Live Seminars

2018-2019 Federal & California Update

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 a live tax seminar, you’ll understand why financial professionals nationwide consider it the industry’s best.

The individual tax session will take 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 this year for business, corporate and LLC taxes. Tax experts Sharon Kreider and Karen Brosi will compare and contrast federal and California 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 15 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 offer practical scenarios to help you apply what you learn.

 

Learn About Federal & California Tax Update Locations

State City Date Course Instructor Location Details
CA Torrance 11/12/2018 Federal & California Tax Update - Torrance - Day 1 Sharon Kreider & Karen Brosi Details
CA Torrance 11/13/2018 Federal & California Tax Update - Torrance - Day 2 Sharon Kreider & Karen Brosi Details
CA Ontario 11/27/2018 Federal & California Tax Update - Ontario - Day 1 Sharon Kreider & Karen Brosi Details
CA Ontario 11/28/2018 Federal & California Tax Update - Ontario - Day 2 Sharon Kreider & Karen Brosi Details
CA Burbank 11/29/2018 Federal & California Tax Update - Burbank - Day 1 Sharon Kreider & Karen Brosi Details
CA Burbank 11/30/2018 Federal & California Tax Update - Burbank - Day 2 Sharon Kreider & Karen Brosi Details
CA San Luis Obispo 12/03/2018 Federal & California Tax Update - San Luis Obispo - Day 1 Sharon Kreider & Karen Brosi Details
CA San Luis Obispo 12/04/2018 Federal & California Tax Update - San Luis Obispo - Day 2 Sharon Kreider & Karen Brosi Details
CA Garden Grove 12/06/2018 Federal & California Tax Update - Garden Grove - Day 1 Sharon Kreider & Karen Brosi Details
CA Garden Grove 12/07/2018 Federal & California Tax Update - Garden Grove - Day 2 Sharon Kreider & Karen Brosi Details
CA South San Francisco 12/10/2018 Federal & California Tax Update - South San Francisco - Day 1 Sharon Kreider & Karen Brosi Details
CA South San Francisco 12/11/2018 Federal & California Tax Update - South San Francisco - Day 2 Sharon Kreider & Karen Brosi Details
CA San Ramon 01/02/2019 Federal & California Tax Update - San Ramon - Day 1 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA San Ramon 01/03/2019 Federal & California Tax Update - San Ramon - Day 2 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Culver City 01/07/2019 Federal & California Tax Update - Culver City - Day 1 Sharon Kreider & Karen Brosi Details
CA Culver City 01/08/2019 Federal & California Tax Update - Culver City - Day 2 Sharon Kreider & Karen Brosi Details
CA San Diego 01/10/2019 Federal & California Tax Update - San Diego - Day 1 Sharon Kreider & Karen Brosi Details
CA San Diego 01/11/2019 Federal & California Tax Update - San Diego - Day 2 Sharon Kreider & Karen Brosi Details
CA Sacramento 01/14/2019 Federal & California Tax Update - Sacramento - Day 1 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Sacramento 01/15/2019 Federal & California Tax Update - Sacramento - Day 2 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Woodland Hills 01/17/2019 Federal & California Tax Update - Woodland Hills - Day 1 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Woodland Hills 01/18/2019 Federal & California Tax Update - Woodland Hills - Day 2 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Oakland 01/22/2019 Federal & California Tax Update - Oakland - Day 1 Sharon Kreider & Karen Brosi Details
CA Oakland 01/23/2019 Federal & California Tax Update - Oakland - Day 2 Sharon Kreider & Karen Brosi Details
CA San Jose 01/24/2019 Federal & California Tax Update - San Jose - Day 1 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA San Jose 01/25/2019 Federal & California Tax Update - San Jose - Day 2 Sharon Kreider & Karen Brosi &
Mark Seid, EA, CPA, USTCP
Details
CA Santa Rosa 01/29/2019 Federal & California Tax Update - Santa Rosa - Day 1 Sharon Kreider & Karen Brosi Details
CA Santa Rosa 01/30/2019 Federal & California Tax Update - Santa Rosa - Day 2 Sharon Kreider & Karen Brosi Details

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

 

INDIVIDUAL TAX HIGHLIGHTS

  • What are the 50 most important individual Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new individual tax planning ideas after tax reform!
  • Will each of your clients pay more, or less, taxes after tax reform?
  • Know how kiddie tax increases equal 10 times more tax in 2018. And most trust administrators have no idea!
  • Does your client know how the increase in standard deduction will impact their tax return?
  • When will the loss of personal exemptions increase your client’s taxes?
  • Will the family tax credit make up for the loss of the personal exemptions?
  • Will the limit on the SALT deduction mean fewer of your clients will itemize?
  • When will the changes to the mortgage interest deduction hurt homeowners?
  • What happens when homeowners refinance acquisition debt after Dec. 15, 2017?
  • What do homeowners do after the repeal of the home equity debt?
  • When is it still possible to deduct interest on borrowing from one’s home equity?
  • How will your clients avoid the loss of his or her unreimbursed employee business expenses (Form 2106)? Help your client prepare an action plan!
  • Who else loses with the loss of the 2% miscellaneous itemized deductions?
  • When will AMT affect your clients?
  • How does the change to tax-free exchanges affect your clients? Cost seg. studies are more important now! Learn why.
  • Are investors hurt by tax reform? Not with proper planning!
  • Are retirees hurt by tax reform? Probably.
  • Are real estate rentals helped by tax reform? Some are!
  • What do your divorcing clients, and divorce attorneys, do now that alimony isn’t deductible or taxable for 2019?
  • Learn the latest updates on ACA and “Repeal and Replace” developments!
  • How will the 20% capital gains tax +3.8% NII tax issues impact your clients?
  • What are the latest charity audit issues?
  • What are the credit rule changes?
  • Is FBAR and FATCA reporting still important? You bet!
  • What are the latest tax issues for online rentals?
  • How does the IRS clarification on who is and isn’t a real estate professional impact your clients?
  • What are the latest estate and gift thresholds? Is estate planning still necessary? 

BUSINESS TAX HIGHLIGHTS 

  • What are the 50 most important business Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new business tax planning ideas after tax reform!
  • Find answers to your client’s questions on the new 20% Qualified Business Income deduction.
  • Do you know who benefits, and who doesn’t benefit, from the 20% QBI deduction?
  • Understand how the three QBI deduction limitations work!
  • What is the best entity for your client to choose after the 20% QBI deduction?
  • Is the sole proprietorship the right choice for some clients?
  • Is an LLC better than an S corporation?
  • When is the S corporation the right choice when the QBI deduction is considered?
  • Will converting to a closely-held C corporation reduce taxes? Most likely not!
  • How does the §179 expensing deduction and 100% bonus depreciation change business purchases! Which is better?
  • When does a new roof qualify for expensing?
  • Our clients must separate entertainment expenses from business meals now! Why?
  • How did luxury car depreciation limits change. Great news for many!
  • How has the NOL deduction been limited?
  • Can business losses be too big to use? Tragically, yes!
  • Does the new family leave credit benefit individuals? Businesses? Yes, to both.
  • Did accounting methods change for my clients?
  • Learn the latest ACA “Repeal and Replace” developments and how these proposals impact large and small businesses.
  • Know the impact of marijuana taxation as states legalize its sale.
  • Identity scams hitting employers.
  • How will the IRS budget allocations to new law implementation affect your clients and you?
  • What are the top 10 most litigated tax issues? Is your client a target?
  • Know the impact of employee misclassification.
  • What is corporate reasonable compensation and what is new?
  • What are the tax issues for the “sharing economy”?

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

California 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.

  

TAX UPDATE PLUS PASS

BEST VALUE! ACCESS TO FEDERAL TAX UPDATE & 300+ COURSES ONLINE—VALID FOR 12 MONTHS

 

ONLY $689

FEDERAL & CALIFORNIA TAX UPDATE

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Review Course Details


Federal & California Tax Update - Day 1
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites General tax preparation for individuals and businesses

Course Description

One tax seminar a year is a must, and this is the best in the nation! This comprehensive two-day course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. We'll compare and contrast federal and California issues side-by-side while providing answers to all your tax questions. You'll receive the most complete and up-to-date printed manual, plus a digital reference manual conveniently hyperlinked to the Internal Revenue Code. 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, and federal payroll changes.

 

Highlights include:

 

  • What are the 50 most important individual Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new individual tax planning ideas after tax reform!
  • Will each of your clients pay more, or less, taxes after tax reform?
  • Know how kiddie tax increases equal 10 times more tax in 2018. And most trust administrators have no idea!
  • Does your client know how the increase in standard deduction will impact their tax return?
  • When will the loss of personal exemptions increase your client’s taxes?
  • Will the family tax credit make up for the loss of the personal exemptions?
  • Will the limit on the SALT deduction mean fewer of your clients will itemize?
  • When will the changes to the mortgage interest deduction hurt homeowners?
  • What happens when homeowners refinance acquisition debt after Dec. 15, 2017?
  • What do homeowners do after the repeal of the home equity debt?
  • When is it still possible to deduct interest on borrowing from one’s home equity?
  • How will your clients avoid the loss of his or her unreimbursed employee business expenses (Form 2106)? Help your client prepare an action plan!
  • Who else loses with the loss of the 2% miscellaneous itemized deductions?
  • When will AMT affect your clients?
  • How does the change to tax-free exchanges affect your clients? Cost seg. studies are more important now! Learn why.
  • Are investors hurt by tax reform? Not with proper planning!
  • Are retirees hurt by tax reform? Probably.
  • Are real estate rentals helped by tax reform? Some are!
  • What do your divorcing clients, and divorce attorneys, do now that alimony isn’t deductible or taxable for 2019?
  • Learn the latest updates on ACA and “Repeal and Replace” developments!
  • How will the 20% capital gains tax +3.8% NII tax issues impact your clients?
  • What are the latest charity audit issues?
  • What are the credit rule changes?
  • Is FBAR and FATCA reporting still important?  You bet!
  • What are the latest tax issues for online rentals?
  • How does the IRS clarification on who is and isn’t a real estate professional impact your clients?
  • What are the latest estate and gift thresholds? Is estate planning still necessary?
  • Your materials include 5 comprehensive examples that compare a client’s 2017 tax to her or his 2018 taxes and six client letters on various parts of tax reform!
  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

 

This course is CFP board accepted.


Course Specifics

NASBA Category: Taxes
Prerequisites: General tax preparation for individuals and businesses
Course ID: LE8188032
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: 0MYXB IRS Course #: 0MYXB-U-01290-18-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1235 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 #: 239272


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Learn the various individual tax reform provisions.
  • Discuss notices and regulations from the IRS to implement tax reform.
  • Explain to your clients how tax reform impacts their tax bill.
  • Enumerate planning ideas for individual tax reform.
  • Accurately prepare returns for individual taxpayers considering tax reform.
  • Convey details of the Affordable Care Act (ACA) and current developments in “Repeal and Replace.”
  • Understand and apply the various IRA and Roth IRA rules to properly utilize these vehicles for retirement and tax planning.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas for clients with small estates.
  • Apply the many other individual tax changes applicable for 2018 returns (these will be updated throughout the year)

Federal & California Tax Update - Day 2
Delivery LIVE
CPE Credits 8
Level Update
NASBA Category Taxes
Prerequisites General tax preparation for individuals and businesses

Course Description

One tax seminar a year is a must, and this is the best in the nation! This comprehensive two-day course, presented by Sharon Kreider and Karen Brosi, is the first fully integrated tax program in the industry. We'll compare and contrast federal and California issues side-by-side while providing answers to all your tax questions. You'll receive the most complete and up-to-date printed manual, plus a digital reference manual conveniently hyperlinked to the Internal Revenue Code. 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, and federal payroll changes.

 

Highlights include:

  • What are the 50 most important business Tax Cuts and Jobs Act 2018 changes?
  • Learn over 50 new business tax planning ideas after tax reform!
  • Find answers to your client’s questions on the new 20% Qualified Business Income deduction.
  • Do you know who benefits, and who doesn’t benefit, from the 20% QBI deduction?
  • Understand how the three QBI deduction limitations work!
  • What is the best entity for your client to choose after the 20% QBI deduction?
  • Is the sole proprietorship the right choice for some clients?
  • Is an LLC better than an S corporation?
  • When is the S corporation the right choice when the QBI deduction is considered?
  • Will converting to a closely-held C corporation reduce taxes? Most likely not!
  • How does the §179 expensing deduction and 100% bonus depreciation change business purchases! Which is better?
  • When does a new roof qualify for expensing?
  • Our clients must separate entertainment expenses from business meals now! Why?
  • How did luxury car depreciation limits change. Great news for many!
  • How has the NOL deduction been limited?
  • Can business losses be too big to use? Tragically, yes!
  • Does the new family leave credit benefit individuals? Businesses? Yes, to both.
  • Did accounting methods change for my clients?
  • Learn the latest ACA “Repeal and Replace” developments and how these proposals impact large and small businesses.
  • Know the impact of marijuana taxation as states legalize its sale.
  • Identity scams hitting employers.
  • How will the IRS budget allocations to new law implementation affect your clients and you?
  • What are the top 10 most litigated tax issues? Is your client a target?
  • Know the impact of employee misclassification.
  • What is corporate reasonable compensation and what is new?
  • What are the tax issues for the “sharing economy”?
  • Identify important filing issues experienced by California taxpayers.
  • Learn the details of how California doesn't conform with the new law.

 

This course is CFP board accepted.


Course Specifics

NASBA Category: Taxes
Prerequisites: General tax preparation for individuals and businesses
Course ID: LE8188033
Advanced Preparation: None


Compliance Information

NASBA: 103220 IRS Provider #: 0MYXB IRS Course #: 0MYXB-U-01289-18-I IRS Federal Tax Update Credits: 8
CTEC Provider #: 2071 CTEC Course #: 2071-CE-1234 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 #: 239279


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Discuss business tax reform developments.
  • Be able to inform your clients on the impact of tax reform.
  • Enumerate planning ideas for business tax reform.
  • Accurately prepare returns for business taxpayers.
  • Convey details of the Affordable Care Act (ACA) and current developments in “Repeal and Replace.”
  • Recognize opportunities to use business credits.
  • Compare qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans, identifying the rules on loans to participants and hardship distribution rules to ensure compliance with tax regulations.
  • Discuss income subject to self-employment tax and withholding from wages and assess the impact of various withholding and wages issues.
  • Determine the difference between an independent contractor and an employee and examine subsequent reporting requirements.
  • Discuss C corporation cases and rulings.
  • Discuss S corporation cases and rulings.
  • Discuss partnership and LLC cases and rulings
  • Understand federal changes and new rulings for business tax returns.
  • Provide tax services for clients based on IRS practice and procedure provisions.
  • Describe new developments in IRS policies and procedures.


Tax Update Manual Included!

Receive a fully-linked, dynamic, PDF copy of our 2018-2019 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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