2019/20 Federal and California Tax Update Seminar

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Price: $279.00 $259.00*
Best price, best value, flexible to suit your needs

*Discount valid through October 31, 2019.


Join more than 18,000 tax professionals who trust Spidell to prepare them for tax season

Here’s some of what you’ll learn:

Individual
  • Include IHSS payments for EIC (Feigh case)
  • Discover why many taxpayers will still deal with alimony income and deductions
  • Review mortgage interest limitations
  • See how new NOL limitations may help your clients
  • Take home a pension comparison chart. Which is best:
    • Simple?
    • SEP?
    • IRA?
    • Profit sharing plan?
    • Defined benefit plan?
  • Get penalty relief for missed RMDs
IRC §199A deduction
  • Understand all the IRS clarifications from January until the seminar
  • Review the basics and then dig into the complex
  • Get Spidell’s take on when a rental qualifies for the deduction
  • See exactly what deductions reduce QBI
  • Walk through the computation
Business changes
  • See what the IRS says about paying wages to partners, members and sole proprietors
  • Compare bonus depreciation to IRC §179 expensing
  • Review new business meals and entertainment:
    • 100%, 50%, or 0% deductible?
    • What’s a meal?
    • Is food provided to staff deductible?
    • What’s a snack?
  • Understand the new business loss haircut
  • Don’t forget the sleeper: CPAR (partnership audit rules) in place
Real estate and investment
  • See how passive losses interact with IRC §199A and the business haircut
  • Review stock option income reporting and problems with broker statements
  • Opportunity zone funds are the latest great tax strategy: see why
California issues
  • Understand what Wayfair means to your California retailer clients
  • Avoid FTB letters on §1031 reporting
  • Consider exit strategies for high income clients leaving the state
  • Find out how California picked up the employer mandate
  • See how to elect retroactive conformity to:
    • Small business accounting
    • Partnership technical terminations
  • Prepare your business clients for new required savings plan
  • Uncover weird partial conformity to NOLs, 1031s, the business loss limitation, and ABLE and §529 plans
  • Discover the new California young child tax credit
Practice issues
  • Take advantage of tax planning strategies — come in November or December
  • See how to request a first-time penalty abatement
  • Understand the new federal Taxpayer First Act
  • Review the mailbox rule


Take home our famous Tax Update manual

Great speakers, great instructional materials. I love the examples and case studies. This is by far the best seminar around!
— Tony Martinez, EA
Salinas, CA

The updates are always so valuable and the material is a lifesaver and a keeper as well. It doesn’t hurt that the presenters are always well-prepared, on-point, and hilarious to boot.
— Nikki Ojielo, CPA
Los Angeles, CA

Great content, and instructors do a great job of making content as interesting and entertaining as possible, which is no small task!
— Sandy Heit, CPA
Torrance, CA

I’ve been attending the Spidell update seminars for over 35 years and find them to be the most comprehensive one day seminar offered.
— Joni Terens, EA
Tustin, CA

As always, the book was magnificent! Spidell’s update is the best 8-hour course, period!
— William K. Barkhurst, CPA
Stockton, CA

I just cannot imagine a tax season without Spidell’s update and book.
— Donna Nance, EA
Sacramento, CA

Choose a date to register

Northern Locations
Southern Locations
Webinar 1
Dec. 9—10
(Monday and Tuesday)

8:30 a.m. to noon PT
Webinar 2
Jan. 16—17
(Thursday and Friday)

8:30 a.m. to noon PT
On-Demand Webinar
Available by Dec. 17
Self-Study
Print and Online versions available December 1, 2019
Phone: (714) 776-7850 | Fax: Order form to (714) 776-9906

Customer service representatives available Monday — Friday 7:00 a.m. — 5:00 p.m. PT.

CPE Hours

Designation CPE Hours
CPA and CFP** 8 Tax
EA*** 6 Fed Update
CRTP (CTEC) 6 Fed Update and 2 CA
Attorney 6.75 General MCLE

Course level: Update
General tax preparation knowledge is required.

This seminar is designed to meet the requirements for 8 hours of continuing education for CPAs and CFPs**; 6 hours of Federal Update for EAs***; 6 hours of Federal Update and 2 CA for CRTPs; and 6.75 hours of General MCLE credit for attorneys.

**CFPs do not receive credit for the webinar or self-study versions of this course. CFP level of complexity: Intermediate.
***EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE

All Spidell Seminars include:

  • One-day live seminar with 8 hours of CPE***
  • Plus option to purchase additional 8 hours of low-cost CPE. Pre-order today and save! Click here
  • Spidell’s top-rated speakers
  • A 400+ page printed, profit-generating manual
  • An updated PDF manual sent in early February
  • Extensive update of California issues integrated with federal information
  • FREE parking at all locations, continental breakfast, lunch, and afternoon soda/coffee break
  • Personal and professional staff that cater to your needs

***EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE.

2019/20 Federal and California Tax Update: What’s covered?

Renée Rodda, J.D., gives you a preview of topics that will be presented at the 2019/20 Federal and California Tax Update Seminars.

Can’t attend the live seminar?

Order the live webinar, on-demand webinar, or self-study version instead.

Learn about Spidell’s webinars.

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.

Cancellation Policy

$50 cancellation fee if you cancel within seven (7) days of the seminar, or save the $50 fee and convert the seminar into self-study. Request refunds by January 31, 2020. No refunds will be issued after January 31, 2020. Call: (714) 776-7850.

Can’t attend the live seminar? Order the live webinar or on-demand version.

*Discount valid through October 31, 2019
**CFPs do not receive credit for the webinar or self-study versions of this course.
***EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE.


This seminar is designed to meet the requirements for 8 hours of continuing education for CPAs and CFPs (CFPs do not receive credit for the webinar or self-study versions of this course); 6 hours of Federal Update CPE for EAs; 6 hours of Federal Update and 2 CA for CRTPs; and 6.75 hours of General MCLE credit for attorneys. This seminar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards, 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. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. 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 by phone at 877-850-2832, or on the internet at www.CTEC.org.

Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This seminar is designed to meet the requirements for 8 hours of continuing education for the California Board of Accountancy. Level: Update. Field of Study: Taxes. Delivery method: Group Live. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General tax preparation knowledge is required.