Ask the Advocate December 2021 Tax News

Annual Liaison Meetings

California Society of Enrolled Agents (CSEA) and the California Society of Certified Public Accountants (CalCPA)

As you were industriously preparing and filing tax returns to meet the extended filing due date, my team was once again very busy coordinating our annual liaison meetings with the CSEA and the CalCPA.

Each year our annual liaison meetings provide an opportunity for FTB and the tax professional community to meet and review concerns and issues identified through our interactions over the past year. With this information, we then work to improve our processes, and services, in support of everyone.

A good portion of each meeting is dedicated to FTB responding to questions submitted by each organization prior to the meeting. Questions for this past year were primarily concerned with; Power of Attorney, MyFTB updates, withholding, and guidance on new legislation. We worked diligently to provide answers during the meeting with our resident subject matter experts, and followed up with written responses to additional questions.

We appreciate your attendance at the meetings, and especially those of you who brought forward questions, and shared your insight. We look forward to returning to meeting in person next year.

The Retirement of Marc Narlesky

33 Years of Dedicated Service

In what has become a regular feature, I once again get to share a change to our team. I have the privilege of announcing the retirement of Marc Narlesky after 33 years of dedicated service to the citizens of California.

Marc’s professional career began with public accounting for a multi-service firm, and as a financial auditor for non-profit organizations. During his time with FTB, he provided years of service in the Audit Division, Audit Budget and Support Department, and Finance and Executive Services Division where his experiences provided Marc countless opportunities to perfect and apply his technical knowledge and customer service skills.

We are grateful to have benefited from his excellent public speaking talent as he provided useful information over the years for taxpayers and tax professionals, and mentored up-and-coming team members. Marc has nourished many wonderful collaborative relationships fostered both within FTB and with you, our tax practitioner partners which have contributed greatly to a wonderfully successful career.

Congratulations Marc!