Mobile Edition

Tax Practice and Procedures for California CPAs (4173021C)

Date:Monday, January 8, 2018
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:Not applicable or see below.


Gain practical knowledge of the day-to-day practices and procedures of the IRS and FTB, from rulings to collections to criminal enforcement, with specific references to statutes and regulations. Learn techniques to better represent your clients before the IRS and FTB, and ensure the IRS and FTB do not overstep their authority or fail to act in accordance with their procedures in dealing with taxpayers.

  • Identify claims for refund.
  • Determine appeals requirements.
  • Recognize statutes of limitations, mitigation issues and claim of right opportunities.
  • Identify litigation and forums.
  • Determine how to deal with possible criminal issues.

Major Topics:
  • IRS and FTB administrative structure.
  • IRS and FTB authority to obtain records from taxpayers, tax clients and third parties.
  • Consequences of noncompliance.
  • IRS procedures: Determining, reviewing, litigating and collecting tax deficiencies.
  • Roles of the Examination, Appeals, Collection and Criminal Enforcement divisions, and corresponding FTB operations.

Who Should Attend:

CPA staff, partners and owners in public practice.


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.