Presenting your Chapter of the Year

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Briana Hopkins
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1 Presenting your Chapter of the Year To Do s Make sure you renew your Tax Preparer Client Relationships in MyFTB. CTEC Registration deadline is Oct 31st 2018 PTIN Renewal Opening Soon Upcoming Events Nov 20 Super Neighborhood Meeting in Oakland Nov 21 Super Neighborhood Meeting in San Jose Dec 4 Joint Education, with NV chapter in Las Vegas Your volunteer California Board strives to do our best for you. We have been working hard providing several events including super neighborhood meetings, education events, and a study group for those who want to become an Enrolled Agent (EA). California was recognized at the 2017 National Conference in Washington D.C, on August 6, 2017 as the 2016 Chapter of the Year. With 39 chapters nationwide, it is a great honor to be recognized for the chapters hard work at getting to the top of the list! Without our member support we could never have accomplished this. Thank you everyone for a job well done! Dec 20 Super Neighborhood Meeting in Torrance Dec 21 Super Neighborhood Meeting in Laguna Hills Dec 22 Super Neighborhood Meeting in San Diego Be sure to check the NATP website for registration details. We will also send s out announcing sign up dates and additional information. Inside this issue: Past Events 2-3 CA Volunteer Board 4 Keeping Busy 5 Latest Fraud Attempts By Jenny Shilling Everyday it seems like we hear a new story about a phishing scam, or another breech at some big company. It s more important that we are vigilant and not only have as much security as possible, but that we also stay aware of some of the latest trends. Here s a few I ve seen: The stating Thanks for your order The I saw said my credit card had been charged via google checkout in the amount of $1, The following line said Please Click Here to view your order details. It s a good one, cause it makes you think what did you order??? Don t fall for it. Another attempted scam, an from your bookkeeping client asking you to send money via ACH/Direct Deposit to some random place. In the example I saw, the accountant said the looked very much like a normal from the client. Thankfully the accountant contacted the client over the phone and found out the had been hacked and those hackers figured out he was the accountant. They did their best to copy everything the client would normally do, it was by chance the accountant spoke to the client over the phone. We must stay aware of the latest threats, we are the new targets. Page 1 of 5

Repairs or Improvement and Tax Stuff you

2 California Summit Temecula Fall 2017 C. Dale Boushley started our day off with Form 4797, one of our favorites! Lisa Ihm spent the afternoon teaching us about Repairs or Improvement and Tax Stuff you thought you knew Carmen Nieves & Jen Horton working the registration table Page 2 of 5

3 California Conference Sacramento Laura Strombom teaching us California Taxes: The Good, The Bad & The Ugly It s a special year for us, we re celebrating our 25th anniversary as a Chapter! Lila Fedler from the Taxpayer s Rights Advocates Office discussing items of interest at the FTB Our own board member, Jenny Shilling received the 2016 Communications Award Page 3 of 5

4 Your Volunteer Board Members Contact Us Jenny Shilling: Ryan Benton: Surekha Vaidya: Becki Nunez: Farid Kanji: Jen Horton: Cameron Hernandez: Carmen Nieves: Jim Vann: We re on the web califnatp.com - Page 4 of 5

5 Keeping Busy at the National Conference Social hour with California members Our newest banner showcasing all of the state Carmen holding our 2016 Chapter of the Year Award Page 5 of 5

Global Intranet Forum October 25 & 26, 2017 Karen Downs, Intranet Program Manager

Global Intranet Forum October 25 & 26, 2017 Karen Downs, Intranet Program Manager Intranet Program Platforms An Intranet Case Study How we use measurement to help Tax Pros get what they need About Us