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April 16, 2018
1:00PM - 3:00PM ET


May 15, 2018
1:00PM - 3:00PM 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. Among the topics covered in this course are the top-ten challenges facing practitioners and their clients, including defining residency and the treacherous territory of installment sales.


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.

Susan Maples, CPA

Susan Maples, CPA, is the Taxpayers' Rights Advocate with the Franchise Tax Board (FTB). She has been with the FTB for 20+ years working in both the Sacramento and Southern California field offices. She started as an auditor and has experience with personal income tax and corporate tax law. Susan also has experience as a public affairs spokesperson and presenter with the education and outreach program.

Course Specifics

Aug 7, 2016

Compliance Information

CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1014
CTEC State Credit: 2
Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify what constitutes residency under California tax law.
  • Identify and navigate the complexities of California's Community Property rules.
  • Understand how to properly account for trusts with out-of-state trustees.

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