Webcast
Update
CPE Credits
4 Credits: Taxes
Course Description
California tax professionals must always stay up to date on both federal and state updates. Instructor Karen Brosi (EA, CFP) takes you through everything you need to know to stay abreast of changes in California state law and provide sound strategies and advice. This session is a mid-year update of California’s tax and rulings changes. It contains news regarding payroll, property and sales tax, and more. Find out some of the most important new information regarding such topics as FTB, EDD and CDTFA.
Learning Objectives
Upon completing this course you will be able to:
- Identify California non-conforming laws
- Understand the impact of differences in the federal and state laws
- Help clients plan effectively or alter strategies
Course Specifics
|
Course ID WC1821248065 |
Revision Date July 28, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1618
CTEC State Credits: 4
CTEC Course Number: 2071-CE-1618
CTEC State Credits: 4
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 Tax Update - Got California Clients? Everything You Need to Know
$196.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Update
CPE Credits
4 Credits: Taxes
Course Description
California tax professionals must always stay up to date on both federal and state updates. Instructor Karen Brosi (EA, CFP) takes you through everything you need to know to stay abreast of changes in California state law and provide sound strategies and advice. This session is a mid-year update of California’s tax and rulings changes. It contains news regarding payroll, property and sales tax, and more. Find out some of the most important new information regarding such topics as FTB, EDD and CDTFA.
Learning Objectives
Upon completing this course you will be able to:
- Identify California non-conforming laws
- Understand the impact of differences in the federal and state laws
- Help clients plan effectively or alter strategies
Course Specifics
|
Course ID WC1821248065 |
Revision Date July 28, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1618
CTEC State Credits: 4
CTEC Course Number: 2071-CE-1618
CTEC State Credits: 4
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 Tax Update - Got California Clients? Everything You Need to Know
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$196.00