CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

2020 California Tax Update: Self-Study Video

Icon_Self-Study
Self-Study
Icon_Level
Update
Credits
CPE Credits
4 Credits: Taxes

Course Description

California indexing, deductions, and limitations. Conformity and non-conformity with IRS Rules. Explanation of, CARES ACT, SECURE ACT and TAX CUTS & JOBS ACT. Definition and guidelines of California residents vs non-residents. Taxable income other State Tax Credit. Domestic vs. Foreign Businesses for Corporations, LLC’s, and other business entities.

COVID-19 changes to CA audits and administration.

Understand changes to collection actions and appeals.
Understand changes to Penalties and Administrative Issues.
Understand Workers Classification CA style.
Understand the new collection requirements due to the Wayfair decision.
Understand issues involving the Cannabis industry.

Learning Objectives

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

Understand CA indexing, deductions, and limitations.
Understand CA credits and tax rates.
Prepare and file E filed returns and electronic payments.
Know what to do if you or a client is involved in a case of identity theft.

Understand CA’s conformity and non-conformity with IRS Rules.
Understand whether CA conforms or not regarding the CARES ACT, SECURE ACT, and TAX CUTS & JOBS ACT.
Understand the new conformity and non-conformity issues.

Know the definition and guidelines of CA residents vs non-residents.
Know what income is taxable by CA.
Understand the Other State Tax Credit.
Understand Domestic vs. Foreign Businesses for Corporations, LLCs, and other business entities.

Understand COVID-19 changes to CA audits and administration.
Understand changes to collection actions and appeals.
Understand changes to Penalties and Administrative Issues.

Understand Workers Classification CA style.
Understand the new collection requirements due to the Wayfair decision.
Understand issues involving the Cannabis industry.

Course Specifics

Course ID
VID-8202707
Original Release Date
September 11, 2020
Revision Date
September 11, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01611-20-S
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1507
CTEC Federal Tax Update Credits: 4

Course Instructor

Sharon Kreider Headshot
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 …

Sharon Kreider, CPA Read More »

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 »

2020 California Tax Update: Self-Study Video

Format
CPE CREDITS
4 Credits: Taxes

$196.00

Icon_Self-Study
Self-Study
Icon_Level
Update
Credits
CPE Credits
4 Credits: Taxes

Course Description

California indexing, deductions, and limitations. Conformity and non-conformity with IRS Rules. Explanation of, CARES ACT, SECURE ACT and TAX CUTS & JOBS ACT. Definition and guidelines of California residents vs non-residents. Taxable income other State Tax Credit. Domestic vs. Foreign Businesses for Corporations, LLC’s, and other business entities.

COVID-19 changes to CA audits and administration.

Understand changes to collection actions and appeals.
Understand changes to Penalties and Administrative Issues.
Understand Workers Classification CA style.
Understand the new collection requirements due to the Wayfair decision.
Understand issues involving the Cannabis industry.

Learning Objectives

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

Understand CA indexing, deductions, and limitations.
Understand CA credits and tax rates.
Prepare and file E filed returns and electronic payments.
Know what to do if you or a client is involved in a case of identity theft.

Understand CA’s conformity and non-conformity with IRS Rules.
Understand whether CA conforms or not regarding the CARES ACT, SECURE ACT, and TAX CUTS & JOBS ACT.
Understand the new conformity and non-conformity issues.

Know the definition and guidelines of CA residents vs non-residents.
Know what income is taxable by CA.
Understand the Other State Tax Credit.
Understand Domestic vs. Foreign Businesses for Corporations, LLCs, and other business entities.

Understand COVID-19 changes to CA audits and administration.
Understand changes to collection actions and appeals.
Understand changes to Penalties and Administrative Issues.

Understand Workers Classification CA style.
Understand the new collection requirements due to the Wayfair decision.
Understand issues involving the Cannabis industry.

Course Specifics

Course ID
VID-8202707
Original Release Date
September 11, 2020
Revision Date
September 11, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01611-20-S
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1507
CTEC Federal Tax Update Credits: 4

Course Instructor

Sharon Kreider Headshot
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 …

Sharon Kreider, CPA Read More »

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 »

2020 California Tax Update: Self-Study Video

Format
CPE CREDITS
4 Credits: Taxes

$196.00