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 CSEA Annual State Agencies Liaison Meeting in Sacramento

In September 2008, the California Society of Enrolled Agents hosted the CSEA/State Tax Agencies Liaison Meeting in Sacramento. CSEA members met with representatives from Employment Development Department, State Board of Equalization, and FTB.

The entire afternoon session was dedicated to FTB. FTB’s Executive Officer Selvi Stanislaus provided a brief overview of activities and stated that FTB values its relationship with CSEA so much that they came to the meeting in force. Over a dozen FTB staff were in attendance. A Legislative Update presentation 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 provided a presentation on the upcoming 2008 filing season and gave an overview of what is ahead for 2009. Individual & Special Audit Bureau Director Rafael Ixta provided an update as well.

The day ended with FTB staff responding to previously submitted questions by CSEA members and entertaining additional questions from the audience.

Early feedback indicates the meeting was a success. CSEA members were pleased with the level of particiaption from FTB and the responses to their questions.

In addition to the participation in the Liaison Meeting, FTB continues to meet with various CSEA chapters throughout the state to provide up-to-date tax information. It also allows FTB the opportunity to receive valuable feedback from CSEA members.