California Tax Education Council

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May Board Meeting Agenda

Friday, May 1, 2015 - 4 comments

CTEC Registered Tax Preparers (CRTPs) are invited to attend the next CTEC board meeting in Sacramento.

Some topics on the agenda include...

  • FTB enforcement updates
  • IRS tax preparer initiatives
  • Education providers (audits, course requirements)
  • Public awareness campaign

The meeting is set for May 21-22nd. The schedule will be posted on the CTEC website one week before the meeting. If you are interested, call the CTEC office at 877-850-2832.


Exempt employee status commented on Friday, May 8, 2015

Does a CTEC working for a CPA firm qualify for exempt employee status? Exempt employees must be "licensed" by the state, is the CTEC a license that reaches that level or simply a Registered tax preparer and a non-exempt employee?

CTEC replied on Friday, May 8, 2015

If we understand your question correctly- an employee who works at a CPA firm and prepares client tax returns is exempt from CTEC registration- but only if the CPA signs each tax return prepared by the employee. If the employee prepares client tax returns and SIGNS each one, then he/she needs to register with CTEC. For more information regarding who is exempt and who must register with CTEC, click here-

CTEC commented on Thursday, May 7, 2015

Hi John- The Embassy Suites in Sacramento

John Bishop commented on Thursday, May 7, 2015

I have been asked the location more than once.