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Miscellaneous California Tax Issues

Author: Spidell Publishing, Inc.

CRTPs: Get your CA tax hours right here — each volume is worth one hour of California tax education. Be ready for your October 31 registration deadline!

Volume I: California estimated tax payments under the TCJA, Web Pay, Swart, POAs, loan-out companies, throwback rule, and more.

With this one-hour course, you will:

  • Get an 18-page PDF manual
  • Identify the effective date of payment when using Web Pay
  • Recall if out-of-state taxpayers with more than a 0.2% interest in a California entity will qualify for Swart relief
  • Determine if a loan-out company was formed as a tax-avoidance strategy

Volume II: POAs, IRC §529 plans under the TCJA, offers in compromise (OIC), community property and transfers between spouses, taxing trust income, and more

With this one-hour course, you will:

  • Get a 17-page PDF manual
  • Identify the steps to take for establishing tax information authorization with a client
  • Recall the tax treatment of a §529 college plan that has declined in value and then been liquidated
  • Determine when a reassessment exclusion under Property Tax Rule 63 applies

Volume III: SB 993 for sales tax on services, changes to Form 540, independent contractors and employee status, Ponzi schemes, §IRC 965 repatriation tax, LLC annual fees, and more

With this one-hour course, you will:

  • Get an 19-page PDF manual
  • Recall who would get an exemption from a sales tax on services
  • Recall the court’s ruling in Dynamex and the conditions in the ABC Test that must be met when treating a worker as an independent contractor
  • Determine how California residents and nonresidents must report adjustments for the federal repatriation tax
Designation CPE Hours
CPA 1 Tax each volume
CRTP (CTEC) 1 CA Tax each volume

Course level: Basic
No advanced preparation is required.

Want to order by phone? Call us at: (714) 776-7850


These self-studies were designed to meet the requirements for the specified number of hours of continuing education. These courses were designed to meet the requirements of 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. 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

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: Each self-study is designed to meet the requirements for 1 hour of continuing education for the California Board of Accountancy. Basic Level. Field of Study: Taxes. Delivery method: Self-study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advanced preparation required.

Spidell Hours
CPA-Tax 1 each
CRTP-CA 1 each

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Availability: In Stock
Price: $12.00

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* Options: Misc CA Tax Issues:

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