On February 3, 2026, Michele Weiss, principal at Holtz, Slavett, Drabkin & Warner, APLC, will moderate a panel on FTB and CDTFA settlement procedures and best practices. The panel will include Ciro Immordino, Director, FTB Settlement Bureau, and Katherine “Katie” Lien, CDTFA Tax Counsel.
In a fireside chat format, Michele will lead the panelists to discuss settlement procedures for the FTB and CDTFA. The panelists will explore and explain best practices and timing for taxpayers to request settlement for their tax disputes. The panelists will provide insights and practical tips for practitioners who represent taxpayers in California income, sales tax, and other California tax disputes, from the perspective of the FTB and CDTFA.
If you want additional information about settlement options for California tax disputes, you can reach out to Michele at mweiss@hsdwtaxlaw.com and 310-550-6200. Michele has over 25 years of experience handling federal, state, and local tax disputes.