Susan has worked closely with the practitioner community in her previous role as the Tax Practitioner Liaison to FTB and presented a variety of topics with the Education and Outreach program. She also worked as a Public Affairs spokesperson.

 

 

Register at https://www.123signup.com/event?id=pzdpn

 

 

Board Meeting begins at 4:45pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by September 14th- $35/$40

Members/Non-Members who RSVP after September 14th- $40/$45

* Any unpaid reservations not canceled on or before September 14th will be billed.

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


Hear from our Local Taxpayer Advocate


Big Valley Chapter of CSEA

September 10, 2015

Stockton Hilton - 5:30PM - 8:30 PM

Daniel M. Maiuro, CPA, MST
LOCAL TAXPAYER ADVOCATE

Daniel M. Maiuro is currently the Local Taxpayer Advocate for Northern California. He supervises an office of 10 case advocates and support personnel working with taxpayers, representatives and congressional offices in resolving various IRS problems and issues such as ID theft, collection and exam issues and preparer fraud. Prior to coming to the Taxpayer Advocate Office, Dan was a self-employed CPA for over 10 years assisting individuals and various business entities with return preparation and representing them before all state tax agencies. Dan is a licensed CPA with a Masters in Taxation from Golden Gate University and proudly serves as a personnel officer in the California Army National Guard.

During the 2 hour dinner meeting he will cover the following hot topics!

1. Your client’s identity is compromised, now what?
2. Fraudulent returns filed.
3. Refunds delayed due to theft.
4. Your elderly client cashed in savings to pay phone scams.
5. Embezzlement and Payroll Service Provider.
6. Is your client Red Flagged?
7. LTA? What? Never heard of it.
8. Have a question to the LTA, send it in early so it can be addressed.

RSVP: CATHIKORELIN@SBCGLOBAL.NET
OR CALL 209-589-7326

COST:
Members: $40.00 Reserved, $45.00 At the Door

Non Members & Guest: $45.00 Reserved, $50.00 At the Door


2015 Mini Seminars


Mini Seminars

For full details please see the attached flyer!

 

Tax Research

October 22, 2015   1 pm – 4 pm

 Mary Ann Maxson, MST, EA, USTCP

 

Representation Beyond the Basics of IRS, FTB, BOE, and EDD Audits, Appeals & Case Resolution

October 29, 2015   1 pm – 4 pm

Betty Williams, Attorney at Law and Matt Carlson, Attorney at Law


Tax Strategies for S-Corps and Blunders That Can Derail Them

November 5, 2015   1 pm – 4 pm

 Randy Roth, EA, MSFS, CSA

 

Taxation & Estate Planning Strategies Tax Preparers Need to Know

November 12, 2015   1 pm – 4 pm

 Amy H. Halloran, Attorney at Law


Choice of Business Entity – Helping your Client Make the Right Choice

November 19, 2015   1 pm – 4 pm

Torie Charvez, EA

 


REGISTER

 

Use the attached registration form and fax to 916-863-7765

 

SACVALLEYEDUCATION@GMAIL.COM


916.863.7767

 

 

Class sizes are limited! Payment must be received before the class in order to secure your place.

 

Paying by credit card – Please fax your completed registration form!

 

Paying by check - Fax the completed registration form and mail it with a check (payable to Sac Valley CSEA) to our education committee at By the Numbers, 6939 Sunrise Blvd, Ste 115, Citrus Heights, CA 95610.


 

Location

 

Incompass Tax

4600 Roseville Road, Ste 260

Sacramento, CA 95660


Future Dinner Meetings


Sacramento Valley Chapter of CSEA

2015 – 2016 Dinner Meetings

 

 

October 22, 2015 – Dinner Meeting

Topic: Social Security

Speaker: Richard Ogg, EA, CFS

·         Please note a change in our meeting schedule for October, we will not be meeting on the 3rd Thursday of the month. Since the 3rd Thursday of the month is October 15th we have moved the meeting back a week to October 22nd.

 

 

November 19, 2015 – Dinner Meeting

Topic: Schedule D

Speaker: Torie Charvez, EA

 

January 21, 2016 – Dinner Meeting

Topic: Ethics

Speaker: TBD

 

May 19, 2016 – Dinner Meeting

Topic: TBD

Speaker: TBD


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