CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Tax Strategies for California Residents with Multistate Income

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Does your California tax client have income from other nonresident states? Both individuals and businesses often overlook the need to file other state tax returns. This webcast will help you properly report and strategize taxation issues for your California residents with out-of-state income. Learn how to 1) identify income sourced to other states, 2) identify apportioning businesses and properly apportion income and 3) master the use of the Other State Tax Credit (OSTC) for individuals. You’ll leave this course with valuable tax saving techniques and strategies specific to your California tax client.

Learning Objectives

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

  • Develop techniques for identifying income sourced to other states
  • Identify apportioning businesses and how to properly apportion income
  • Master the use of the Other State Tax Credit (OSTC) for individuals
  • Strategize tax-savings ideas for your multi-state clients

Course Specifics

Course ID
WC18141816
Revision Date
July 14, 2014
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0696
CTEC State Credits: 2

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 »

Tax Strategies for California Residents with Multistate Income

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Out of stock

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Does your California tax client have income from other nonresident states? Both individuals and businesses often overlook the need to file other state tax returns. This webcast will help you properly report and strategize taxation issues for your California residents with out-of-state income. Learn how to 1) identify income sourced to other states, 2) identify apportioning businesses and properly apportion income and 3) master the use of the Other State Tax Credit (OSTC) for individuals. You’ll leave this course with valuable tax saving techniques and strategies specific to your California tax client.

Learning Objectives

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

  • Develop techniques for identifying income sourced to other states
  • Identify apportioning businesses and how to properly apportion income
  • Master the use of the Other State Tax Credit (OSTC) for individuals
  • Strategize tax-savings ideas for your multi-state clients

Course Specifics

Course ID
WC18141816
Revision Date
July 14, 2014
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0696
CTEC State Credits: 2

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 »

Tax Strategies for California Residents with Multistate Income

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Out of stock