2025   Registration is OPEN!

Overview

California Tax Agencies Unlocked is the fast-track way for you to sharpen and enhance your tax resolution skills at the state level.

This one-of-a-kind, intensive, program will be held online August 18, 19 and 26, 2025. It is designed to provide you with the tools you need to confidently represent your clients before the Employment Development Department (EDD), Franchise Tax Board (FTB), and the California Department of Tax and Fee Administration (CDTFA). 

Featuring knowledgeable speakers comprised of both tax practitioners and tax agency representatives, participants will first delve into representation from a theoretical perspective. Then, to reinforce what was learned, participants will analyze and dissect real case studies, thereby neatly cementing what was learned.

Bottom line, you will walk away from this program with a deep understanding of the latest in tax representation, and you will also have a firm grasp regarding the latest updates on agency best practices.

Details   

FTB – (up to 6 hours state* CE) All focus will be on representation and we have a great line up of speakers! Joyce Cheng, EA, will present the practitioner perspective on representing clients before the FTB while Angela Jones, Taxpayer Rights Advocate and several FTB professionals will present on the agency’s behalf. The class will cover an overview of FTB’s divisions; the Audit Process from Initial Contact Letter (ICL) to Determination;  and Collections. 

EDD – (up to 6 hours state* CE) Allison Soares, Esq. and James Mendoza  will lead another dynamic learning event.  The agenda includes agency overview, representation basics, audits, and collections with case studies.  This year they will focus on business to business exceptions, which is a hot topic right now.

CDTFA – (up to 6 hours state* CE) Jinsoo Lee, Esq. and Greg Buehrer (CDTFA) will lead an information packed session on sales and use tax audits, the managed audit program, cannabis reform and collections.

* Please note that participants needing CE for CTRP must be present the entire presentation in order to receive credit.  No partial credit is allowed.