Federal and California Tax Updates

Tax Season Is Coming—Be Prepared!
Annette Nellen and Gary McBride

Join Annette Nellen and Gary McBride when they lead these companion courses: Federal and California Tax Update for Individuals and Federal and California Tax Update for Businesses and Estates.

These courses will respectively provide an in-depth analysis of the year's important changes in federal and California tax law involving new legislation, regulations, cases rulings and more; and help you stay current on tax law changes affecting C and S corps, partnerships, estates, trusts and exempt organizations.

These courses are offered live throughout California with a few select webcast dates. 

Note: If you attended either of this courses between Nov. 27 and Dec. 15, you'll find the course update addressing the new legislative changes in your archives in early February.

Federal and California Tax Update for Individuals

This in-depth analysis of the year's important changes in federal and California tax law will take you through new legislation, regulations, cases, rulings and other important developments affecting individual taxpayers.

CPE 8; CTEC-FTL 8; IRS-FTL 8;
MCLE 6.5; LS-TX 6.5

Major topics covered:

  • 2017 federal and California tax legislation.
  • 2017 final and proposed individual income tax regulations.
  • Relevant IRS and FTB rulings and notices.
  • Relevant individual income tax cases.
  • Tax practice and compliance issues.

11/27 » Burlingame | Webcast
11/30 » Palm Springs CPE Week
12/7 » Fresno
12/11 » Burbank Area
12/14 » Webcast
1/4 » San Diego Area

1/8 » Los Angeles Airport
1/11 » Webcast
1/15 » Sacramento Area
1/18 » Orange County North

1/25 » San Francisco Webcast

Federal and California Tax Update for Businesses and Estates

Stay current on tax law changes that impact you and your practice as we dive into the latest federal and California tax developments affecting C and S corps, partnerships, estates, trusts and exempt organizations. This course will examine new legislation, 2017 cases and rulings and provide valuable planning and practice insights.

CPE: 8; CFP: 8; CTEC-FTL: 8; MCLE: 6.5; MCLE LS-TX: 6.5; IRS-FTL: 8

Major topics covered:

  • 2017 federal and California tax legislation.
  • 2017 final and proposed regulations affecting businesses, exempt organizations, trusts and estates.
  • Significant IRS and FTB rulings and notices.
  • Important business, trust and estate tax cases.
  • Tax practice and compliance issues.

11/28 » Burlingame | Webcast
12/1 » Palm Springs CPE Week
12/8 » Fresno
12/12 » Burbank Area
12/15 » Webcast
1/5 » San Diego Area
1/9 » Los Angeles Airport
1/12 » Webcast
1/16 » Sacramento Area
1/19 » Orange County North

1/26 » San Francisco | Webcast

Meet your instructors

Gary R. McBride, CPA, Esq., LL.M. is a professor emeritus at California State University, East Bay - former director of the Graduate Tax Program. He is Principal in Summit Accountancy Group, Inc. McBride has worked for the IRS as a revenue agent, special agent, and technical advisor in the IRS National Office. In addition to tax matters in general, he specializes in mergers and acquisitions, partnership tax, estate and gift tax, and international taxation, and continually writes for and lectures to tax professionals. He holds both his juris doctor degree and his master of laws in taxation, and in addition to being an attorney is a licensed CPA.

Annette Nellen, CPA, CGMA, Esq. is a professor and director of San Jose State University’s graduate tax program (MST), where she teaches tax research, accounting methods, property transactions, employment tax, ethics and tax policy. She serves as chair of the AICPA Tax Executive Committee and is a member of the AICPA Tax Reform Tax Force. In 2013, she received the AICPA Arthur J. Dixon Memorial Award, the highest award given by the accounting profession in the area of taxation. Nellen is an author with Bloomberg BNA, is an editor for the Southwestern Federal Taxation textbooks, and is a monthly columnist for the AICPA Tax Insider and State Tax Notes. Nellen testified on federal and state tax reform before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee and tax reform commissions. She is serving a two-year term on the Advisory Council to the Executive Director of the California Board of Equalization. Nellen is a graduate of CSUN, Pepperdine and Loyola Law School.