2022/23 Federal and California Tax Update Seminar

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Price: $358.00 $338.00*
Best price, best value, flexible to suit your needs

*Discount valid through November 14, 2022.


See why over 18,000 tax pros trust Spidell for their year-end update

Live seminars are back! Spend one day with us and be ready for tax season:

  • See what tax provisions may be included in the new Inflation Reduction Act
  • Get updated on everything that happened during the year
  • See what provisions expired at the end of 2021 and what will expire at the end of 2022
  • See what changes are being considered under the SECURE Act 2, the Retirement Security and Savings Act, and the Rise and Shine Act
  • Get worksheets, charts, and client letters to explain changes and planning opportunities to help your clients take advantage of available tax breaks
Individuals
  • Learn about new proposed RMD regulations, and make sure your clients are taking proper RMDs
  • Understand what ARPA benefits are no longer available in 2022
  • See why clients may be getting more premium tax credits
  • Are your clients forgiven student loans taxable?
  • Learn how proposed regulations may limit the benefit of lifetime gifting to preserve large estate tax exclusions
Business and investment issues
  • Know how and when to complete Schedules K-2 and K-3
  • Be ready for more 1099-Ks
  • Prepare your clients for new reporting requirements under the Corporate Transparency Act (failure to comply means massive penalties or jail)
  • Plan for reduced bonus depreciation
  • Maximize tax benefits for research expenditures
  • Make sure your clients aren’t missing out on Employee Retention Credits — it’s not too late
  • Be prepared for the return of excess business loss limitations
  • Understand the expanded business interest limitation for 2022 and how your clients will be affected
  • Attend in November or December and use tax planning strategies based on new laws and proposed changes to help your clients
California
  • Solve California tax problems with our firsthand info from the FTB
  • Be ready to provide California tax basis for partnerships/LLCs
  • See when making another passthrough entity elective election is a good idea
  • Help your clients avoid California’s mandatory e-pay penalties
  • See why more businesses are going to owe California tax
  • Make sure your clients are complying with CalSavers to avoid hefty penalties
  • Discuss the current status of worker classification and AB 5


Take home our famous
Tax Update manual

Spidell seminars have always been a step above. I always learn something new and reinforce things that I already knew.
— Claire Porterfield, EA
Chico, CA

Choose a date to register

Northern Locations

Southern Locations

Live Webinar
AM and PM sessions available
8:30 a.m. to Noon — or — 1:30 p.m. to 5:30 p.m. PT
On-Demand Webinar
Available by December 1, 2022
Self-Study
Print and Online versions available December 1, 2022
Two easy ways to order:
Order online or call us at (800) 277-2257!

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

Seminar Speakers (Note: Not all speakers at all locations.)
TO BE ANNOUNCED

Cancellation Policy

Our cancellation policy has changed. No refunds will be allowed within 7 business days of the seminar. However, you are always welcome to change to a live tax update webinar date or convert to the on-demand version.

CPE Hours

Designation CPE Hours
CPA and CFP® professionals** 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 CFP® professionals**; 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.

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

All Spidell Seminars include:

  • One-day live seminar with 8 hours of CPE*
  • Spidell’s top-rated speakers
  • A 450+ 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.

Can’t attend the live seminar?

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

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.

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


This course 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 Certifed 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 800-277-2257. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for the specified number of 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 (800) 277-2257. General tax preparation knowledge is required.