2018 Advisory Board Summary September 2018 Tax News

The Advisory Board is made up of several invited representatives from industry, state and the federal government, and our staff. The Board meets once a year to provide insight to our Executive Officer from a non-FTB point of view. Their feedback is about the various projects and programs we administer and upcoming initiatives that impact us, the way we do business, and our staff. This meeting allows us to better understand the issues, challenges, and concerns faced by industry and our government partners.

The format of this year’s meeting consisted of a focus group, 2 breakout sessions, and a legislative and litigation update. Here are some of the highlights from the meeting to give you an idea of what we discussed in the focus group and what we covered in the breakout sessions.

This year’s focus group covered:

  • POA/TIA relationships.
  • MyFTB access for tax professionals.
  • Opportunities to increase awareness of MyFTB and our other electronic services.

In addition, 2 breakout sessions covered EDR2 and Security and Privacy.

In the coming months, we will share more about our plans moving forward and what changes you can expect in the way we do business and interact with you, the tax professional.