Federal and California Tax Updates




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Join tax rockstars Gary McBride, CPA and Annette Nellen, CPA on their California Tax tour. Learn about important changes in Federal and California Tax Law—study new legislation, regulations and case rulings. Over 2 days at each location, McBride & Nellen will cover 2 courses (16 CPE total):

  • Day 1: Federal and California Update for Individuals
  • Day 2: Federal and California Update for Businesses & Estates



Federal and California Tax Update for Individuals
Dec. 2: East Bay | Webcast
Dec. 9: Burbank | Webcast
Dec. 12: Webcast
Dec. 16: Burlingame | Webcast
Jan. 2: Webcast
Jan. 6: San Diego
Jan. 9: Los Angeles | Webcast
Jan. 13: Costa Mesa
Jan. 16: Sacramento
Jan. 23: Burlingame | Webcast
Jan. 30: Webcast
Federal and California Tax Update for Businesses & Estates
Dec. 3: East Bay | Webcast
Dec. 10: Burbank | Webcast
Dec. 13: Webcast
Dec. 17: Burlingame | Webcast
Jan. 3: Webcast
Jan. 7: San Diego
Jan. 10: Los Angeles | Webcast
Jan. 14: Costa Mesa
Jan. 17: Sacramento
Jan. 24: Burlingame | Webcast
Jan. 31: Webcast

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, TCJA guidance, regulations, cases, rulings and other important developments affecting individual taxpayers.

Course materials summarize each important development and the eBook provides links to the full text of source documents discussed during the program. Materials are supplemented by a website maintained for this course—mntaxclass.com—which provides up-to-date additions, including instructor PPT slides and other supplementary materials. Note: This is the companion course to Federal and California Tax Update for Businesses and Estates.

Learning Objectives:

  • Identify new federal and California tax legislation affecting individuals.
  • Determine the past year's significant regulations; IRS and FTB rulings; and other administrative guidance on individual income tax matters.
  • Identify the most important 2019 court cases addressing individual income tax issues.

Topics Presented:

  • Tax Cuts and Jobs Act provisions for individuals including coverage of the Section 199A regulations and tips for identifying clients who can claim this 20% deduction and how to work your way through the definitions and limitations; planning considerations are also covered for all topics.
  • 2019 federal and California tax legislation.
  • 2019 final and proposed individual income tax regulations.
  • Relevant IRS and FTB rulings and notices.
  • Relevant individual income tax cases.
  • Tax practice and compliance matters, including planning and due diligence considerations.
Credits:
CPE: 8, MCLE: 6.5, IRS-FTL: 8, CFP: 8, CTEC-FTL: 8, MCLE LS-TX: 6.5
Level:
Update
Designed for:
CPAs, attorneys and tax practitioners.

Federal and California Tax Update for Businesses & Estates

Stay current on tax law changes that impact you and your practice. Dive into the latest federal and California tax developments affecting C and S corps, partnerships, estates, trusts and exempt organizations.

This course will examine details of new legislation, guidance on the TCJA, 2019 cases and rulings and provide valuable planning and practice insights. Course materials summarize each vital development, and the e-Book provides links to the full text of source documents discussed during the program. Materials are supplemented by a website maintained for this course—mntaxclass.com—which provides up-to-date additions, including instructor PPT slides and other supplementary materials.

Learning Objectives:

  • Recognize new federal and California tax legislation affecting corporations, partnerships, estates and trusts, and how that legislation will impact your clients.
  • Identify the past year's significant regulations, IRS and FTB rulings, as well as other administrative guidance on business and estate tax matters.
  • Determine the most important 2019 court cases addressing business and estate tax issues.

Topics Presented:

  • 2019 federal and California tax legislation.
  • 2019 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 developments.
Credits:
CPE: 8, MCLE: 6.5, IRS-FTL: 8, CTEC-FTL: 8, MCLE LS-TX: 6.5
Level:
Update
Designed for:
CPAs, financial professionals and attorneys.