The most advanced comprehensive tax update available, with a California focus.
The best way to be ready for the tax season This in-depth tax update is the best way to prepare for the upcoming tax season. Get the latest information about the impacts of the One Big Beautiful Bill and other legislative changes.
Day 1—Annual Federal Tax Planning: Individual
We'll cover critical developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings.
8 a.m. – 3:30 p.m.
CPE 8, CFP 8, CTEC-FTL 8, IRS-FTL 8, MCLE 6.5, MCLE LS-TX 6.5
Day 2—Annual Federal Tax Planning: Business & Estate Update
We’ll analyze in depth this year’s critical federal and California tax changes impacting C and S corporations, partnerships, estates, trusts, and exempt organizations.
8 a.m. – 3:30 p.m.
CPE 8, CTEC-FTL 8, IRS-FTL 8, MCLE 7, MCLE LS-TX 7
Annette Nellen is a lawyer, CPA, academic and author. She is a professor as well as the director of the graduate tax program at the San José State University. In 2024, Annette was the winner of the 2024 Jonathan Horn Distinguished Service Award and one of Accounting Today’s 2024 Top 100 Most Influential People in Accounting.
