EB Tax Night | E1051219

Date :
December 10, 2019 6:00 PM - 8:30 PM
Location :
East Bay Area
Facility :
Sakura Bistro
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Level of Difficulty :
Basic
CPE Credits :
CPE 1.50
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Welcome to the East BAy Chapter Tax Night!
 
Topic: Meet your Property Tax Assessor! The Assessor’s Office is responsible for locating all taxable property in the County, establishing its taxable value, and applying any legal exemption.  
 
Speakers: 
 
 Henry Levy, CPA Alameda County’s Treasurer-Tax Collector
Phuong La, Alameda County Tax Assessor 
 
Register Today!
Online Registration is CLOSED 
Pre-Registration is Required for this Event.  
(No walk-ins for this event )  
 

Objectives:

Recognize: Name & face of County Elected Official
 
Identify: Functions of the office of Treasurer-Tax Collector
 
Determine: The requirements of my job

Major Subjects:

Real Secure Property: Proposition  8 and 13;  Change of Ownership: 58 and 193;  Unsecured Property: Business Personal Property;  Exemptions: Church, Religious, Welfare, Homeowner, and Veteran;  Base transfer: Proposition 60 and 90;  and Informal Reviews vs Formal Appeals.

Misc. Information:

Dinner Included 
Level of Difficulty:
Basic
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPA's, Attorneys and  Financial Professionals

Instructors

Phong La
Phong La was elected on November 6, 2018, to serve as the Assessor for the County of Alameda, and is committed to making government work for the people of Alameda County. The work that the Assessor’s Office helps generates revenue for Alameda County, its 14 cities, and six unincorporated communities. These major funds provide for crucial services such as schools; public health, social, and family support services; fire, police and sheriff departments; road maintenance; neighborhood improvements, and more. Since taking office, Phong’s priorities include increasing customer service and office efficiency. The Assessor’s Office is implementing e-Forms, which allow applicants to file forms online from the convenience of their office or home. Phong is also securing resources to address the issue of increased staff workload generated by historic highs in real estate construction and business activities. In addition, the Assessor’s Office is working with the Assessment Appeals Board to schedule and hear appeals cases more quickly and ensuring a more timely resolution for taxpayers. Phong has also begun the process of digitizing historic real property records currently maintained only in hard copy. This project will ensure that vital assessment details and property files are protected and available to the staff when valuing both residential and commercial properties off site. Phong obtained his Bachelor of Science Degree from the University of California, Davis and his Juris Doctor from the University of California, Hastings College of the Law. Phong worked as an attorney in one of California’s largest real estate law firms, for the United States government, for a privately held real estate holding company and his own small businesses. Phong has also worked as an adjunct professor teaching Real Estate Law, Economics and Property Management. Phong was born in Vietnam and came to the United States as a refugee at the age of two. He grew up in Union City, lived in Fremont for many years and currently lives in Alameda with his wife Stephanie and daughter Olivia.
Henry Charles Levy, ABV, CFE, CFE/CFF, CGMA, CPA

Hank Levy was recently appointed to fill the term of the Alameda County Treasurer-Tax Collector, and plans to run for election in June 2018 in order to keep the job. Prior to that, he had become a partner in ELLO, LLC, an accounting and consulting firm dedicated to the cannabis industry. ELLO is affiliated with MGO CPAs, a leading California accounting firm and a top 100 firm in the United States. Prior to that, Levy founded The Henry Levy Group (HLG) in 1990 in the Rockridge section of Oakland. HLG grew to six offices and 35 employees. He also helped to found Bridge West, CPAs, a national network of accounting firms dedicated to the cannabis industry, in 2013. HLG obtained its first medical cannabis client in 1998. HLG and now ELLO have over 600 clients in this industry in California, Arizona, Colorado, Maryland, Pennsylvania, Washington, Nevada, DC, and Michigan.

Levy is a nationally-known speaker on accounting for cannabis clients, speaking on the 280E Reform Team with Steve DeAngelo (Harborside Health Center, Oakland) and Henry Wykowski, attorney in the Champ and Olive tax court cases).Levy was an expert witness in the Olive case in 2012, the Harborside tax court case in 2016, among others. He has also been a speaker at other cannabis-based conferences, and is often quoted in national news and cannabis trade publications. Levy has held faculty positions at various colleges and universities in the San Francisco Bay Area; he is regularly appointed by the Superior Courts of California as a forensic expert, business appraiser and referee in family law, civil litigation and tax matters; and he holds credentials in business valuation and fraud examination. He also serves as a forensic and expert witness in litigation matters involving the cannabis industry.

Levy has been continually involved in professional and community service, and is a member of the Alameda County Assessment Appeals Board and director on numerous various non-profit boards; he is also a past president of the East Bay Chapter of CalCPA, past chair of the local advisory board of the local Pacifica radio station, and past member of the City of Oakland Business Budget Advisory Committee. Levy is trained as a professional mediator and is a baseball umpire at the youth, high school, college and adult men’s levels.

No Agenda or Materials posted.