How the consolidation of the various tax agencies (EDD, BOE and FTB) could affect taxpayers?
• An inter-agency newsletter from EDD, BOE, and FTB with articles of interest made available to taxpayers. (I really like this one!) We also held roundtable discussions. From discussions such as these, I have taken excellent ideas and information back to FTB management and staff in the hopes of better serving taxpayers. Another opportunity I had was to co-present with Gina Rodriquez, EA, of Spidell Publishing, a class covering Audit Case Studies, Significant Developments, and Top Audit Issues. We took a “point-counterpoint” approach, which stirred much debate and was extremely beneficial to all attendees. There is a lot to be learned by both the presenters and participants that attend continuing education programs such as C-STAR. Next stop, I am scheduled to present at the IRS Forum on July 14 – 16, 2009, in San Diego. For more information about this forum, go to www.taxforuminfo.com. I look forward to seeing you there.
