Webinars

	CPA			EA		CRTP			Attorney	CFP
Spidell's Quarterly Tax Update®	Taxes	Fraud	Acctng	Fed Update	Fed Tax	Fed Update	Fed Tax	CA	General MCLE/Tax Specialization	Hours
Spidell’s Quarterly Tax Update® (Various dates including October 24)	2 each			2 each		2 each			1.5 each
Spidell’s Quarterly Tax Update® On-Demand Webinar	2 each			2 each		2 each			1.5 each

	CPA			EA		CRTP			Attorney	CFP
Spidell's Quarterly Federal Tax Update™	Taxes	Fraud	Acctng	Fed Update	Fed Tax	Fed Update	Fed Tax	CA	General MCLE/Tax Specialization	Hours
Spidell’s Quarterly Federal Tax Update™ (Various dates including October 25)	2 each			2 each		2 each			1.5 each
Spidell’s Quarterly Federal Tax Update™ On-Demand Webinar	2 each			2 each		2 each			1.5 each

	CPA			EA		CRTP			Attorney	CFP
Live Upcoming Webinars	Taxes	Fraud	Acctng	Fed Update	Fed Tax	Fed Update	Fed Tax	CA	General MCLE/Tax Specialization	Hours
2023/24 Federal and California Tax Update Webinar	8				8		8		6.75	8
2023/24 Federal Tax Update Webinar	8			8		8			6.75	8
Spidell’s 2023 Trust Webinar Series	15				15		15		11.5	15
Centralized Partnership Audit Rules (September 29)	2				2		2		1.5
New Mandatory Ownership Reporting Requirements (October 19)	1				1		1		.75
1099-K: What to Do When Your Client Receives One (October 23)	2				2		2		1.5
Spidell’s Quarterly Tax Update® (Various dates including October 24)	2 each			2 each		2 each			1.5 each
Spidell’s Quarterly Federal Tax Update™ (Various dates including October 25)	2 each			2 each		2 each			1.5 each
Understanding the Business Interest Limitation (October 26)	2				2		2		1.5
Financial Fraud (October 27)		4
Overview of Trusts (October 30)	4				4		4		3.25
20 More Estate and Trust Questions (October 31)	2				2		2		1.5
Income Distribution Deduction (November 1)	2				2		2		1.5
Preparing Form 706 for Portability (November 2)	2				2		2		1.5
Asset Protection (November 3)	1				1		1		.75
Advanced Planning with Trusts (November 3)	2				2		2		1.5
Final 1040… and What Comes Next (November 6)	2				2		2		1.5
Audit Proofing Your Returns (November 15)	2				2		2		1.5

	CPA			EA		CRTP			Attorney	CFP
On-Demand Webinars	Taxes	Fraud	Acctng	Fed Update	Fed Tax	Fed Update	Fed Tax	CA	General MCLE/Tax Specialization	Hours
2023 Post-Tax Season Update and Review	8				8		8		6.75	8
2023 Summer Tax	8				8		8		6.75	8
2022/23 Federal and California Tax Update Webinar	8			6		6		2	6.75
2023/24 Federal and California Tax Update Webinar	8			6		6		2	6.75
2022/23 Federal Tax Update Webinar	8			8		8			6.75
2023/24 Federal Tax Update Webinar	8			8		8			6.75
Spidell’s 2023 Trust Webinar Series	15				15		15		11.5
20 More Estate and Trust Questions	2				2		2		1.5
1099-K: What to Do When Your Client Receives One	2				2		2		1.5
Accounting & Auditing Essentials			8
Advanced Planning with Trusts	2				2		2		1.5
Asset Protection	1				1		1		.75
Audit Proofing Your Returns	2				2		2		1.5
California Taxation of Multistate Businesses	2							2	1.5
California’s Passthrough Entity Tax	2							2	1.5
Celebrity Tax Cases	1				1		1		.75
Centralized Partnership Audit Rules	2				2		2		1.5
Choice of Entity	2				2		2		1.5
Complex IRA Issues	2				2		2		1.5
A Crash Course on Non-Fungible Tokens (NFTs)
Critical California Tax Issues	4							4	3.5
Cryptocurrency Tax Compliance in the Rollercoaster Bitcoin World	2				2		2		1.5
Divorce Tax Planning	2				2		2		1.5
Employee Retention Credit	1				1		1		.75
Final 1040… and What Comes Next	2				2		2		1.5
Financial Fraud		4
Form 1041 Basics for a Trust (Not an Estate)	2				2		2		1.5
Form 1041 for an Estate (Not a Trust)	2				2		2		1.5
Form 8300 Reporting/Cash Intensive Business Audits	2				2		2		1.5
Handling Estate and Gift Tax Audits	2				2		2		1.5
How to Survive an IRS Audit	2				2		2		1.5
Income Distribution Deduction	2				2		2		1.5
Inflation Reduction Act Update	2				2		2		1.5
IRC §199A	2				2		2		1.5
Net Operating Losses	1				1		1		.75
New Corporate Transparency Act: The World is Changing	2				2		2		1.5
New Mandatory Ownership Reporting Requirements	1				1		1		.75
Nonresidents: How to Become One and What’s Taxable	2							2	1.5
Overview of Trusts	4				4		4		3.25
Preparing Form 706 for Portability	2				2		2		1.5
Preparing a Schedule C So It Can Fly Through an Audit	2				2		2		1.5
Property Tax Transfers	2							2	1.5
Real Estate Professionals – Do They Really Exist	2				2		2		1.5
Research and Development Tax Credits	2				2		2		1.5
SECURE 2.0 Act	2				2		2		1.5
Solar Energy Credits	1				1		1		.75
Stock Incentive Plans	2				2		2		1.5
Sale of Residence from A to Z	2				2		2		1.5
Spidell’s Quarterly Federal Tax Update™ On-Demand Webinar	2 each			2 each		2 each			1.5 each
Spidell’s Quarterly Federal Tax Update™ from July 2023	2			2		2			1.5
Spidell’s Quarterly Federal Tax Update™ from April 2023	2			2		2			1.5
Spidell’s Quarterly Tax Update® On-Demand Webinar	2 each			2 each		2 each			1.5 each
Spidell’s Quarterly Tax Update® from July 2023	2			2		2			1.5
Spidell’s Quarterly Tax Update® from April 2023	2			2		2			1.5
Trusts and Estates: 20 Questions, 20 Solutions	2				2		2		1.5
Understanding Extensions for California Storms	1							1	.75
Understanding the Business Interest Limitation	2				2		2		1.5
Wacky Rentals	2				2		2		1.5
Worker Classification — It’s Not a Choice You Make	2							2	1.5