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2017/18 Federal and California Tax Update Seminar

Price: $259.00 $245.00*
Best price, best value, flexible to suit your needs

*Discount valid through October 31, 2017.

2017/18 Fed/Cal Tax Update is good for up to 8 hours of CPE**

Want 16 hours? Click here to get our 16-hour bundle for a low price.


It only takes one day to get ready for tax season

Get the most for your money with Spidell

No matter what happens this year, you'll be ready to start the 2018 tax season after you have attended Spidell's Federal and California Tax Update Seminar. Our California staff works all year to bring you the changes, along with a review of the topics you must know for next year.

Learn from the best speakers in the industry: Wayne Otchis, CPA; Renée Rodda, J.D.; Lynn Freer, EA; Steve Yukelson, CPA; Tim Hilger, CPA; Mark Seid, CPA, EA, USTCP; Mike Giangrande, J.D., LL.M.; Stanley Pollock, CPA; and Alan Pinck, EA. (Note: Not all speakers at all locations.)

Get an update and review of these important topics:

Individuals

  • Get the latest on IHSS payment exclusions:
    • See how they affect EIC
    • Find out about the new form to file
  • Understand new identity theft threats
  • Take home a list of safe computing suggestions
  • Review filing requirements for U.S. persons living abroad
  • Prepare for EITC letters — federal and state
  • See which rebates are taxable and which aren't

Real Estate

  • Use property tax statements for land value
  • Get a review of §1031 audit issues and new cases
  • Consider the filing issues for Airbnb and VRBO

Cannabis in California

  • Understand the various new California taxes and fees for cannabis businesses
  • See new California nonconformity on computing income from the legal sale of marijuana
  • Consider risks you may encounter by preparing these tax returns

Business

  • Prepare for the scary new centralized partnership (LLC) audits:
    • Save your small partnership by making proper elections
    • Review your own partnership agreement
  • Review how and when to check the box
  • Look at new bad debt deduction cases
  • Clarify new business filing due dates — more changes

Retirement

  • Understand tax effects of retiring out of California — or out of the country
  • Discover the new and improved Health Reimbursement Arrangement
  • Find out how to ask for relief from failed RMD
  • Manage 401(k) hardship distributions properly

California

  • See how the break up of the BOE will affect you
  • Learn about more BIG changes to MyFTB
  • Increase client refunds with new EITC rules
  • Clarify complex LLC filing issues
  • Discover that there really is no statute of limitations on collections
  • Prepare for FTB's top audit issues

Practice

  • Get an update on PTINs
  • See how lying on Form 433A can mean jail time
  • Review responsible person cases
  • Find out why this tax attorney was disbarred
  • Review revenge 1099 cases

More topics to come!


Take home our famous
Tax Update manual


Pick a date and change it later at no charge, if needed

"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

"As always, Spidell's is one of the best tax seminars in California and cannot be beat on California Tax Law knowledge."

Robert Duitz, EA
San Jose, CA

"The quick pace and accurate information makes going to this seminar a must for smart preparers."

Becky Sheldon, CRTP
Bakersfield, CA

"This is my 36th straight year of Spidell Tax Update Seminars. Wouldn't miss it."

Danni Hendricks, CPA
Ukiah, CA

"The book! It has always proved to be a fantastic resource to keep close by ... all year long!!"

John Murrill, CPA
Signal Hill, CA

Choose a date to register

Northern Locations
Southern Locations
Webinar 1
Dec. 7–8
(Thursday and Friday)

8:30 a.m. to noon PT
Webinar 2
Jan. 11–12
(Thursday and Friday)

8:30 a.m. to noon PT
Self-Study
Available Friday, Dec. 1
(Print and Online)
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.

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

Guarantee of excellence

Your satisfaction is our priority. If you are dissatisfied with this course in any way, we will provide you with a full refund, no questions asked. Guaranteed.

Cancellation Policy

$50 cancellation fee if you cancel fewer than seven (7) days before the seminar, or save the $50 fee and convert the seminar into self-study. Request refunds by January 31, 2018. No refunds will be issued after January 31, 2018. Call: (714) 776-7850.

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 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
  • 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
  • A 450+ page printed manual
  • An updated PDF manual sent in early February
  • Free parking at all locations
  • Free lunch
  • Free continental breakfast and afternoon soda/coffee break
  • Extensive update of California issues integrated with federal information

Get 16 hours of CPE for only $304

Sign up for our Tax Update, and for only $59 more get the 2017/18 Bonus CPE: Federal Tax Review Self-Study*** good for up to 8 hours of additional credit.

Call (714) 776-7850, fax the order form, or order online.

How to order online:

  1. Add the 2017/18 Federal and California Tax Update Seminar to your cart.
  2. Add the 2017/18 Bonus CPE: Federal Tax Review Self-Study online version to your cart.
  3. Enter coupon code BONUSSEM17 at checkout. The coupon code is case sensitive.

***Online version only. Available within 10 business days of course completion date. Online self-study is $80 when purchased separately.

Can't attend the live seminar?

Order the live webinar or on-demand version.

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

*Discount valid through October 31, 2017.
**EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE.
***CFPs do not receive credit for the webinar or self-study versions of this course.


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.


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