CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

California Tax for Non-Californians: When Californians Leave California

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This course from Larry Pon (CPA/PFS, CFP, EA, USTCP, AEP) will cover tax issues when Californian residents leave the state. With an increase in the population leaving California, many may be under the assumption that they don’t need to worry about California taxes anymore. To avoid any unwanted surprises, this class will take you through what you and your client should know regarding California Tax for Non-Californians.

Learning Objectives

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

  • When is CA Tax still due;
  • Employee Stock; and
  • Income from property in CA.

Course Specifics

Course ID
WC1822308511
Revision Date
November 16, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1851
CTEC State Credits: 1

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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

California Tax for Non-Californians: When Californians Leave California

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This course from Larry Pon (CPA/PFS, CFP, EA, USTCP, AEP) will cover tax issues when Californian residents leave the state. With an increase in the population leaving California, many may be under the assumption that they don’t need to worry about California taxes anymore. To avoid any unwanted surprises, this class will take you through what you and your client should know regarding California Tax for Non-Californians.

Learning Objectives

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

  • When is CA Tax still due;
  • Employee Stock; and
  • Income from property in CA.

Course Specifics

Course ID
WC1822308511
Revision Date
November 16, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1851
CTEC State Credits: 1

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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

California Tax for Non-Californians: When Californians Leave California

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$49.00