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Basic Tax Preparation Knowledge

Course Description

This course from premier tax experts Sharon Kreider, CPA and Karen Brosi, EA provides detailed analysis of the new and complex 20% Qualified Business Income deduction.  They answer all your questions and show you how to effectively put the QBI deduction into action.  You'll also learn how the 20% QBI deduction impacts each entity choice and which entity may be best for your clients. 

Note: The video in this course is an excerpt from the 2018-19 Federal & California Tax Update


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

Nov 16, 2018
Basic Tax Preparation Knowledge

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-U-01314-18-O
IRS Federal Tax Update Credits: 3
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1252
CTEC Federal Tax Update Credits: 3
Qualifies for CA Fraud: No

Learning Objectives

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

  • Put the 20% qualified business income (QBI) deduction into action 
  • Implement the QBI formula 
  • Determine businesses that qualify 
  • Identify business income that qualifies
  • Advise clients on business entity selection under the new QBI deduction

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