
Self-Study



Update



CPE Credits
4 Credits: Taxes
Course Description
Individual Tax
- Timing and impact of new key provisions in the CARES Act
- Key individual provisions including standard and itemized deduction and tax credit updates, and revisions to the 2020 Form 1040
- Requirements for various tax credits and rebate reconciliation applicable to individual taxpayers.
- IRA and retirement plan issues updated for SECURE
- IRA transfers to charity complications because of SECURE
- Review of important real estate issues including foreclosure
- Recent cases and rulings highlighting IRS audit issues on individual returns
California Tax
- California legislation and Covid-19
- Conformity and 2020 federal tax law changes
- Residency and non-residency issues
- Apportionment update
Course Specifics
Course ID VID-8202729 |
Revision Date December 18, 2020 |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01751-20-S
IRS Federal Tax Update Credits: 4
CTEC Course Number: 2071-CE-1540
CTEC Federal Tax Update Credits: 4
Course Instructor



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 …



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 …
2020-2021 Federal and California Tax Update: Individual Part 1 (SS Video)



CPE CREDITS
4 Credits: Taxes
$196.00



Self-Study



Update



CPE Credits
4 Credits: Taxes
Course Description
Individual Tax
- Timing and impact of new key provisions in the CARES Act
- Key individual provisions including standard and itemized deduction and tax credit updates, and revisions to the 2020 Form 1040
- Requirements for various tax credits and rebate reconciliation applicable to individual taxpayers.
- IRA and retirement plan issues updated for SECURE
- IRA transfers to charity complications because of SECURE
- Review of important real estate issues including foreclosure
- Recent cases and rulings highlighting IRS audit issues on individual returns
California Tax
- California legislation and Covid-19
- Conformity and 2020 federal tax law changes
- Residency and non-residency issues
- Apportionment update
Learning Objectives
Course Specifics
Course ID VID-8202729 |
Revision Date December 18, 2020 |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01751-20-S
IRS Federal Tax Update Credits: 4
CTEC Course Number: 2071-CE-1540
CTEC Federal Tax Update Credits: 4
Course Instructor



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 …



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 …
2020-2021 Federal and California Tax Update: Individual Part 1 (SS Video)



CPE CREDITS
4 Credits: Taxes
Individual Tax
- Timing and impact of new key provisions in the CARES Act
- Key individual provisions including standard and itemized deduction and tax credit updates, and revisions to the 2020 Form 1040
- Requirements for various tax credits and rebate reconciliation applicable to individual taxpayers.
- IRA and retirement plan issues updated for SECURE
- IRA transfers to charity complications because of SECURE
- Review of important real estate issues including foreclosure
- Recent cases and rulings highlighting IRS audit issues on individual returns
California Tax
- California legislation and Covid-19
- Conformity and 2020 federal tax law changes
- Residency and non-residency issues
- Apportionment update
$196.00