Self-Study Video

Federal & California Tax Update

FTU Webcast

 

A Comprehensive Tax Update, Learned at Your Own Pace

Written by our renowned tax expert instructors, this self-study video course provides a comprehensive review of recent tax legislation, rulings, and new or revised tax forms needed to file accurately on behalf of your clients. 

The individual tax session will take an in-depth look at real estate and passive losses, IRAs and pensions, and gift and estate issues. During the business tax session, you'll learn everything you need to know this year for business, corporate, government and nonprofit taxes. Tax experts Sharon Kreider and Karen Brosi will compare and contrast federal and California issues. Presentations also cover recommendations on ways to advise your clients in light of recent changes, and how to file accurately on their behalf. 

This self-study video course not only gives you the up-to-date information but applies it to real-life situations to ensure you're prepared for the upcoming tax season.

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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 2017-2018 Federal & California Tax Update.

   What You'll Learn in Our Federal & California Tax Update Videos

Individual Tax Topics 

  • Tax reform in the Trump administration and new Congress.
  • A review of provisions set to expire this year.
  • Tax problems faced by divorced couples.
  • 20% Capital Gain rate and NII tax implications for high-income taxpayers.
  • The FBAR filing date change to watch.
  • FATCA and FFI reporting -- what you need to know.
  • Recent rulings on noncash donations.
  • Changes to Education Credit rules.
  • Tougher rules for EITC compliance.
  • Healthcare changes and ACA laws still in effect.
  • Why self-directed IRAs will 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 

  • 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 is expanded 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.
  • Resolving the ACA and medical expense reimbursement plans (HRAs).
  • Retirement plan update for same-sex married couples.
  • Prohibited transactions to avoid.
  • Due date of Forms W-2s and 1099-MISC have changed.
  • 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.

 

 

Federal and California Tax Update Manual

 

Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2017-2018 Federal 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.

 

What is a self-study video?

  • A recorded webcast, available to you 24/7
  • Play and pause as needed to fit your schedule
  • Take an entire year to complete your test
  • Print your certificate of completion immediately upon passing

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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