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| California Individual Tax Hazards: 10 Strategies for Out-of-State Practitioners
Karen Brosi, CFP, EA
Webcast - 2 Credits - Taxes
California’s individual income tax laws are difficult to parse, especially for out-of-state practitioners. This course is your guide through the nuances of residency definitions, domicile intricacies, and the crucial 'safe harbor' stipulations. Filled with scenarios that accountants actually face, it offers practical strategies to handle complex tax situations, equipping you to guide your out-of-state clients through California's tax maze with confidence.
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| California Business Tax Hazards: 10 Strategies for Out-of-State Practitioners
Karen Brosi, CFP, EA
Webcast - 2 Credits - Taxes
Be prepared to decode the complex business tax landscape of the state of California. This course offers a close look at critical areas in California’s tax law that are especially problematic for out of state practitioners, such as registering foreign entitles, mastering apportionment, and understanding penalties. By equipping yourself with these essential skills, you’ll ensure your out-of-state client comply with and excel within California’s dynamic business tax environment.
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| California Tax for Non-Californians: When Californians Leave California
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
Webcast - 1 Credit - Taxes
California's allure may wane, but its tax implications linger. Led by expert Larry Pon, California Tax for Non-Californians: When Californians Leave California addresses the crucial tax challenges faced by departing residents. Dispelling myths of tax exemptions, this course offers clarity on enduring CA Tax obligations, nuances of employee stock, and income from California property. Stay informed, and ensure your clients avoid tax pitfalls.
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| Tax Return Preparer Ethical Issues
Paul J. Winn CLU ChFC
Self-Study - 2 Credits - Regulatory Ethics
Tax law is intricate, and with over 200 million returns yearly, ethical dilemmas arise. Tax Return Preparer Ethical Issues decrypts the IRS's Treasury Department Circular No. 230, ensuring professionals navigate tax returns ethically and proficiently. Learn to identify preparer responsibilities, maintain best practices, and understand sanctions for non-compliance. Through real-world scenarios, master the ethical terrain of tax preparation and client advisories.
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| 50 Ways to Lose Your License
Mark Seid, EA, CPA, USTCP
Webcast - 2 Credits - Regulatory Ethics
50 Ways to Lose Your License is a critical roadmap for EAs navigating the complexities of Circular 230. Uncover the pivotal do's and don'ts of tax practice, safeguarding your license against common pitfalls. Our expert guidance is your best defense in maintaining the integrity and longevity of your career before the IRS.
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