Webinars

	CPA								EA		CRTP			Attorney	CFP
Spidell's Quarterly Tax Update®	Tax	Fraud	Ethics	Regulatory Ethics	Acctng	Business Mgmt and Org	Information Technology	Auditing	Fed Update	Fed Tax	Fed Update	CA	Fed Tax	General MCLE/Tax Specialization	Hours
Spidell’s Quarterly Tax Update® On-Demand Webinar	2 each								2 each		2 each			1.5 each

	CPA								EA		CRTP			Attorney	CFP
Live Upcoming Webinars	Tax	Fraud	Ethics	Regulatory Ethics	Acctng	Business Mgmt and Org	Information Technology	Auditing	Fed Update	Fed Tax	Fed Update	CA	Fed Tax	General MCLE/Tax Specialization	Hours
2021/22 Federal and California Tax Update Webinar	8								6		6	2		6.75	8
2021/22 Federal Tax Update Webinar	8								8		8			6.75
Spidell’s 2021 Trust Webinar Series	Up to 13									Up to 13			Up to 13	Up to 10.25
Overview of Trusts (October 25)	4									4			4	3.25
Trusts and Estates: 20 Questions, 20 Solutions (October 26)	2									2			2	1.5
Estate Planning and Asset Protection in the Age of Uncertainty (October 27)	1									1			1	.75
Intentionally Defective Grantor Trusts (October 28)	2									2			2	1.5
Asset Protection – How to Keep What You Have (October 29)	2									2			2	1.5
Fraud Essentials for CPAs (October 29)		4
Tax Planning Strategies for Trusts and Estates (November 1)	2									2			2	1.5
Ethics Essentials for CPAs (November 5)			4
California Regulatory Review (November 12)				2

	CPA								EA		CRTP			Attorney	CFP
On-Demand Webinars	Tax	Fraud	Ethics	Regulatory Ethics	Acctng	Business Mgmt and Org	Information Technology	Auditing	Fed Update	Fed Tax	Fed Update	CA	Fed Tax	General MCLE/Tax Specialization	Hours
2021/22 Federal and California Tax Update Webinar	8								6		6	2		6.75
2021/22 Federal Tax Update Webinar	8								8		8			6.75
2020/21 Federal and California Tax Update Webinar	8								6		6	2		6.75
Spidell’s 2021 Trust Webinar Series	Up to 13									Up to 13			Up to 13	Up to 10
Spidell’s 2020 Trust Webinar Series	Up to 14									Up to 14			Up to 14	Up to 11
2020/21 Federal Only Tax Update Webinar	8								8		8			6.75
2021 Post-Tax Season Update and Review Webinar	8									8			8	6.75
2021 Summer Tax Webinar	8									8			8	6.75
2021 Practical Accounting Update					8
AB 5 Update: Legislation and Audits	2											2		1.5
Advanced Planning with Trusts	2									2			2	1.5
American Rescue Plan: Tax Implications	1									1			1	.75
Asset Protection – How to Keep What You Have	2									2			2	1.5
Audit Proofing your 2020 Return	2									2			2	1.5
Basic Estate and Trust Tax Preparation	4									4			4	3.25
Business Operations and the Accounting Function — The Glue						2
California Regulatory Review				2
California Taxation of Multistate Businesses	2											2		1.5
Complex IRA Issues	2									2			2	1.5
Consolidated Appropriations Act of 2021	1										1	1			.75
Critical California Tax Issues	4											4		3.5
Cryptocurrency Tax Compliance in the Post $30,000 Bitcoin World	2									2			2	1.5
Data Privacy & Security — Best Practices							2
Divorce Tax Planning (2021)	2									2			2	1.5
Documentation of Audits and Reviews — Top Tips								2
Estate Planning and Asset Protection in the Age of Uncertainty	1									1			1	.75
Ethics Essentials for CPAs			4
Federal and State Residency Issues	2									2			2	1.5
The Final 1041 for an Estate (Not a Trust)	2									2			2	1.5
Fraud Essentials for CPAs		4
Fundamentals of Fraud Prevention & Detection (2021)		4
Handling Partnership Examinations	2									2			2	1.5
Helping Distressed Clients: Overview of Bankruptcy and Asset Protection Options	1									1			1	.75
High Net Worth Audits	2									2			2	1.5
Intentionally Defective Grantor Trusts	2									2			2	1.5
K-1 to 1040 Update	3									3			3	2.5
Letters! We Get Letters…Responding to IRS Notices	2									2			2	1.5
The Life of an Estate Tax Case: Tips and Strategies for Audit, Appeal, and Tax Court	2									2			2	1.5
Net Operating Losses and Amended Returns	2									2			2	1.5
Nonresidents: How to Become One and What’s Taxable	2											2		1.5
Overview of Trusts (2020)	4									4			4	3.25
Overview of Trusts (2021)	4									4			4	3.25
Partnerships	2									2			2	1.5
Pension and Retirement Plans: New Choices for Employers	2									2			2	1.5
Plan While Preparing Tax Returns	2									2			2	1.5
Property Tax Transfers	2											2		1.5
Regulatory Review: Practicing Within the Law (2021)				4
Revenue Recognition Today — What You Need to Know and Do					2
Sale of Residence from A to Z (2021)	2									2			2	1.5
Selling Your Practice	1					1				1			1	1.5
Small Business Audits — Top Tips								2
Spidell’s 2021 4-Hour CPA Ethics			4
Spidell’s Quarterly Tax Update® On-Demand Webinar	2 each								2 each		2 each			1.5 each
Spidell’s Quarterly Tax Update® from April 2021	2								2		2			1.5
Spidell’s Quarterly Tax Update® from July 2021	2								2		2			1.5
SSARS — Reviews, Compilations & Preparation Services — A Deep Dive					4
Tax Planning Strategies for Trusts and Estates	2									2			2	1.5
Trusts and Estates: 20 Questions, 20 Solutions	2									2			2	1.5
Update on IRC §199A	2									2			2	1.5
What If: Fixing Client’s Mistakes	1									1			1	.75
Worker Classification	1									2			2	1.5