CalCPA Takes CPAs on Tax Journey

New Tax Courses and Conferences Unveiled

BURLINGAME, CA (Oct. 21, 2020): The California Society of CPAs (CalCPA) has developed a new “tax journey” for CPAs who provide everything from tax preparation and compliance services to sophisticated tax advisory services as a way to help them navigate the complexities of taxation this year.

“The upcoming tax season is sure to be more complex than prior years due to factors like the pandemic, stimulus packages, destruction from the wildfires and changing regulations,” said Brad Monterio, CalCPA chief learning officer. “We’ve worked with our expert faculty to develop education, resources and training for our members and customers to help them be more resilient and enhance their tax competency and ensure they are best prepared to meet the new challenges and opportunities of this tax season.”

CalCPA’s tax journey begins with its Ultimate Tax Guide featuring tax curriculum and key programs. Upcoming programs include:

  • Three new, tax-focused, virtual conferences, including our two-day, TaxTrek Conference featuring advanced level tax topics;
  • The kick-off of a new, virtual Titans of Tax Tour featuring national tax expert Annette Nellen (November–February 2021);
  • Tax webcasts and new tax tracks at CalCPA’s new, virtual LearningPlus 3-day programs (formerly CalCPA CPE Week) in November and December;
  • A soon to be unveiled program on how to transition from compliance services to advisory services for higher profitability and revenue;
  • Staff Training on Taxation: Our expert faculty train your tax staff in focused virtual sessions on core skills needed;
  • A bi-weekly tax webcast series hosted by a prominent tax expert; and
  • Special appearances by CalCPA member and IRS Commissioner Chuck Rettig at TaxTrek and others CalCPA virtual events.

“I’m excited to launch the next season of Titans of Tax tour during CalCPA’s November LearningPlus event because of all the changes we’ve seen in taxation this year,” said Annette Nellen, CPA, CGMA, Esq., professor/director of the MST Program at San Jose State University and CalCPA faculty member. “Over the course of several months, I and some special guest presenters will help CPAs navigate through the updates and complexities of what’s happened this year in taxation during each two-day program.”

“Taxation is a core competency of the accounting profession, and CalCPA will always continue to innovate in how we deliver relevant, timely and quality tax related education and training resources to our members and customers so they can enhance their core competency,” added Monterio. “We’ll push the limits of enabling technologies to bring you positive online learning experiences; we’ll seek out subject matter experts for our Tax Faculty to push your thinking and elevate your knowledge; and we’ll strive to be the highest quality provider bringing real value to our members and customers.”

Further Details About Upcoming CalCPA Taxation Professional Education:

  • NEW: TaxTrek Advanced Tax Conference (Nov. 19-20). This virtual, two-day event delivers a variety of advanced topics that include detailed review of the biggest changes in individual and corporate taxation for 2020, practical advice for guiding your clients to minimize tax costs and best practices to help you prepare for the upcoming tax season. 
  • NEW: Tax Trek International Conference (Nov. 18). 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 virtual, 4-hour mini conference contains overviews, discussions and best practices from the top international tax experts. 
  • NEW: Real Estate Conference (Nov. 18). Deepen your knowledge of the key economic, tax and legal developments impacting property owners such as 199A, Opportunity Zones and 1031 Exchanges. This virtual, 4-hour mini conference take place adjacent to TaxTrek International  
  • NEW: Financial Reporting Conference (Dec. 14). The world of tax reporting is becoming increasingly complex. In this partnership with the Tax Executive Institute—Silicon Valley Chapter you’ll gain an understanding of of ASC 740, SEC disclosures and what impending changes may be coming.
  • NEW: Tax Controversy Institute (Nov. 2): This virtual conference, in partnership with UCLA Extension, will help CPAs and their 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 CalCPA member and IRS Commissioner Churck Rettig. 
  • CONTINUING: High-Tech Tax Institute (Nov. 9–10). In partnership with San Jose State University,  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. 


  • UPDATED: Titans of Tax Tour (Nov. 5-Feb 4, 2021): Featuring national tax expert and rockstar Annette Nellen, CGMA, CPA, Esq., as well as her invited special guests during this year’s tour, including Troy Lewis, Justin Miller and Cameron Hess. Learn about important changes in federal and California tax law and study new legislation, regulations and case rulings.
  • NEW: LearningPlus (Nov. 5-6 and Dec. 3-4): Formerly known as CalCPA CPE Weeks, these three-day virtual events provides a more focused, updated format for earning up to 24 CPE credits during each occurrence. Choose the tax track if you are looking for the latest information on California tax laws and regulations. This event is designed to get all your CPE needs taken care of in one place.
  • Staff Training (Nov. 16-18, Dec. 1-3 and Dec. 14-17): Build your team’s professional tax knowledge in these comprehensive, workshop-style, core training programs to ensure that your staff has the skills to maximize their productivity, profitability and commitment to your firm.
  • Tax Webcasts (ongoing): Offered on multiple dates throughout the year, these webcasts will help CPAs get up to speed on new taxation.
  • NEW: Bi-Weekly Tax Webcasts: Scheduled to begin in 2021, these will featur a nationally recognized expert in all things tax. Stay tuned for details!
  • NEW: Soon to be announced—a program on how to transition from compliance services to advisory services for higher profitability and revenue.
  • Custom Designed Tax Education: Our OnSite education programs is for firms or companies looking for a more focused, custom tailored tax education and training program, where we design the content for your staff and bring the experts to you in a private environment (virtual for the time being). Please email to for more information.

About CalCPA

CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 45,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually.

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