California Tax Update: Part 1 (Completed)

Date: Wednesday, August 21, 2019
Instructor: Eva Rosenberg
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  3 hours for CPAs
3 hours California Tax for CTEC
3 hours Federal Tax Law Updates for EAs and OTRPs

Join Eva Rosenberg, EA, as she walks through essential information for tax professionals preparing 2018 individual California tax returns. It will include comparisons to the IRS treatment of the California tax issues, in order to ensure that California preparers differentiate for the purposes of the California Form 540 Schedule CA.

Who Should Attend
California preparers needing to meet their CTEC qualifications for the year, as well as any tax practitioner or preparer needing to prepared California tax returns for 2018.

Topics Covered

  • Filing Status
  • Personal Exemptions
  • Standard Deductions
  • Tax Brackets
  • Adjustments to Income
  • Taxable Income
  • IRA and Deferred Accounts Basis
  • Retirement Contributions
  • Itemized Deductions
  • Capital Gains
  • Other Income, Loss and Differences
  • Tax Credits
  • Household Employees
  • Filing Deadlines
  • Disaster Deadlines

Learning Objectives

  • Recognize the specific and distinct California tax issues for California individual taxpayers, especially when California law does not conform to federal law

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (3 hours)

Program Prerequisites
A basic understanding of California Tax.

Advance Preparation
None

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