$45
In this program, Ciro Immordino, Director of the Franchise Tax Board’s Settlement Bureau and Katherine “Katie” Lien, Tax Counsel at the California Department of Tax and Fee Administration, will provide insights on settlement procedures for the FTB and CDTFA, best practices in settlement, and tips and other insights on the settlement bureaus of each agency.
Ciro M. Immordino is an attorney and CPA who serves as the Director of the Franchise Tax Board’s Settlement Bureau. Before moving to the Settlement Bureau, Ciro worked in the General Tax Bureau for a little over 9 years handling like-kind exchanges, abusive tax avoidance transactions, accounting methods, partnership issues and others. Before joining the Franchise Tax Board, Ciro worked at a Big Four accounting firm, in the tax department of one of the nation’s largest private commercial construction companies, at an international law firm in Tokyo, Japan, and at a tax law firm based in Sacramento. Ciro has taught accounting and taxation courses at the undergraduate and graduate level.
Katie Lien is Tax Counsel at the California Department of Tax and Fee Administration (CDTFA). She holds a Master’s degree in Dispute Resolution from the Pepperdine Straus Institute and practiced commercial litigation and bankruptcy for nine years before joining CDTFA (formerly the Board of Equalization) in 2012. After beginning her tenure in the Appeals Bureau, she transitioned to the Settlement Bureau in 2013, where she continues her practice; outside of work, she is a devoted mother of two and enjoys tax law, snowboarding, and watching Netflix and HBO series.
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