Federal and California Tax Updates


Titans of Tax Tour 2020-2021

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Nellen - Titans of Tax Tour TicketJoin tax rockstar Annette Nellen, CGMA, CPA, Esq. on the 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, 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
PART OF THE TAX ROADMAP
Tax Roadmap
Federal and California Tax Update for Individuals
Nov. 5 | LearningPlus+ | More Info. | ADD TO CART
Nov. 30 | Webcast | More Info. | ADD TO CART
Dec. 3 | LearningPlus+ | More Info.ADD TO CART
Dec. 7 | Webcast | More Info. | ADD TO CART
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Dec. 28 | Webcast | More Info. | ADD TO CART
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Jan. 21 | Webcast | More Info. | ADD TO CART
Jan. 28 | Webcast | More Info. | ADD TO CART
Feb. 4 | Webcast | More Info. | ADD TO CART
Federal and California Tax Update for Businesses & Estates
Nov. 6 | LearningPlus+ | More Info. | ADD TO CART
Dec. 1 | Webcast | More Info. | ADD TO CART
Dec. 4 | LearningPlus+ | More Info. | ADD TO CART
Dec. 8 | Webcast | More Info.ADD TO CART
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Dec. 29 | Webcast | More Info. | ADD TO CART
Jan. 5 | Webcast | More Info. | ADD TO CART
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Feb. 5 | Webcast | More Info. | ADD TO CART

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. Note: This is the companion course to Federal and California Tax Update for Businesses and Estates.

Instructors:

  • Annette Nellen, CGMA, CPA, Esq.
  • Cameron Lenard Hess, CPA, Esq.
  • Dennis L Perez, Esq.
  • Michel R. Stein, Esq.
  • Minna C. Yang, Esq.
  • Steven Toscher, Esq.

Learning Objectives:

  • Identify new federal and California tax legislation affecting individuals
  • Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts
  • Identify new due diligence areas relevant to individual income tax matters
  • Learn how new tax rules affect tax planning and compliance

Topics Presented:

  • 2020 legislation from Congress and California, including COVID-19 law changes
  • Income inclusions, exclusions and deductions, including Section 199A developments
  • Property transaction updates including for virtual currency
  • Passive activities, hobby and other losses
  • California major developments for individuals
  • Filing status, credits and retirement plan developments
  • Expiring provisions.
  • Tax practice and, procedures presented by the Hockham Salkin Toscher Perez law firm
  • Due diligence reminders
  • Post-election tax outlook federal and California
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, 2020 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.

Instructors:

  • Annette Nellen, CGMA, CPA, Esq.
  • Justin T Miller, AEP, CFP, J.D., LL.M., TEP
  • Troy Lewis, CPA

Learning Objectives:

  • Recognize and apply federal and California tax developments affecting corporations, partnerships, estates and trusts, and how these new provisions and interpretations impact planning and compliance for your clients
  • Identify the year's significant regulations, IRS and FTB rulings, as well as other administrative guidance on business and estate tax matters
  • Describe the most important 2020 court cases addressing business entities

Topics Presented:

  • New law provisions and guidance affecting business entities, tax-exempts, and estates and trusts
  • Continued relevance of COVID-19 law changes still relevant at year end and into 2021
  • Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations
  • Partnership current developments presented by Troy Lewis
  • Employment taxes and worker classification matters
  • Accounting method developments
  • Estate and trust current developments presented by Justin Miller
  • State of California and multistate major developments including nexus and sourcing
  • Expiring provisions
  • Looking forward post-election

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.