CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

2021 California Federal Tax Update: Premium - Concierge Plan

Icon_Webcast
Webcast
Icon_Level
Credits
CPE Credits
16 Credits: Taxes

Course Description

Webcast and Self-Study Video Plus Discounts 2021-2022 Federal & California Tax Update Flexibility Plan

Learning Objectives

Course Specifics

Course ID
21-22FEDCALPremiumConcierge
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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

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 »

2021 California Federal Tax Update: Premium - Concierge Plan

CPE CREDITS
16 Credits: Taxes

$1,200.00

2021 California Federal Tax Update: Individual Returns (Part 1)

2021 California Federal Tax Update: Retirement (Part 2)

2021 California Federal Tax Update: Real Estate, Estate, Trusts & IRS (Part 3)

2021 California Federal Tax Update: Business Returns & Payroll (Part 4)

2021 California Federal Tax Update: LLC, S CORP & C CORP (Part 5)

2021 California Federal Tax Update: California Update (Part 6)

2021 California Federal Tax Update: Individual Returns (Part 1) (Self-Study Video)

2021 California Federal Tax Update: Retirement (Part 2) (Self-Study Video)

2021 California Federal Tax Update: Real Estate, Estate, Trusts & IRS (Part 3) (Self Study Video)

2021 California Federal Tax Update: Business Returns & Payroll (Part 4) (Self-Study Video)

2021 California Federal Tax Update: LLC, S CORP & C CORP (Part 5) (Self Study Video)

2021 California Federal Tax Update: California Update (Part 6) (Self Study Video)


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Credits
CPE Credits
16 Credits: Taxes

Course Description

Webcast and Self-Study Video Plus Discounts 2021-2022 Federal & California Tax Update Flexibility Plan

Learning Objectives

Course Specifics

Course ID
21-22FEDCALPremiumConcierge
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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

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 »

2021 California Federal Tax Update: Premium - Concierge Plan

CPE CREDITS
16 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$1,200.00

2021 California Federal Tax Update: Individual Returns (Part 1)

2021 California Federal Tax Update: Retirement (Part 2)

2021 California Federal Tax Update: Real Estate, Estate, Trusts & IRS (Part 3)

2021 California Federal Tax Update: Business Returns & Payroll (Part 4)

2021 California Federal Tax Update: LLC, S CORP & C CORP (Part 5)

2021 California Federal Tax Update: California Update (Part 6)

2021 California Federal Tax Update: Individual Returns (Part 1) (Self-Study Video)

2021 California Federal Tax Update: Retirement (Part 2) (Self-Study Video)

2021 California Federal Tax Update: Real Estate, Estate, Trusts & IRS (Part 3) (Self Study Video)

2021 California Federal Tax Update: Business Returns & Payroll (Part 4) (Self-Study Video)

2021 California Federal Tax Update: LLC, S CORP & C CORP (Part 5) (Self Study Video)

2021 California Federal Tax Update: California Update (Part 6) (Self Study Video)