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Federal & California Tax Updates

2019 - 2020

Get the Industry's Best Tax Update

 

Our Federal & California Tax Update is the most comprehensive, informative tax update in the industry.
When you choose this live tax seminar, you’ll understand why financial professionals nationwide consider it the best.

The individual tax session takes an in-depth look at the individual tax return plus 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 for business, corporate and LLC taxes. Tax experts Sharon Kreider and Karen Brosi will compare and contrast federal and California tax issues, while answering your critical questions. Presentations also cover recommendations on ways to advise your clients in light of recent changes, and how to file accurately on their behalf. 

Offered in 13 convenient locations throughout California, this two-day, interactive seminar is designed to provide you with an overview of key law and process changes to both individual and business tax returns, and offers practical scenarios to help you apply what you learn.

 

Federal & California Tax Update Locations

Seminar meets 8:00AM-4:00PM

State City Date Instructor Location Details
CA Garden Grove 11/20/2019 - 11/21/2019 Sharon Kreider & Karen Brosi Details
CA San Luis Obispo 12/02/2019 - 12/03/2019 Sharon Kreider & Karen Brosi Details
CA Oakland 12/05/2019 - 12/06/2019 Sharon Kreider & Karen Brosi Details
CA South San Francisco 12/09/2019 - 12/10/2019 Sharon Kreider & Karen Brosi Details
CA San Ramon 12/11/2019 - 12/12/2019 Sharon Kreider & Karen Brosi Details
CA San Diego 12/16/2019 - 12/17/2019 Sharon Kreider & Karen Brosi Details
CA Rohnert Park 01/06/2020 - 01/07/2020 Sharon Kreider & Karen Brosi Details
CA San Jose 01/09/2020 - 01/10/2020 Sharon Kreider & Karen Brosi Details
CA Sacramento 01/13/2020 - 01/14/2020 Sharon Kreider & Karen Brosi Details
CA Woodland Hills 01/16/2020 - 01/17/2020 Sharon Kreider & Karen Brosi Details

Individual Tax Highlights


  • Updates on the latest individual tax reform developments
  • Planning ideas regarding individual tax reform
  • Updates on ACA and 'Repeal and Replace' developments
  • 20% capital gains tax +3.8% NII tax issues
  • Mortgage interest deductions cases and rulings
  • Charity audit issues including the RERI Holdings decision
  • Refundable and nonrefundable credit rule changes
  • Kiddie tax issues and proposed legislation news
  • FBAR and FATCA reporting
  • IRA issues including SECURE legislation news
  • Tax issues for online rentals
  • IRS clarification on who is and isn't a real estate professional
  • Estate and gift planning ideas updated
  • Trust tax updated including the Kaestner decision
  • A bipartisan IRS bill, Taxpayer First Act (HR3151)
  • 2019 Form 1040. Farewell to the “postcard”
  • Forms 8995 and 8985-A required for QBI deduction claims in 2019
  • Virtual Currency Transactions – IRS Soft Notice Letters 6173, 6174, 6174-A

Business Tax Highlights


  • Updates on the latest business tax reform developments
  • Planning ideas and examples implementing business tax reform
  • Changes to depreciation and update on technical corrections to QIP
  • Review of several 2019 clarifications to the QBI deduction including new 2019 Forms 8995 and 8995-A
  • Details on the aggregation election on the individual return and the RPE
  • Changes to the information required on the RPE’s return regarding QBI
  • Factors for classifying a real estate rental as a “business” for the QBI deduction
  • Updates on payroll tax issues including the new Form 1099-NEC
  • News on hot audit targets for S corporations and LLCs
  • Reminders on the streamlined audit provisions for partnerships and LLCs
  • Decision making on choice of entity after the QBI deduction
  • Review of the section 163(j) rules on interest deductions
  • Updates on ACA and its “employer mandate” including the Cadillac tax
  • Plus what the IRS is planning for 2019 business return examinations

SIGN UP YOUR TEAM AND SAVE!

 Get the most comprehensive, informative Federal & California Tax Update in the industry 
at a discounted rate when you r
egister four or more of your firm members.

 

LEARN MORE ABOUT GROUP PRICING

Review Course Details


Federal & California Tax Update - Day 1
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites To Be Announced

Course Description

To Be Announced


Course Specifics

NASBA Category: Taxes
Prerequisites: To Be Announced
Course ID: LE8198032
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: 0MYXB IRS Course #: 0MYXB-U-01444-19-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1344 CTEC Federal Tax Update Credits: 8
CA CLE Provider #: 5046 CA CLE Credits 13.75
(total for 2 day program):
CFP Provider #: 3199 CFP Course #: 254187


Learning Objectives

To Be Announced

Federal & California Tax Update - Day 2
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites To Be Announced

Course Description

To Be Announced


Course Specifics

NASBA Category: Taxes
Prerequisites: To Be Announced
Course ID: LE8198033
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: 0MYXB IRS Course #: 0MYXB-U-01446-19-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1345 CTEC Federal Tax Update Credits: 5
CA CLE Provider #: 5046 CA CLE Credits 13.75
(total for 2 day program):
CFP Provider #: 3199 CFP Course #: 254189


Learning Objectives

To Be Announced


Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2019-2020 Federal & California Tax Update Manual, when you purchase any Federal & California 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 thousands of 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!

Sharon Kreider


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.


Mark F. Seid, EA, CPA
has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.

Mark Seid

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