Self-Study
16
Update
Taxes
Basic tax knowledge

Choose a format

Self-Study Video

$389


Course Description

Get the full benefit of classroom-style, interactive learning from your office or home when you attend the 2019-2020 Federal & California Tax Update: Self-Study Video course. Our nationally-recognized instructors Sharon Kreider and Karen Brosi, will give the latest on rule and process changes for the 2019-2020 tax season. You'll have the chance to ask questions of our expert moderator and interact with your peers for an interactive learning experience.

The individual tax session will take an in-depth look at individual tax issues including real estate and passive losses, IRAs and pensions, gift and estate and California tax issues. During the business tax session, you'll learn everything you need to know this year for business, corporate, government and nonprofit taxes. Tax experts Sharon Kreider and Karen Brosi will compare and contrast federal and California tax law, while answering your critical questions. Presentations also cover recommendations on ways to advise your clients in light of recent changes, and how to file accurately on their behalf.

The course is presented in four sections of four hours each: Individual - Part 1, Individual - Part 2, Business - Part 1, and Business Part 2.

Experience the flexibility of Self-Study Video course, without sacrificing quality.




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
Dec 27, 2019
Basic tax knowledge
SS8192637
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-U-01478-20-S
IRS Federal Tax Update Credits: 16
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1373
CTEC Federal Tax Update Credits: 13
CTEC State Credit: 3
Qualifies for CA Fraud: No


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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