Self-Study

FEDERAL & CALIFORNIA TAX UPDATE

A Comprehensive Review of the Latest Tax Rulings and Changes

Written by our renowned tax expert instructors Sharon Kreider and Karen Brosi, this self-study course provides an overview of key rule and process changes to both individual and business tax law, and offers practical scenarios to help you apply your knowledge. Choose between online, hard copy and video formats. You'll learn about recent and potential tax changes, individual and business return preparation, real estate, retirement plans, estate and gift taxation, passive losses, IRS audit issues, federal payroll changes and California's unique tax issues. When you choose one of our self-study courses, you’ll understand why financial professionals nationwide consider it the industry’s best.


Keep Up with Changes to Tax Law
Receive a supplement fully reviewing the implications of the new tax law, as well as tax planning considerations,
included when you purchase the 2018-2019 Federal & California Tax Update.

Online

Online Self-Study

Get immediate access to the 2018-2019 Federal & California Tax Update learning and reference materials, allowing you to dive deep into the information. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.


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Hard Copy

Hard Copy Format

You’ll receive a bound notebook of all the course materials for the 2018-2019 Federal & California Tax Update, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.


Coming Soon

 

Self-Study Video

Self-Study Video

Experience high-quality instruction with our 2018-2019 Federal & California Tax Update Self-Study Video, available to you 24/7. You can see and hear Sharon Kreider and Karen Brosi deliver the information you need in a dynamic way. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

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What You'll Learn in Our Federal and California Tax Update

 

Individual Tax Topics

  • What Trump tax reform means to individual clients.
  • A review of expired provisions.
  • Tax problems faced by divorced couples.
  • 20% Capital Gain rate and NII tax implications for high-income taxpayers.
  • FBAR, FATCA and FFI reporting -- what you need to know.
  • Recent tax court rulings on noncash donation substantiation.
  • Changes to Education Credit rules.
  • Tougher rules for EITC compliance.
  • What ACA repeal and replacement means to individual clients.
  • Why self-directed IRAs get more attention from the IRS.
  • Tax issues for Airbnb rentals.
  • Implications when converting a vacation home to rental activity.
  • Six estate planning questions to ask your clients.
  • Estate and gift tax threshold updates.
  • Form 8971 estate reporting requirements.
  • Final regulation on Portability Election.

 

Business Tax Topics 

  • What Trump tax reform means for our business clients.
  • The 13 business activities sure to interest IRS auditors.
  • Cautions for withdrawing or receiving cash payments of $10,000 or more.
  • Taxing medical marijuana -- the facts.
  • Deductions you need to know, including: conference fees, travel expenses, cell phones, and more.
  • Section 179 Expensing Election for qualified real estate.
  • Improving a building and writing off a portion of the original cost.
  • R&D credit expanded for small business -- and how to use it against payroll taxes.
  • New law starts for medical expense reimbursement plans (HRAs) in 2017.
  • What ACA repeal and replacement means for our business clients.
  • Prohibited transactions to avoid.
  • Forms W-2s and 1099-MISC due date change problems.
  • Why the Trust Fund Recovery Penalty is hard to escape.
  • Partnership audit process changes for 2018. 
  • When an LLC member is subject to SE Tax.

 

Plus

  • IRS Due diligence requirements in 2017.
  • What to do when identity theft happens to your client.
  • A warning on new phishing and phone scams aimed at tax preparers.
  • The increases in Letter Ruling Fees.
  • How to be ready with client verification when calling the IRS.
  • The Top 10 most litigated tax issues last year.
  • How to reduce amount when the IRS reconstructs income using the bank deposit method.
  • When Innocent Spouse Relief can be used.
  • A full review of recent case rulings and regulations that impact you and your clients, with source citations.

 

California

  • Conformity and nonconformity including those arising from the Trump tax reform proposals.
  • The future of covered California after ACA's repeal and replacement.
  • Resident and nonresident issues
  • Updates for California payroll and property taxes.

 

Federal & California Tax Update Manual

 

Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2017-2018 Federal & California Tax Update Manual, when you purchase any Federal Tax Update course.

This easy-to-use resource will support your success, not just in the course, but throughout the tax season.

 

 

 

MEET OUR EXPERTS

Sharon Kreider, CPA, is the most popular federal tax update seminar instructor in California. For each of the past 19 years, Sharon has helped more than 15,000 California tax preparers get ready for tax season. In addition to instructing at Western CPE tax seminars, she also presents regularly for the AICPA, the California Society of Enrolled Agents, and A.G. Edwards. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. After joining Sharon Kreider at this two-day seminar, you’ll be prepared for a successful tax season!

Karen Brosi, CFP, EA, one of the most popular instructors on California tax law, presents comprehensive and relevant information at this tax update seminar. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you 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 is a favorite interviewee on radio, television, and in the print media, including BusinessWeek. Karen Brosi's powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.

Sharon Kreider and Karen Brosi

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