TAXLITIGATOR – Tax Controversy (Civil & Criminal) Report

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.