16 Credits

Price: $419

Register
Webcast
4
Update
Taxes
General experience with individual tax preparation

Course Description

This comprehensive course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. Compare and contrast federal and California issues side-by-side while obtaining answers to all your tax questions. You'll learn about recent and potential tax changes, individual and business return preparation, real estate, retirement plans, estate and gift taxation, passive losses, IRS audit issues, and federal payroll changes.



Instructors

Sharon Kreider, CPA

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.

Karen Brosi, CFP, EA

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips.

Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.



Course Specifics

Taxes
Oct 23, 2017
General experience with individual tax preparation
WC18176179
None


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-U-01245-17-O
IRS Federal Tax Update Credits: 4
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1193
CTEC Federal Tax Update Credits: 4
Qualifies for CA Fraud: No
CA CLE Provider #: 5046
CA CLE Credits (total for 2-day program): 13.75


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Discuss tax issues in the repeal and replacement of the ACA for individuals.
  • Convey details of the Trump tax reform proposals for individuals.
  • Summarize the different types of business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.
  • Accurately file returns for individual taxpayers.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas and cutting-edge planning techniques such as family limited partnerships, wealth and succession planning, grantor trusts, and installment sale planning.


Back to top