2021–2022 Tax Journey

CalCPA Tax Road Map

Plan Your Tax Journey With CalCPA

Start your tax education journey here! The CalCPA Tax Roadmap is a simple way to plan and customize your education for the upcoming season and beyond. Led and designed by the top tax experts in the nation, this roadmap has streamlined the most current education events available. Plan your trip today!


01

CPE TAX WEBCASTS | Ongoing

If you need to get up to speed on a new topic or refresh your knowledge, CalCPA courses are offered on multiple dates year-round to give you what you need when you need it.

06

UCLA EXTENSION TAX CONTROVERSY INSTITUTE | Nov. 15

Helping your clients mitigate tax compliance risk and resolving disputes with the IRS is a key step in your tax journey. Learn the latest including a keynote by 49th IRS Commissioner Charles P. Rettig.

02

STAFF TAX TRAINING | Dates Available Between Oct. 21–Jan. 7

Build your team’s professional development foundation with CalCPA’s Staff Tax Training programs. These comprehensive, workshop-style, core training programs will ensure that your staff has the skills to maximize their productivity, profitability and commitment to your firm.

07

TAXTREK: INTERNATIONAL | Nov. 16

Globalization isn’t just a buzzword describing our modern economy—it impacts the work of businesses and individuals and the tax professionals who advise them. This event contains clear overviews, insightful discussions and best practices from the top international tax experts.

03

TEI CALCPA FINANCIAL REPORTING | Nov. 3

The world of tax reporting is becoming increasingly complex. Explore the income tax implications of the political landscape, international tax, disclosures and hot topics.

08

TAXTREK | Nov. 17–18

This two-day event delivers a variety of advanced topics that include detailed review of the biggest changes in individual and corporate taxation for 2021, practical advice for guiding your clients to minimize tax costs and best practices to help you prepare for the upcoming tax season.

04

TITANS OF TAX TOUR | Dates Available Between Nov. 4–Feb. 11

Join Annette Nellen, CGMA, CPA, Esq., and Gregory Kling, CPA, MST, on the California Tax Tour. Learn about important changes in Federal and California Tax Law and study new legislation, regulations and case rulings.


09

REAL ESTATE VIRTUAL CONFERENCE | Nov. 19

Deepen your knowledge of the key economic, tax and legal developments impacting property owners such as 199A, Opportunity Zones and 1031 Exchanges.

05  

37TH ANNUAL TEI-SJSU HIGH-TECH TAX INSTITUTE | Nov. 8–9

This two-day conference focuses on leading edge topics relevant to high-tech companies and their tax professionals. These subjects are addressed by nationally and internationally recognized practitioners and government representatives.

 10

TAX SELF-STUDY COURSES | Ongoing

Search from hundreds self-paced, skill-building tax courses. All exams are open-book and your exam auto-saves each time you select an answer to a question. Best of all, it's not timed, so you can log out/resume your exam when you are ready. You have one year and three opportunities from the date of purchase to take the exam.

 Tax Guide Download

TITANS OF TAX TOUR | Dates Available Between Nov. 5–Feb 4

Join tax rockstar Annette Nellen, CGMA, CPA, Esq.,  on the California Tax Tour. Learn about important changes in Federal and California Tax Law and study new legislation, regulations and case rulings.

TITANS OF TAX TOUR | Dates Available Between Nov. 5–Feb 4

Join tax rockstar Annette Nellen, CGMA, CPA, Esq.,  on the California Tax Tour. Learn about important changes in Federal and California Tax Law and study new legislation, regulations and case rulings.