Titans of Tax has a new name. And more ways to learn.
Your annual tax update.
Your way.
The trusted tax expertise you know, now with three ways to stay ahead. Whether you need advanced analysis, practical guidance or a streamlined annual update, choose the experience that fits your practice.
Three updates. One is yours.
Answer up to three quick questions about how you practice. We’ll point you to the update that fits and tell you why.
Pick your depth.
Each update is complete on its own, not a rung on a ladder. Choose the one that fits your practice, your priorities and your schedule, and skip the rest. All webinars are $329 for members and $439 for nonmembers per 8-hour course.
Go deep.
CalCPA Signature Federal & California Tax Update
For experienced practitioners who need more than filing-season highlights: deep analysis of policy, legislation and complex developments shaping high-net-worth and sophisticated client work, with a strong California focus.
Individuals
8 hours, 8 CPE. With Annette Nellen and Mary Kay Ann Foss
- 2026 legislation plus IRS and FTB guidance
- Property transactions; passive activity, hobby and other losses
- California developments and conformity for 2026
- Filing status, credits and retirement plan changes
- Expired and expiring provisions, key court decisions
Business & Estate
8 hours, 8 CPE. With Annette Nellen, Troy Lewis, and Andy Katzenstein
- New law and form changes for entities, tax-exempts, estates and trusts
- Energy and research credits, loss limitations, accounting methods
- Partnership, LLC, C corp and S corp cases and guidance
- Employment tax and worker classification
- California and multistate nexus and sourcing
Get practical.
CalCPA Annual Federal Tax Update
For practitioners ready to go beyond the basics: practical, timely guidance on key federal changes across Forms 1040, 1120, 1065 and more, so you can confidently serve individual and business clients.
Individual Form 1040
8 hours, 8 CPE. With Troy Lewis
- New federal legislation affecting individuals
- IRS and Treasury guidance, recent court decisions
- Changes to Form 1040 and related schedules
- Retirement plan changes, practice and procedures
Business Comprehensive
8 hours, 8 CPE. With Troy Lewis
- Federal changes for S corps, partnerships, C corps and sole proprietorships
- New legislation, IRS and Treasury guidance, court decisions
- Tax form changes and small business updates
- Retirement plan changes, practice and procedures
Get the essentials.
CalCPA Express Federal Tax Update
Short on time but need to stay current? This fast-paced course covers the essential individual and business federal updates for filing season in one streamlined day.
Individual + Business, one day
8 hours, 8 CPE. With J. Patrick Garverick
- The latest legislation, including the fate of TCJA provisions after 2025
- QBI deduction, NOLs, §461(l) loss limits, depreciation and accounting methods
- Individual and business rates, AMT and the 3.8% net investment income tax
- Filing status, deductions, exclusions and credits
- IRAs and the final required minimum distribution regulations
Includes a comprehensive manual with Pat Garverick’s Quick Reference Chart.
Pick a dateTestimonials
Hear from CPAs who rely on our annual tax update courses to get ready for busy season.
The information was given in a manner that was easy to understand and engaging. It kept my attention the whole time. It was useful and a great way to be exposed to all the new tax issues going forward.
I have taken this course for the past 7 years. Annette does a wonderful job pulling all the information together. It really helps in getting ready for the upcoming busy season.
Three phenomenal tax minds, and what a great class!
One of the best update presentations I saw this year. The presenters were excellent!!
3rd course from this instructor. Appreciate his ease of presentation and knowledge. Will certainly sign up for next year’s course.
Troy Lewis classes are excellent. Very clear.
Very knowledgeable. Will look for future classes he is teaching.
First time with the instructor. I was very pleased and learned a bit. Thank you.
Side by side.
| Go deep. Signature |
Get practical. Annual |
Get the essentials. Express |
|
|---|---|---|---|
| Best if you | Advise sophisticated clients and want analysis, not just highlights | Want thorough, practical coverage of the federal changes that matter most | Want the essentials for filing season in a single day |
| Level | Advanced | Intermediate | Intermediate |
| Coverage | Federal and California | Federal | Federal |
| Format | Two 8-hour webinars: Individuals, Business & Estate. Take one or both. | Two 8-hour webinars: Individual Form 1040, Business Comprehensive. Take one or both. | One 8-hour webinar covering individual and business |
| CPE | 8 per course, up to 16 | 8 per course, up to 16 | 8 |
| Estates, trusts and tax-exempts | Yes, in Business & Estate course | No | No |
| Instructors | Annette Nellen, Troy Lewis, Andy Katzenstein and Mary Kay Ann Foss | Troy Lewis | J. Patrick Garverick |
Learn from the experts tax professionals trust.
Tax rules change. Understanding what they mean for your clients takes experience. Our instructors bring decades of tax practice, policy expertise and teaching experience to help you move beyond the headlines and make confident decisions.
Annette Nellen
Professor and director of San José State University’s graduate tax program, where she teaches tax research, accounting methods, property transactions, employment tax, ethics and tax policy. Annette is a former chair of the AICPA Tax Executive Committee and is active in the tax sections of the ABA and the California Lawyers Association.
Mary Kay Ann Foss
A CPA with more than 30 years of experience advising clients on retirement, income and estate planning, Mary Kay serves on the AICPA Tax Executive Committee and is a past chair of its Trust, Estate and Gift Tax Technical Resource Panel. She received the AICPA’s Jonathan Horn Distinguished Service Award in 2022 and is a member of the National Association of Estate Planners & Councils Hall of Fame.
Andy Katzenstein
A consultant at HCVT, Andy brings more than four decades of experience advising high-net-worth individuals and families on estate, trust and tax matters, including years as an attorney at leading Los Angeles firms. He has taught Estate and Gift Tax for more than 30 years, currently in the LL.M. program at UC Irvine School of Law, and is a member of the American College of Trust and Estate Counsel.
Troy K. Lewis
Past chair of the AICPA Tax Executive Committee, Troy has testified six times before the U.S. Senate Finance Committee and the House Committee on Small Business. He has held key leadership roles with the AICPA and the Utah Association of CPAs for more than two decades, including serving as UACPA president.
J. Patrick Garverick
Pat runs his own tax and financial planning business, writing, reviewing and teaching CPE courses, and is an award-winning discussion leader. He holds a BSBA in accounting from Ohio State University and a Master of Taxation from Arizona State University. His Quick Reference Chart comes with every Express manual.