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 CalCPA Liaison Meeting

This year's annual liaison meeting with the California Society of CPAs (CalCPA) was held on October 29, 2008, in Sacramento. The CalCPA members were pleased with the level of FTB participation and the responses to their questions.

After some introductions, FTB’s Executive Officer, Selvi Stanislaus addressed budget concerns and succession planning. A lively discussion followed as Legislative Services Assistant Bureau  Director Patrice Gau-Johnson, provided an overview of the legislation enacted in 2008, including several budget trailer bills.

Filing Division Chief Anne Miller, walked the group through the 2008 filing season, and gave an overview of what is ahead for 2009. Audit Division Chief Debbie Langsea, highlighted the Audit Program past, present, and future, which included a breakdown of the programs by volume and by revenue.

Legislative Services Bureau Director Brian Putler, and Taxpayers’ Rights Advocate Steve Sims, led a discussion about conformity. They expressed that FTB is strongly in favor of conformity and anxious to work with CalCPA as a partner to see the enactment of a conformity bill.

The day ended with a question and answer session where FTB provided responses to questions submitted in advance by CalCPA members.