Current Advocacy Issues

What's going on in Advocacy?

DISASTER RELIEF is creating confusion with the numerous releases from IRS and FTB.  Here is a quick reference for all we know. DISASTER RELIEF   Updated 3/8/2023 (now includes Kern, Lassen and Plumas counties under IRS CA-2023-01).

Per IRS, no interest will be charged on payments made by the extended due date of October 16, 2023.  See more information here: IRS Interest and Pension Information  Thank you to Jane Ryder, EA, CPA for this great information!

Affected or Not?

Still confused about disaster tax relief, extensions, payments?  Who is affected? The extension to October 16, 2023 for filing and making payments applies to individuals and businesses in the counties identified by the FTB on its website at: Emergency tax relief.  If a taxpayer lives or has a business in one of the 51 counties identified, they are eligible for the extension to file and pay.  These folks are generally referred to as “affected taxpayers.” 

Taxpayers who were directly impacted by the storms, and had damage as a result, are also considered affected, however the difference is these affected taxpayers may be able to claim disaster losses.  The FTB website has a list of disasters with disaster codes to use when claiming a disaster loss.  The FTB TPA expects that table to be updated to include Tuolumne County with a disaster code of 141. 

As always, check the FTB website for updates on this information.

NAEA Testifies Against Enrolled Agent User Fee Increases 

5/20/2022 
   NAEA testified against proposed increases to Enrolled Agent user fees during a May 11 hearing, which was held via teleconference before the IRS and the Treasury.
   

EAs Discuss SALT Tax Workaround and Conformity at 2022 Stern-Mulak Advocacy Week 

1/21/2022 
   CSEA has successfully completed another Stern/Mulak Advocacy Week, which took place in lieu of the typical Legislative Day held at the State Capitol.
   

Two-Thirds of Californians to Receive Golden State Stimulus Payments 

7/16/2021 
   Under the second stimulus package approved by Governor Newsom on Monday, roughly two-thirds of Californians can expect a $600 payment, thanks to the second phase of the Golden State Stimulus.
   

California Budget Trailer Bills Include Important Tax Provisions 

7/2/2021 
   On June 28, Governor Newsom and California legislators announced an agreement on a new 2021-2022 budget. Included in the agreement are a number of trailer bills that contain several major tax-related items.
   

Governor Newsom Signs Paycheck Protection Program Conformity Bill 

5/4/2021 
   Governor Newsom has signed AB 80, bringing California into partial conformity with federal law.
   

PPP Conformity Bill Amended 

4/19/2021 
   AB 80 was been on April 15 to a remove a provision that placed a $150,000 cap on the amount of business expenses paid for using forgiven PPP or EIDL funds that a California business can deduct.
   

Treasury Department Releases Important PPP Conformity Directive 

4/12/2021 
   The Department of the Treasury has released a long-awaited directive that will allow the California Legislature to move forward with their PPP conformity bill, AB 80.
   

CSEA Submits Letter of Support for SALT Workaround Bill 

4/5/2021 
   This week, we submitted a letter of support for SB 104 (McGuire), a bill that will help California small business owners who have been negatively impacted by TCJA’s cap on state and local tax (SALT) deductions.
   

Visit the Newly Redesigned Bill Watch List Page On Our Website 

3/15/2021 
   Recently we redesigned our Bill Watch List with our end users in mind, which means that this web page is now much more intuitive, straightforward, and easy to understand.
   

IRS Guidance on Incorrect Form 1099-G for Unemployment Benefits 

3/9/2021 
   California taxpayers who get an incorrect Form 1099-G for unemployment benefits they did not receive should contact EDD to request a revised Form 1099-G showing they did not receive these benefits.