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2018/19 Federal and California Tax Update Seminar

Price: $269.00 $249.00*
Best price, best value, flexible to suit your needs

*Discount valid through October 31, 2018

2018/19 Fed/Cal Tax Update is good for up to 8 hours of CPE**

Want 18 hours? Click here to get up to 10 additional hours at a discounted price.


Take one day and be ready for tax season

Individuals

  • Compare the new child and "family" credits with dependent exemptions
  • Compare tax with the loss of state tax deductions and the AMT change
  • Plan for the alimony agreement change
  • Understand new mortgage interest limitations
  • Prepare for the loss of 2% itemized deductions
    • Are there planning opportunities?
    • Is your client a statutory employee?
  • Compare disaster losses and no casualty losses
  • Find out what happened to NOLs

New IRC §199A deduction

  • Can you compute it in your head?
    • If not, we have a great computation chart
    • Show it to your clients and watch their heads spin
  • See how to maximize based on wages versus S corporation profit

Business changes

  • Wayfair case: Must your clients collect sales or use tax on Internet sales to other states?
  • Be ready for CPAR (partnership audit) rules to hit:
    • Make critical elections for yourself and your clients
    • See how a new partner may suffer the old partner's audit adjustment
  • See if tax reform changes choice of entity decisions
  • Dig into depreciation rules and compare maximizing and minimizing depreciation
  • Business meals and entertainment:
    • 100%, 50%, or 0% deductible?
    • Is a meal nondeductible entertainment?
  • Cut tax with the family leave credit
  • Learn new IRC §1031 exchange rules
  • Understand the new business loss haircut
  • Get a partnership update:
    • Technical termination rules changed
    • Carried interest rules

Real estate and investments

  • See when a rental can get an IRC §199A deduction
  • Find out if cost segregation works
  • See how passive losses interact with IRC §199A and the business haircut

California issues

  • Check out California conformity to any TCJA provisions — not!
  • Get a preview of the new California forms
  • Be unpleasantly surprised at California's reaction to the new HOH rules
  • Find out if California conforms to the new CPAR rules
  • Get ballot proposition results
  • Review how a Nevada business pays tax on California income
  • See if the FTB will fix the POA problem

Practice issues

  • Take home a "your fees will go up" client letter
  • Get an update on IRS e-services
  • Understand how Dynamex can crush you or your business clients
  • Review identity theft rules


Take home our famous
Tax Update manual

"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

Get the inside scoop on these tax challenges — and more:

  1. Maximize the 20% IRC §199A deduction for Schedules C, E, F, and passthrough entities
  2. Learn when alimony is deductible/taxable and when it's not
  3. Decide whether to deduct $10,000 in state tax, property tax, or a combination of the two
  4. See how new mortgage interest rules affect current mortgage debt
  5. Uncover how to turn some nondeductible itemized deductions into deductions
  6. Counsel your clients on new choice-of-entity decisions
  7. Review the elimination of COD on a principal residence
  8. Understand filing California returns in light of noncomformity to tax reform — and extensions
  9. Grasp complex new rules limiting NOLs, business losses, and business interest

Choose a date to register
Course time: 8:30 a.m. to 4:45 p.m. PT

Northern Locations
Southern Locations
Webinar 1
Dec. 6–7
(Thursday and Friday)

8:30 a.m. to noon PT
Webinar 2
Jan. 17–18
(Thursday and Friday)

8:30 a.m. to noon PT
8:30 a.m. to noon PT
On-Demand Webinar
Available by Dec. 14
Watch anytime!
Self-Study
Available December 1, 2018
(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.

2018/19 Federal and California Tax Update Seminar Preview

Renée Rodda, gives you a preview of topics that will be presented at the 2018/19 Federal and California Tax Update Seminars.

Stop by and visit these vendors while at the seminar

Note: Not all vendors at all locations.

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 not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free.

Cancellation Policy

$50 cancellation fee if you cancel within seven (7) days of the seminar, or save the $50 fee and convert the seminar into self-study. Request refunds by January 31, 2019. No refunds will be issued after January 31, 2019. Call: (714) 776-7850.

Want more than 8 hours of CPE?

Sign up for our Tax Update and add these bonus courses at a discounted price.

To order call (714) 776-7850 or fax the order form.

  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.
  • 2018/19 Bonus CPE: Federal Tax Review online self-study $89 $69 — Get an additional 8 hours of CPE
  • Intermediate California Business Tax Update on-demand webinar $97 $69 — Get an additional 2 hours of CPE

2018/19 Bonus CPE self-study available within 10 business days of course completion date. $89 when purchase separately. Intermediate California Business Tax Update on-demand webinar is available Friday, December 21, 2018, or within 10 business days of course completion.

Can't attend the live seminar?

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

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 400+ 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

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

*Discount valid through October 31, 2018
**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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