Posted by: Robert Horwitz | August 24, 2022

DENNIS PEREZ, ROBERT HORWITZ, and LACEY STRACHAN to Speak at Upcoming CalCPA Webinar

We are pleased to announce that Dennis Perez, Robert Horwitz and Lacey Strachan will be speaking at the upcoming CalCPA webinar on “Office of Tax Administration: Handling a Case Before California OTA,” Wednesday, August 31, 2022, 9:00 a.m. – 10:00 a.m. (PST).

The OTA (Office of Tax Appeals) has been in operation since January, 2018, but its rules are not well known to many tax practitioners. Learn how to guide a case through the procedural maze of the OTA regulations and avoid foot faults that can jeopardize your client’s case.

Learning Objectives

• Types of cases the OTA hears.

• How to file an appeal with the OTA

• Discovery in OTA cases

• Opportunities for settlement before the case is heard

• What to expect in an OTA hearing

Major Subjects

• OTA jurisdiction

• OTA procedures

• Settlement with the FTB or CDTFA while a case is pending before the OTA

Click Here for More Information.


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