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Webinar - Audits, Appeals, and Collections
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Audits, Appeals, and Collections
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 The purpose of this course is to provide a discussion of the audit and appeals process, including the types of tax return issues that the FTB looks for, industries that are commonly audited, and detailed discussion of what the process includes. Also, there is a discussion of the collection process and the various collections programs available.
With this on-demand webinar you will:
- Navigate an audit
- Know your responsibilities after the exam
- Fight the proposed assessment
- Understand the appeals process
- Negotiate settlement options and collections procedures
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| Designation |
CPE Hours |
| CPA and PA |
2 Tax |
| CTEC |
2 CA |
| Attorney |
1.5 General MCLE |
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Webinar features:
- 2 hours of CPE for one attendee
- Access to recording to watch at your convenience
- Unlimited number of people may watch and listen on one computer and print course outline
- Reference manual and PDF of PowerPoint slides
- Add CPE for only $19 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.
You must have computer speakers to listen to this webinar
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Webinar Presenter: Steve Sims, EA
 Steve Sims, EA, FTB Taxpayers’ Rights Advocate, has worked with the Franchise Tax Board for more than 25 years as an auditor, collections supervisor, and manager of the Department’s Education and Outreach Section. In his role as the Advocate, Steve identifies developing trends related to departmental problems by working with taxpayers and tax practitioner groups. He also makes recommendations for changes to departmental policies and practices to better enable taxpayers to meet their tax obligations.
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Webinar Presenter: Gina Rodriquez, EA
 Gina Rodriquez, EA is the former Sacramento editor for Spidell Publishing. Gina is now the Vice President of State Tax Policy for the California Taxpayers Association. Gina is an expert on FTB policy and procedures and has provided legislative analysis for Spidell’s Online Research Package. She has a Bachelor of Science in business administration (accounting) from California State University, Sacramento, and a Master of Science in taxation from Golden Gate University.
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Spidell Publishing: Experienced ... Trusted ... Connected! |
This self-study is designed to meet the requirements for the specified number of hours of continuing education. This self-study has been designed to meet the requirements of the Office of Professional Responsibility of the Internal Revenue Service; including Code 31 of Federal Regulations 10.6(g) (Sponsor No. 442); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. There are no prerequisites required. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or phone at 877-850-2832, or on the internet at www.CTEC.org.
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 Spidell
Publishing, Inc. is registered with the National Association of State
Boards of Accountancy (NASBA), as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of individual courses
for CPE credit. Complaints regarding registered sponsors may be
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Suite 700, Nashville, TN, 37219-2417. Web Site: www.nasba.org.
This self-study is designed to meet the requirements for 2 hours of
continuing education for the California Board of Accountancy. Basic
Level. Field of Study:Taxes. Delivery method: Self-study. For
more information regarding administrative policies, such as complaints
or refunds, contact Spidell Publishing at (714) 776-7850. There are no
prerequisites or advanced preparation required.
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