Webcast
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.
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.
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
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 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
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 …
California Individual Tax Hazards: 10 Strategies for Out-of-State Practitioners
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
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.
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.
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
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 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
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 …
California Individual Tax Hazards: 10 Strategies for Out-of-State Practitioners
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00