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Note: All dates and times displayed below are in Eastern Time.

January 27, 2020
5:00PM - 7:00PM ET


February 03, 2020
5:00PM - 7:00PM ET


February 10, 2020
5:00PM - 7:00PM ET



Course Description

Filing California taxes for clients who live outside of California either part time or all year can prove quite challenging. For this course, tax expert Karen Brosi teams up with Susan Maples, the Taxpayers' Rights Advocate for California's FTB. Topics covered include the top ten challenges facing practitioners and their clients, such as registering as a foreign business entity, apportionment, and penalties, as well as entity dissolution.


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

Aug 7, 2016

Compliance Information

CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1013
CTEC State Credit: 2
Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify the rules pertaining to California business entities
  • Understand the process of registering a foreign business in California
  • Identify what constitutes a sale under California law

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