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California Federal Tax Update Seminars > Garden Grove, CA – Jan 7 – 8, 2027
Get Your California Federal Tax Update Done in Two Days
- Jan 7 - 8, 2027
- 8:30 AM - 4:00 PM
- Hyatt Regency Orange County
Rather type than talk? Chat with our team — online 8 AM – 8 PM ET.
CPE SEMINAR
Garden Grove, CA
Select Team Size
What's Included:
- 16 Total Credits
- The Individual Edition (6 Credits)
- The Business Edition (6 Credits)
- The California Edition (4 Credits)
- Complete & Linked PDF Manual
- Breakfast, Lunch & Snacks
$699 $499
You Save $200 (29% Off)
CPE SEMINAR
Garden Grove, CA
- Jan 7 – 8, 2027
- 8:30 AM - 4:00 PM
- Hyatt Regency Orange County
The Western CPE Federal Tax Update is a two-day, 16-credit live seminar for CPAs, EAs, and CFPs at Hyatt Regency Orange County on January 7 – 8, 2027, 8:30 AM – 4:00 PM daily. Individual seats are $499. Groups of 2 – 5 save 5 – 11%, and firms of 6 or more get custom pricing. Book a 15-minute call and we’ll quote your whole team.
Dates
Jan 7 - 8, 2027
Venue
Hyatt Regency Orange County
Credits
16
Instructor
Sharon Kreider, CPA & Karen Brosi, CFP, EA
Course Topics
Group Pricing
Course Schedule
What Your Team Will Learn
Day One: Individual Edition
- OBBBA: Major 2026 planning & preparation changes
- Deductions: Tips, overtime, car-loan interest, senior provisions
- Brackets & credits: 2026 brackets, CTC, education, ACA changes
- Retirement & SECURE 2.0: Catch-up mechanics; what’s actionable now
- Tax Court: Individual rulings that change client briefings
- Review California’s Conformity: Internal Revenue Code under SB 711, residency and sourcing rules, Renter’s Credit, Foster Youth Credit, and Union Dues Credit
Day Two: Business Edition
- Business returns: QBI, bonus depreciation, research expenditures
- Pass-throughs: Partnerships & LLCs — allocations, basis, IRS moves
- Entity taxation: S corp / C corp developments & expensing
- Payroll & employment: Credits and procedural changes
- Practice & procedure: Exams, notices, penalty relief, workflow
- California Business Taxation: Nonconformity with federal rules, depreciation, NOL differences, Pass-Through Entity elective Tax, Franchise Tax Board procedures, and more.
Group Pricing for Firms
Built for Tax Professionals
Less time out of the office
Two focused days covering what you will see this filing season — back at your desk on day three, not after a week away.
Confidence before clients ask
Answer your clients directly instead of escalating every question to a partner when you understand what’s changed.
The tax update filing season relies on
Built for professionals who need to understand the year’s most consequential changes, apply them in client situations, and stay sharp all year.
Meet Our Experts
Sharon Kreider, CPA
Sharon Kreider, CPA, is a national tax lecturer and AICPA Sidney Kess Award winner who has helped more than 15,000 California tax preparers annually navigate complex individual and business tax legislation, drawing on decades of experience in her high-income Silicon Valley practice.
Karen Brosi, CFP, EA
Karen Brosi, CFP, EA, is a prominent California tax update instructor and award-winning presenter whose California tax practice—spanning individual income tax, family wealth planning, and securities transactions—informs the practical, real-life guidance she brings to tax professionals nationwide.
Course schedule
Thursday, Jan 7
8:30 - 10:10 AM - Critical Issues Impacting Individuals: Part 1
In Critical Issues Impacting Individuals: Part 1, we examine key developments affecting individual returns, including:
- The new Form 15620 for 83(b) elections
- Updated Social Security identity verification requirements
- Inflation adjustments
- Provisions under the Disaster Relief Act of 2023
- Multi-state disaster relief guidance
- Updates to the foreign earned income and housing exclusions.
10:20 AM - 12:00 PM - Critical Issues Impacting Individuals: Part 2
In Critical Issues Impacting Individuals: Part 2, we cover additional developments affecting individual returns, including:
- Roth IRA catch-up changes
- 2025 inflation-adjusted retirement plan limits
- The new Form 1099-DA for virtual currency transactions
- The U.S.–Switzerland Competent Authority Arrangement affecting certain pensions
- Updates impacting partnerships and LLCs
- Related Tax Court decisions.
12:30 - 2:10 PM - Critical Issues Impacting Individuals: Part 3
In Critical Issues Impacting Individuals: Part 3, we review additional developments affecting individual returns, including:
- Upcoming SECURE 2.0 provisions set to begin in 2026
- The new Form 1099-DA for virtual currency transactions
- West Virginia disaster relief for federal estate, gift, and generation-skipping transfer taxes
- Recent related Tax Court decisions.
2:20 - 4:00 PM - 2026 California Federal Tax Update Part 1
In 2026 California Federal Tax Update Part 1, we provide a comprehensive update on key developments affecting California individual taxation for the 2025 tax year:
- Review California’s conformity to the Internal Revenue Code under SB 711
- Major areas of federal nonconformity
- Updates to state-specific credits (Renter’s Credit, Foster Youth Credit, and Union Dues Credit)
- California residency and sourcing rules
- Administrative and filing updates
Friday, Jan 8
8:30 - 10:10 AM - Critical Issues Impacting Businesses: Part 1
In Critical Issues Impacting Businesses: Part 1, we examine key developments affecting business returns, including:
- New R&D credit requirements
- Commercial clean vehicle credits
- Hobby loss cases
- 1099-K reporting updates
- FinCEN Geographical Targeting Orders
- Recent Tax Court decisions
10:20 AM - 12:00 PM - Critical Issues Impacting Businesses: Part 2
In Critical Issues Impacting Businesses: Part 2, we cover additional developments affecting business returns, including:
- Emerging issues for self-employed clients
- Payroll updates
- Changes impacting partnerships and LLCs
- Recent Tax Court decisions
12:30 - 2:10 PM - Critical Issues Impacting Businesses: Part 3
In Critical Issues Impacting Businesses: Part 3, we examine legislative updates affecting S and C corporations:
- New IRS practice and procedure developments, and recent Tax Court decisions.
2:20 - 4:00 PM - 2026 California Federal Tax Update Part 2
In 2026 California Federal Tax Update Part 2, we provide a comprehensive update on key developments affecting California business taxation for the 2025 tax year:
- Franchise Tax Board procedures, including the MyFTB practitioner portal, electronic communications, audit focus areas, and penalty abatement strategies
- California’s nonconformity with federal rules
- Depreciation and NOL differences
- The Pass-Through Entity (PTE) elective tax
- Payroll, sales, and property tax developments
All Seminar Locations
Phoenix, AZ
Nov 16 – 18, 2026
- The Wigwam
Newport Beach, CA
Dec 7 – 9, 2026
- Balboa Bay Resort
Las Vegas, NV
Dec 14 – 16, 2026
- Wynn
South San Francisco, CA
Dec 17–18, 2026
- South San Francisco Conference Center
San Diego, CA
Jan 4–5, 2027
- San Diego Marriott Mission Valley
Garden Grove
Jan 7–8, 2027
- Hyatt Regency Orange County
San Ramon, CA
Jan 14–15, 2027
- San Ramon Marriott
Sacramento, CA
Jan 25–26, 2027
- DoubleTree by Hilton Sacramento
Phoenix, AZ
Nov 16 – 18, 2026
The Wigwam
Newport Beach, CA
Dec 7 – 9, 2026
Balboa Bay Resort
Las Vegas, NV
Dec 14 – 16, 2026
Wynn
South San Francisco, CA
Dec 17–18, 2026
South San Francisco Conference Center
San Diego, CA
Jan 4–5, 2027
San Diego Marriott Mission Valley
Garden Grove, CA
Jan 7–8, 2027
Hyatt Regency Orange County
San Ramon, CA
Jan 14–15, 2027
San Ramon Marriott
Sacramento, CA
Jan 25–26, 2027
DoubleTree by Hilton Sacramento
Frequently Asked Questions
Questions? Call us at 800-822-4194 or email wcpe@westerncpe.com. We’re in Bozeman, Montana, and we pick up the phone. If you’re trying to make dates work, choose between locations, or find the simplest path to your hours, we’ll help.
How do group discounts work for firms?
Groups of 2–5 check out online and save 5–11% automatically. Firms of 6 or more get a custom quote — book a 15-minute call and we’ll price your whole team and hold seats while you confirm.
Can I hold seats for my team before I have final names?
Yes, that’s what the call is for. We hold seats at your quoted rate while you confirm headcount internally; registrations are transferable person-to-person before the event.
What are seminar class times?
Federal Tax Update seminar classes run from 8:30 a.m.–4:00 p.m., with breaks from 10:10-10:20, 12:00-12:30 and 2:10-2:20.
Seminars vs. Conferences: What’s the Difference?
Seminars and conferences are both great ways to earn CPE, but they’re designed for different needs.
Seminars are typically two-day events and are geared more toward local practitioners. They focus specifically on the Federal Tax Update and California Federal Tax Update, making them a great option if you’re looking for a focused, in-depth update on the latest tax changes close to home. Each day provides 8 credit hours. Lunch may be provided, but seminars do not include bonus credits or additional perks.
Conferences offer more flexibility and a broader experience. You can attend anywhere from 1 to 5 days depending on your schedule—even mixing and matching days if needed. Conferences cover a variety of topics, including the Federal Tax Update, so you can build a schedule that fits your needs across multiple subject areas. Each conference day provides 8 total credits, made up of 6 standard CPE credits and 2 bonus CPE credits for attending live in person. Conferences also include added perks like lunch, snacks throughout the day, and in some cases, optional group excursions.
Additional Value (2026 Conferences)
If you attend 3 days or more, you’ll also receive:
- A 50%-off coupon code for a credit package that can be used in our on-demand course library
- A free Ethics course
Why is the price different?
Conferences offer more flexibility, bonus credits, and added value both during and after the event. While seminars are a great local option, conferences are designed to give you a more comprehensive experience along with additional savings on future courses.
If my colleague registered and can’t attend, can I go in their place?
You can transfer a Federal Tax Update seminar registration from person to person; however, you cannot split a 2-day registration between two people. Please call our office at (800) 822-4194 if you wish to transfer a registration.
Are meals included in the seminar registration fee?
Each morning, we offer breakfast for all attendees at 8:00 AM, along with lunch at 12:00 PM, and a light snack to keep you going.
Do you accommodate for dietary restrictions?
We do our best to accommodate dietary restrictions, but requests must be made in advance. We aren’t able to plan for specific needs unless they’re shared with us ahead of time, so please be sure to let us know during registration or by contacting our team.
What happens if plans change?
If something comes up and you can't make your seminar, we'll help you find the best option, whether that's moving dates or switching formats.