FTB Audit Targets:  Proactively Planning to Protect Your Clients

Click here to register for the in-person seminar.

Speaker: David Keligian

California’s Franchise Tax Board aggressively targets certain transactions and taxpayers. This presentation explains how to protect your clients in targeted areas, including residency changes out of California, 1031 exchanges, and business sales. It includes a discussion of recent cases, an overview of FTB procedures, and a short discussion of California’s proposed “wealth tax.”

Join us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm.

Earn 1 hour of CPE credit (NASBA)

In order to be awarded the full CPE credit hour, you must be present during the entire educational presentation.