Education Events

NEXT EVENT: Thursday, October 17, 2024, 6-9 PM with dinner in person (or 7-9 PM online)

TOPIC/SPEAKER:  Tax Me If You Can: Taxation of CA Residents with three-decade FTB veteran Steve Sims, EA 

LOCATION: Dante Club, 2330 Fair Oaks Boulevard, Sacramento, CA 95825

CPE: No IRS CE / 2 hrs CTEC CPE / 1.75 hrs Tax Law CLE / 2 hrs CPA CE (self-reporting)

REGISTRATION DEADLINE: Oct. 17, 2024

GENERAL REGISTRATION $49 members/ $59 non-members / ONLINE: $24

Register on the CSEA Learning Hub

DESCRIPTION:

This course is a must-do for any tax practitioner with clients in California or doing business in California.  Throughout the class, we will look into the various factors that contribute to income being taxed by the State and the way in which it is taxed.  These factors include what defines a resident of California, how the physical location of an individual or business affects taxation, how the Franchise Tax Board treats temporary stays or absences, and what things the State of California considers income.

LEARNING OBJECTIVES:

1)  Learn how to define a CA resident for taxation purposes.
2)  Learn how the FTB considers temporary or transitory stays.
3)  Learn how coming into or leaving CA affects taxation by the FTB.
4)  Learn more about FTB audit activities.
5)  Learn more about the intersection of CA and Federal tax laws.

ABOUT THE SPEAKER: STEVE SIMS, EA

Steve Sims is a true California taxation expert. He spent 32 years working with the California Franchise Tax Board, working in the audit, collections, and outreach offices. His final position with the FTB was as the California Taxpayers’ Rights Advocate, a position he held for seven years. Since leaving the FTB, Mr. Sims has worked for KPMG Sacramento as their Director of State and Local Tax Controversy. He now maintains his own practice specializing in California tax controversy.

Several professional organizations have also recognized Steve, who received the California Society of Enrolled Agents 2014 President’s Award, UCLA Extension Tax Controversy Institute’s 2014 Bruce I. Hochman Award, and the 2015 CalTax Taxpayer Award for Outstanding Public Service.

Cancellation and Refund Policy for Education Events:
Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event.

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE-CERTS!