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Webcast

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

2 Credits: Taxes

$98.00

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

Format
Webcast
Course Level
Basic
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. Among the topics covered in this course are the top-ten challenges facing practitioners and their clients, including defining residency and the treacherous territory of installment sales.

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Learning Objectives

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

  • Identify what constitutes residency under California tax law.
  • Identify and navigate the complexities of California’s Community Property rules.
  • Understand how to properly account for trusts with out-of-state trustees.
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Course Specifics

Course ID
WC18165913
Revision Date
March 20, 2020
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1014
CTEC State Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

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 …

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