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
WC18176182
None


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-U-01247-17-O
IRS Federal Tax Update Credits: 4
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1195
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 businesses.
  • Convey details of the Trump tax reform proposals for businesses.
  • Recognize opportunities to use business credits.
  • Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
  • Prepare federal tax returns for C and S corporations.
  • Prepare federal tax returns for partnerships and LLCs
  • Identify new filing requirements for California.
  • Identify important filing issues experienced by California taxpayers.
  • Identify areas of conformity and nonconformity between California tax law and the federal tax code.
  • Cite the role of health savings accounts with California taxpayers.
  • Recognize California's reinstated net operating losses (NOLs).
  • Identify tax credits available to California taxpayers.
  • Identify the difference between residents and nonresidents in relation to California income tax.
  • Recognize the collections process of the California FTB.
  • Identify relevant updates related to California payroll taxes.
  • Identify relevant updates to California sales taxes.
  • Recognize updates to California property taxes.


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