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Webinars

Our webinars are free and cover a variety of topics. At this time, our webinars do not qualify for Continuing Education Credit (CEC). 

Upcoming Webinars

There are no upcoming webinars at this time.

To listen to a previously recorded webinar with an audio file, you must register for each webinar separately.  If the audio file is not available, you may view the handout or text version by selecting the appropriate links.

Topic Date Recorded Duration Links

Interagency Intercept Collections Program – Client Participation Basics

The Interagency Intercept Collections (IIC) Program offsets payments to individuals that owe delinquent debts to government agencies and California colleges. The cost of the program is approximately $2.00 per offset. In 2016, the IIC Program collected over $323 million dollars for participating agencies.

Through this Webinar, new agencies will learn the easy steps to join the program and tap into this revenue source, existing participants can understand program changes, and tax professionals can learn how this program may affect their clients.

This webinar we will cover the following key topics related to the IIC Program:

  • Program overview
  • Benefits of participation
  • Eligibility and participation requirements
  • How to participate
  • Client roles and responsibilities
  • Account management
  • Program changes
  • Resources and contact information
05/16/17 42 min Webinar
Transcript
Q & A
Slide

FTB Interagency Intercept Collections (IIC)

Our webinar explains how the IIC program works and what you need to know to have your agency participate.
We will discuss:

  • Program Overview.
  • Program Eligibility.
  • Participation in IIC.
  • Special Reports and Notices.
  • Getting More Information.
  • Frequently Asked Questions.
For more information, go to ftb.ca.gov and search for interagency.
02/23/16 12 min Webinar
Text

FTB 540NR

We designed this webinar to highlight the many issues in filling out a 540NR Part-Year or Non-Resident return and offer you helpful tips for completing it for your clients. We will discuss:

  • Filing Requirements.
  • Income Sourcing.
  • Community and Separate Property Rules.
  • Preparing a Nonresident Return.
  • Things to Remember for Part-year Residents.
  • Military.
  • Self-Help Tools.

For more information, go to ftb.ca.gov and search for 540NR.

09/23/14 n/a Handout
Text

FTB 5805

We designed this webinar to highlight the issues in completing FTB 5805, Underpayment of Estimated Tax Penalty form and offer you helpful tips for completing it for your clients.

  • When taxpayers do not need to make estimated payments.
  • Payment amounts needed to avoid penalties.
  • How to calculate quarterly payment amounts.
  • How to calculate underpayment of estimate tax payment penalty.
  • What self-help tools are available.

For more information, go to ftb.ca.gov and search for FTB 5805.

08/12/14 n/a Handout
Text

Tax Practitioner Hotline – Helpful Hints

Join us as our presenter shows helpful information before calling the FTB Tax Practitioner Hotline. We will discuss:

  • Security & Disclosure
  • Types of calls the Hotline Assist you on
  • Types of Calls We Can’t Help You With
  • Transcript vs. Tax Computation
  • Bits & Pieces
06/10/14 30 min Webinar
Text

POA 101 - The Basics

The webinar will assist you with the following:

  • You, Your Client and the POA.
  • Rejection - Top 6 Reasons FTB Rejects your POA.
  • Taxpayer Information.
  • Problems with Adding Additional Representatives after the POA has been filed.
  • Authorization for All Years - SUPER BOX.
  • How to Avoid Overlapping Time Periods.
  • Explaining the Importance of Your POA to Your Client.
05/13/14 45 min Webinar
Text

Tax Fraud & Identity Theft - Protecting your Clients and Yourself

During this webinar, we will go over the ways to identify if your client is a victim of identity theft. We will show you how to detect tax fraud and fraudulent W2s. We will also show you how to report and resolve identity theft issues and protecting your client’s tax information.

02/04/14 30 min Webinar
Text

Tax Practitioner Hotline - What to do before calling FTB?

Join us as our presenter shows helpful information before calling the FTB Tax Practitioner Hotline. We will discuss:

  • Overview of Tax Practitioner Hotline
  • Types of calls the Hotline Assist you on
  • Types of Calls We Can’t Help You With
  • Security & Disclosure
  • Transcript vs. Tax Computation
  • Bits & Pieces
11/05/13 30 min Webinar
Text

The Do’s and Don’ts of Filing a BE Return

Our next webinar will be held on August 6 just in time for the mini filing season. During this webinar we will go over the do’s and don’ts of filing a business entity return. We will provide you with quick and easy tips on filing BE returns and how to handle BE related filing issues.

08/06/13 50 min Webinar
Text

Individuals: 10 Reasons Why We Issue RINs & How to Prevent Them

During this webinar we go over the top 10 reason we issue individual Return Information Notices (RINs). We will provide you with quick and easy tips on how to prevent them.

06/25/13 30 min Webinar
Text

Self-Help: Using Our Website to Help You

Join us as our three presenters show you the quick and easy online process of:

  • Applying  for individual installment agreement.
  • Answering a Head of Household questionnaire.
  • Responding to individual filing enforcement notices.
06/12/13 60 min Webinar
Text

How to Request Waivers for the Underpayment of Estimated Tax Penalty due to Proposition 30

Taxpayers should not receive an underpayment penalty to the extent that the underpayment was created or increased by the passage of Proposition 30. During this webinar, we will share how to request a waiver or reduction of the penalty due to this new law. We will show you:

  • How to request a waiver or reduction of the underpayment of estimate tax penalty
  • Examples of how to compute the waiver or reduction amount
  • Helpful tips for completing FTB Form 5805
03/26/13 28 min Webinar
Text

FTB 3520, Power of Attorney - What's New

We designed this webinar to highlight the changes made to FTB 3520, Power of Attorney form and offer you helpful tips for completing it for your clients. We will discuss:

  • Separate POAs for Married Filing Joint Filers
  • Revised Taxpayer and Representative Information
  • The new Authorization for All Years (aka Super Box)
  • Authorization to Receive Confidential Information
03/19/13 46 min Webinar Text

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