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Self-Study Courses

California Tax Update: Part 1 (Currently Unavailable)

3 CPE Credits $27.67/credit hour
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Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2026 to receive credits

Join Eva Rosenberg, EA, as she walks through essential information for tax professionals preparing 2022 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.

Publication Date: January 2023

Designed For
California preparers needing to meet their CTEC qualifications for the year, as well as any tax practitioner or preparer needing to prepare California tax returns for 2022.

Topics Covered

  • Legislation Overview
  • COVID-19 and Related Issues
  • California Health Care Mandate
  • General Annual Updates
  • Overview of Schedule CA
  • IRS/CA Taxable Income Compared
  • SECURE Act Summary
  • Retirement Contributions
  • IRA and Deferred Accounts Basis
  • COVID19 Distributions
  • IRS/CA Taxable Itemized Deductions Compared
  • IRS/CA Capital Gains
  • IRS/CA Other Provisions
  • Tax Credits
  • Household Employees
  • California Disasters

Learning Objectives

  • Recognize the specific and distinct California tax issues for California individual taxpayers
  • Identify the major California law changes affecting 2022 tax returns
  • Identify the California standard deductions and how they differ from federal deductions
  • Describe which areas of federal legislation to which California does not conform

Level
Update

Instructional Method
Self-Study

NASBA Field of Study
Taxes (3 hours)

Program Prerequisites
A basic understanding of California Tax.

Advance Preparation
None

Instructor

Eva Rosenberg

Eva Rosenberg, EA, Your TaxMama® has been a member of NAEA for over three decades. TaxMama® has been teaching Enrolled Agents Exam review courses off and on since developing the program for UCLA Extension over 20 years agoThese days, she’s teaching her own course online at www.irsexams.school

Eva has a B.A. in Accounting and an M.B.A. in International business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com for nearly 15 years, and award-winning author of two best-selling books, Small Business Taxes Made Easy, (4th edition) published by McGraw-Hill and Deduct Everything! from Humanix Publishing.

As a speaker, TaxMama® is popular with both tax professionals and taxpayers. Please drop by www.TaxMama.com and get answers to tax questions we can't cover here, free, by simply clicking on this link: http://iTaxMama.com/AskQuestion
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