CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

California Tax Update - Got California Clients? Everything You Need to Know

Icon_Webcast
Webcast
Icon_Level
Update
Credits
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
Original Release 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

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 Tax Update - Got California Clients? Everything You Need to Know

Expert Instructors
CPE CREDITS
4 Credits: Taxes

$196.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
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
Original Release 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

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 Tax Update - Got California Clients? Everything You Need to Know

Expert Instructors
CPE CREDITS
4 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$196.00