CA FTB Tax Panel - Your Toughest Questions Answered

Program Overview

February 15, 2023 | 2:30 pm - 4:30 pm| Webinar

Hosted by East Bay Chapter


Panel discussion on California Tax Issues, questions submitted in advance for panelists, and possibly at the meeting, time permitting.  Transcript of the session will be emailed to subscribers of the EBAEA News mailing list.  The advance questions for this meeting are only starting to come in.  This FTB Panel meeting is regularly held at the February EBAEA meeting and is always very informative and educational.  In 2022 there was a total of 37 questions that the panel answered.  The questions included 1) CA Basis Requirement 2) LLC Penalties 3) Alimony and the 540 4) FTB filings of Forms 1099-NEC and Form1099-Misc and more.

Learning Objectives 

1. Understand CA Conformity Issues
2. Learn new CA laws/rules for filing CA returns for tax year 2022.
3. Expand knowledge of how CA calculates penalties.
4. Benefit from questions that other attendees have submitted.

Have Questions for the Panel?
Email your questions in advance (preferably by Friday morning, February 10th) to Mike Power, EA, CFP,

          This will allow our speakers time to research your questions.  Let us be respectful of their time and extend the speakers
          this courtesy!  You will also likely get a better answer as they will have more time to do research.


Learning Level

Prerequisites & Advance  Preparation      None

Speakers   Janie Tran, FTB Technical Advisor to the FTB Taxpayer Advocate
                    Phil Fiegler, EA ,Panelist/Facilitator
                    Mike Power, EA, CFP, Panelist/Q&A Coordinator
                    Steve Sims, EA, Former FTB Taxpayer Advocate

Continuing Education

IRS: 0 hours (does not qualify for federal CE) |   CTEC:  2 hours California Taxes    |   CA Bar:  1.75 hours Taxation Law | CPA CA:  2 hours Taxes


Through February 10, 2023
Member: $30   |   Non-Member: $40

After February 10, 2023
Member: $35   |   Non-Member: $45

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Please contact the host chapter at for refund/cancellation policies related to this event.

2/15/2023 2:30 PM - 4:30 PM