SAVE THE DATES FOR 2026!
EDD I August 18, 2026 Tuesday 8:30 am - 2:30 pm
FTB I August 19, 2026 Wednesday 9:30 am - 3:30 pm
CDTFA I August 28, 2026 Friday 8:30 am - 2:30 pm
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. 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 Angela Jones, Taxpayer Rights Advocate will bring a cadre of SMEs (subject matter experts). CSEA speakers will present the practitioner perspective on representing clients before the FTB. 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) Speakers will lead another dynamic learning event to include agency overview, representation basics, audits, and collections with case studies.
CDTFA – (up to 6 hours state* CE) Speakers will lead an information packed session on sales and use tax audits, the managed audit program, 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.