Join the Team from Hochman, Salkin, Toscher, & Perez for a LIVE tax-based series with a new topic at each Session. Past conversations have included crypto tax compliance, BBA Partnerships, Federal and State Residency issues, Partnership examinations, Form 8300, and more. Check back regularly for topics, and be sure to register for them all.

For April 2026: Successfully navigating a California income tax controversy requires more than technical knowledge—it demands strategic judgment at every step, from audit through appeal and, where necessary, trial. Understanding how and when to develop the record, engage with the Franchise Tax Board (FTB), and position a case for settlement or litigation can significantly impact the outcome.

This webinar will guide tax professionals and advisers through the key stages of a California income tax case, including audit preparation, protests of Notices of Proposed Assessment (NPAs), appeals to the Office of Tax Appeals (OTA), settlement with the FTB, and trial before the OTA and Superior Court. Participants will learn how to represent clients effectively before the FTB, what is required to pursue a successful resolution through the FTB Settlement Bureau, and how to handle OTA proceedings, including briefing, discovery, and hearings before a three-judge administrative law panel.

Tax Talks Series

April 21, 2026 - Effectively managing State Income Tax Examinations, Protests and Appeals before the FTB

June 16, 2026 - Federal and State Residency Matters: Navigating Examination Guidance, State Regulations and Remote Workers

August 18, 2026 - Employment Tax Resolving Federal and State Employment Tax Matters – Worker Classification

October 20, 2026 - Office of Tax Administration: Handling a case before California OTA

January 26, 2027 - Collections, Collection Due Process Hearings, IRS Notices, Passport Revocation and Options for Taxpayers

April 20, 2027 - Key Evidence Issues in Tax Cases - Civil and Criminal