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Tax Law Update for the California Tax Professional (CTLU)

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Live Webinar SELECT STARTING AT $219 (4 dates)

Credits: 8

Qualifies For: CPE

Instructor(s): Vicki Mulak, EA, CFP

$219

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Tax Law Update for the California Tax Professional (CTLU)

  • Customer Rating
  • Field of Study
    Taxation
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

This update presentation contrasts and compares various aspects of Federal and California tax law essential to preparing for the upcoming filing season for 2017 tax returns. It highlights the most important changes for 2017, including recent regulations, revenue procedures, policies, announcements, and rulings by the IRS and California’s five revenue agencies: Franchise Tax Board (FTB), Board of Equalization (BOE), and Employment Development Department (EDD), California Department of Tax and Fees Administration (CDTFA) and the new Office of Tax Appeals (OTA).

Major Topics:

  • Federal Legislation Update
    • Impact of any tax reform as well as PATH 2015 legislation
    • Status of previously delayed items
      • Professional Employer Organization certifications
      • Executor basis reporting requirements
      • ABLE accounts
      • Federal overtime rules
      • Fiduciary rule
    • 1099 reporting filing changes and increase in penalties
  • Tax Practice Update
    • Circular 230 items
    • E-filing update
  • 2017 Update: Rulings, Revenue Procedures, Notices
    • Health Care Update
    • Individual Update
    • Business Update
    • Federal rulings, etc.
    • CA rulings
    • Repair Regs Update
    • Retirement Plan Update
    • Estate/Gift Update
  • California Legislation and Tax Agency Update
    • 2017 Legislation
    • Franchise Tax Board and MyFTBAccount Update
    • California Department of Tax & Fees Administration Update
    • Employment Development Dept. Update
    • Secretary of State Update

Learning Objectives

  • Increase Federal and California competency and effectiveness in readiness for the upcoming filing season

Designed for:

Tax practitioners who are preparing for the 2018 filing season (2017 returns)

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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