Taxpayer Advocate Update (Monrovia)

When:  Dec 20, 2023 from 05:30 PM to 09:00 PM (PT)

Program Overview

December 20, 2023| 5:30 pm - 9:00 pm, Pacific |In person

Hosted by  San Gabriel Valley
Co Hosts Central California and Inland Empire

Speaker   Luis Tejeda, LA Taxpayer Advocate

Description

This class will provide an update to the current status of the Taxpayer Advocate office.  They will tell you what the current mandate is for the service.  They will tell you what type of account they are helping with and which accounts they send back to the field for further review.

  Learning Objectives

1) Learn what is the current mandate of the service. 
2) Understand what type of accounts is the service addressing 
3) Identify which accounts are being sent back to the field Update on IRS latest tax trends Status update on new hires at the service.

Learning Level     Intermediate


Prerequisites & Advance Preparation
    None

Continuing Education

IRS:  2 hours Federal Tax Topics   |   CTEC:  2 hours Federal Tax Topics   |   CA Bar:  1.75 hours Taxation Law  |  CPA CA:   2 hours Taxes

  Pricing

Member: $89.95 | Non-Member: $114.95

In-Person Details

Courtyard by Marriott
700 W Huntington Drive
Monrovia, CA 91016
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)


Agenda

  • 5:30:  Dinner (Menu includes (Prime-Rib, Potatoes, Salad, Roll & butter, Dessert, Red & White wine for the room plus water/tea).
  • 6:45:  Education Program Begins
  • 9:00:  Education Program Ends

Cancellation/Refund Policies

Please contact the host Chapter at sangabriel@csea.orgfor refund/cancellation policies related to this event.

Location

Courtyard by Mariott
700 W Huntington Drive
91016