Tax Planning: Sunsets and Surtaxes ... Plus, PTINs and IRS Testing

Webinar Presenters: Lynn Freer, EA and Tim Hilger, CPA

• See how and why you need to reregister for a PTIN
• You will short-change yourself and your client if they don’t have a tax planning appointment now
• See why the old income and deduction switching rules may not work any more
• Consider California tax changes in planning
• Find out when to opt-out of installment method
• Learn about new IRS licenses and exams

About the presenters
Lynn Freer, EA — Lynn "Ms. California Tax" Freer works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what's happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law.

Tim Hilger, CPA — Tim is associate editor of Spidell's California Taxletter^® and editor of Spidell’s Analysis & Explanation of California Taxes™, and Spidell’s Elder Client Planner^®. Tim presented Spidell’s “Taxation of foreclosures: new laws, old problems” audio conference. He has authored innumerable articles, reports, and self-studies on tax, financial and accounting matters. He has a Bachelor of Science in business administration (accounting) from California State University, Long Beach and a Master of Science in taxation from Golden Gate University.

You must have computer speakers to listen to this webinar

Available September 21, 2010

$79 webinar features:

• Includes 2 hours of CPE for one attendee*
• Access to recording to watch at your convenience
• Unlimited number of people may watch and listen on one computer and print course outline
• Reference manual and PDF of PowerPoint slides

*Additional CPE cost:
$19 per additional viewer. Please contact our customer service department to register for additional CPE at (714) 776-7850.

This self-study is designed to meet the requirements for the specified number of hours of continuing education. This self-study has been designed to meet the requirements of the Office of Professional Responsibility of the Internal Revenue Service; including Code 31 of Federal Regulations 10.6(g); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. There are no prerequisites required. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or phone at 877-850-2832, or on the internet at www.CTEC.org.