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 Course Instructor Location Details
CA Ontario 11/11/2019 Federal & California Tax Update - Ontario - Day 1 Sharon Kreider & Karen Brosi Details
CA Ontario 11/12/2019 Federal & California Tax Update - Ontario - Day 2 Sharon Kreider & Karen Brosi Details
CA Burbank 11/13/2019 Federal & California Tax Update - Burbank - Day 1 Sharon Kreider & Karen Brosi Details
CA Burbank 11/14/2019 Federal & California Tax Update - Burbank - Day 2 Sharon Kreider & Karen Brosi Details
CA Torrance 11/18/2019 Federal & California Tax Update - Torrance - Day 1 Sharon Kreider & Karen Brosi Details
CA Torrance 11/19/2019 Federal & California Tax Update - Torrance - Day 2 Sharon Kreider & Karen Brosi Details
CA Garden Grove 11/20/2019 Federal & California Tax Update - Garden Grove - Day 1 Sharon Kreider & Karen Brosi Details
CA Garden Grove 11/21/2019 Federal & California Tax Update - Garden Grove - Day 2 Sharon Kreider & Karen Brosi Details
CA San Luis Obispo 12/02/2019 Federal & California Tax Update - San Luis Obispo - Day 1 Sharon Kreider & Karen Brosi Details
CA San Luis Obispo 12/03/2019 Federal & California Tax Update - San Luis Obispo - Day 2 Sharon Kreider & Karen Brosi Details
CA Oakland 12/05/2019 Federal & California Tax Update - Oakland - Day 1 Sharon Kreider & Karen Brosi Details
CA Oakland 12/06/2019 Federal & California Tax Update - Oakland - Day 2 Sharon Kreider & Karen Brosi Details
CA South San Francisco 12/09/2019 Federal & California Tax Update - South San Francisco - Day 1 Sharon Kreider & Karen Brosi Details
CA South San Francisco 12/10/2019 Federal & California Tax Update - South San Francisco - Day 2 Sharon Kreider & Karen Brosi Details
CA San Ramon 12/11/2019 Federal & California Tax Update - San Ramon - Day 1 Sharon Kreider & Karen Brosi Details
CA San Ramon 12/12/2019 Federal & California Tax Update - San Ramon - Day 2 Sharon Kreider & Karen Brosi Details
CA San Diego 12/16/2019 Federal & California Tax Update - San Diego - Day 1 Sharon Kreider & Karen Brosi Details
CA San Diego 12/17/2019 Federal & California Tax Update - San Diego - Day 2 Sharon Kreider & Karen Brosi Details
CA Rohnert Park 01/06/2020 Federal & California Tax Update - Santa Rosa - Day 1 Sharon Kreider & Karen Brosi Details
CA Rohnert Park 01/07/2020 Federal & California Tax Update - Santa Rosa - Day 2 Sharon Kreider & Karen Brosi Details
CA San Jose 01/09/2020 Federal & California Tax Update - San Jose - Day 1 Sharon Kreider & Karen Brosi Details
CA San Jose 01/10/2020 Federal & California Tax Update - San Jose - Day 2 Sharon Kreider & Karen Brosi Details
CA Sacramento 01/13/2020 Federal & California Tax Update - Sacramento - Day 1 Sharon Kreider & Karen Brosi Details
CA Sacramento 01/14/2020 Federal & California Tax Update - Sacramento - Day 2 Sharon Kreider & Karen Brosi Details
CA Woodland Hills 01/16/2020 Federal & California Tax Update - Woodland Hills - Day 1 Sharon Kreider & Karen Brosi Details
CA Woodland Hills 01/17/2020 Federal & California Tax Update - Woodland Hills - Day 2 Sharon Kreider & Karen Brosi Details

Individual and Business Tax Course Highlights Coming Soon. 

California HIGHLIGHTS

  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

CALIFORNIA TAX HIGHLIGHTS

  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

FEDERAL AND CALIFORNIA TAX UPDATE SEMINARS MEET 8:00 A.M. - 4:00 P.M.

 

 

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egister four or more of your firm members.

 

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Review Course Details


Federal & California Tax Update - Day 1
Delivery LIVE
CPE Credits
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 #: IRS Course #: IRS Federal Tax Update Credits:
CTEC Provider #: CTEC Course #: CTEC Federal Tax Update Credits:
CA CLE Provider #: 5046 CA CLE Credits 13.75
(total for 2 day program):
CFP Provider #: 3199 CFP Course #: 239272


Learning Objectives

To Be Announced

Federal & California Tax Update - Day 2
Delivery LIVE
CPE Credits
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 #: IRS Course #: IRS Federal Tax Update Credits:
CTEC Provider #: CTEC Course #: CTEC Federal Tax Update Credits:
CA CLE Provider #: 5046 CA CLE Credits 13.75
(total for 2 day program):
CFP Provider #: 3199 CFP Course #: 239279


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!

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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