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2022 California Tax Update

Icon_Level
Update
Credits
CPE Credits
4 Credits: Taxes

Course Description

Learning Objectives

Course Specifics

Course ID
22CHawaii-LE22C293199
Prerequisites

Experience preparing individual tax returns.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 308858
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Karen Brosi Headshot
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 …

Karen Brosi, CFP, EA Read More »

2022 California Tax Update

Expert Instructors
CPE CREDITS
4 Credits: Taxes

$570.00

Availability: 10 in stock

Icon_Level
Update
Credits
CPE Credits
4 Credits: Taxes

Course Description

Learning Objectives

Course Specifics

Course ID
22CHawaii-LE22C293199
Prerequisites

Experience preparing individual tax returns.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 308858
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1840
CTEC State Credits: 4

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Karen Brosi Headshot
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 …

Karen Brosi, CFP, EA Read More »

2022 California Tax Update

Expert Instructors
CPE CREDITS
4 Credits: Taxes

$570.00

Availability: 10 in stock