CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

California Business Tax Hazards: 10 Strategies for Out-of-State Practitioners

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Filing California taxes for clients who live outside of California either part time or all year can prove quite challenging. For this course, tax expert Karen Brosi teams up with Susan Maples, the Taxpayers’ Rights Advocate for California’s FTB. Topics covered include the top ten challenges facing practitioners and their clients, such as registering as a foreign business entity, apportionment, and penalties, as well as entity dissolution.

Learning Objectives

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

  • Identify the rules pertaining to California business entities
  • Understand the process of registering a foreign business in California
  • Identify what constitutes a sale under California law

Course Specifics

Course ID
WC18165914
Original Release Date
August 7, 2016
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1013
CTEC State Credits: 2

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 »

California Business Tax Hazards: 10 Strategies for Out-of-State Practitioners

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Filing California taxes for clients who live outside of California either part time or all year can prove quite challenging. For this course, tax expert Karen Brosi teams up with Susan Maples, the Taxpayers’ Rights Advocate for California’s FTB. Topics covered include the top ten challenges facing practitioners and their clients, such as registering as a foreign business entity, apportionment, and penalties, as well as entity dissolution.

Learning Objectives

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

  • Identify the rules pertaining to California business entities
  • Understand the process of registering a foreign business in California
  • Identify what constitutes a sale under California law

Course Specifics

Course ID
WC18165914
Original Release Date
August 7, 2016
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1013
CTEC State Credits: 2

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 »

California Business Tax Hazards: 10 Strategies for Out-of-State Practitioners

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00