Tax Practice And Procedures For California CPAs

Course Details


Tuesday, January 14, 2020

4:30am – 12:00am
(Registration: 4:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Gain practical knowledge of 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. Ensure they don't overstep their authority or fail to act in accordance with their procedures.

Materials are provided as an ebook.


  • 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.


  • 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.

Designed For

CPAs, accounting staff, partners and tax practitioners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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