BURLINGAME, CA / AGILITYPR.NEWS / November 05, 2020 / The California Society of CPAs (CalCPA) has developed a new "tax journey" for CPAs who provide everything from tax preparation and compliance services to sophisticated tax advisory services as a way to help them and tax preparers navigate the complexities of taxation this year.

**NEW** TAXTREK ADVANCED TAX CONFERENCE on Nov. 19–20, 2020.

This virtual, two-day event delivers a variety of advanced topics that include detailed review of the biggest changes in individual and corporate taxation for 2020, practical advice for guiding your clients to minimize tax costs and best practices to help you prepare for the upcoming tax season. IRS Commissioner Charles Retting, CPA is keynote speaker at the conference. http://www.calcpa.org/TaxTrek

SPECIAL BONUS (November 19-20 Virtual Conference)

TaxTrek registrants have complimentary access to both CalCPA Committee on Taxation/IRS Joint Sessions (IRS Officials inside the agency) offered on Nov. 19 and 20 after the conference ends.

Extremely popular with tax preparers /accountants in California and other states, these sessions let you hear directly from IRS officials inside the agency on the latest developments. 

2020 IRS Panel Sponsored by the CalCPA Committee on Taxation: Day 1 - Day 2 (November 19-20)

These are the speakers for each day from the IRS.

Day 1:

Return Integrity and Compliance Services (RICS) (50 minutes): RICS oversees the Taxpayer Protection Program (identity assurance for questionable refunds) and the hundreds of filters that screen refund returns for fraud. While Stakeholder Liaisons are the first point-of-contact for breached tax professionals, RICS takes over from there with all further aspects of IRS assistance.

·     Kristen Landreth, Supervisory Tax Analyst - IRS

·     Matthew Gamble, Sr. Tax Analyst – IRS

Day 2:

Small Business/Self-Employed (SBSE) and Large Business and International (LBI) Examination Update (50 minutes): Joint discussion of audit priorities, emerging issues, hot topics and their key messages for tax professionals.

·     Lou Ann Kelleher, Director, SBSE Western Area Examination - IRS 

·     Gloria Sullivan, Director, LBI Western Compliance Practice Area - IRS

·     Pete Puzakulics, Director, LBI Financial Institutions & Products - IRS

"The upcoming tax season is sure to be more complex than prior years due to factors like the pandemic, stimulus packages, destruction from the wildfires and changing regulations," said Brad Monterio, Chief Learning Officer of CalCPA. "We've worked with our expert faculty to develop education, resources and training for our members and customers to help them be more resilient and enhance their tax competency and ensure they are best prepared to meet the new challenges and opportunities of this tax season."

CalCPA's tax journey begins with its in-demand Ultimate Tax Guide featuring its tax curriculum and key programs along the path. Forthcoming programs include:

• Three of our own new, tax-focused, virtual conferences, including our two-day, TaxTrek Conference featuring advanced level tax topics;
• The kick-off of a new, virtual Titans of Tax Tour featuring national tax expert Annette Nellen (November 2020 – February 2021);
• Tax webcasts and new tax tracks at CalCPA's new, virtual LearningPlus+ 3-day programs (reimagined former CalCPA CPE Week programs) in November and December;
• Staff Training on Taxation – our expert faculty train your tax staff in focused virtual sessions on core skills needed;
• A bi-weekly tax webcast series hosted by a prominent tax expert; and
• Special appearances by IRS Commissioner Charles "Chuck" Rettig at TaxTrek and others CalCPA virtual events.

"I'm excited to launch the next season of Titans of Tax tour during CalCPA's November LearningPlus+ event because of all the changes we've seen in taxation this year," said Annette Nellen, CPA, CGMA, Esq., Professor/Director of the MST Program, San Jose State University, and CalCPA Faculty Member. "Over the course of several months, I and some special guest presenters will help CPAs navigate through the updates and complexities of what's happened this year in taxation during each two-day program. Our tour ends in February 2021."

"Taxation is a core competency of the accounting profession, and CalCPA will always continue to innovate in how we deliver relevant, timely and quality tax related education and training resources to our members and customers so they can enhance their core competency," added Monterio. "We'll push the limits of enabling technologies to bring you positive online learning experiences; we'll seek out subject matter experts for our Tax Faculty to push your thinking and elevate your knowledge; and we'll strive to be the highest quality provider bringing real value to our members and customers."

Platinum Sponsor - PAYCHEX

Silver Sponsor - SENSIBA SAN FILIPPO, LLP

Bronze Sponsor - ARIENTO

About CalCPA

CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 45,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. For more information, visit www.calcpa.org.