2021/22 Federal and California Tax Update

Available by December 1, 2021
Electronic and Print versions available

Price: $259.00 $239.00*
*Discount valid through November 8, 2021.

See why over 18,000 tax pros attend Spidell’s Federal and California Tax Update

Register now and receive a free how-to article, “How to compute estimates for SALT workaround.” Get examples of computing 4th quarter California estimated tax payments for partners/members/S corporation shareholders who take advantage of AB 150: California’s passthrough entity tax workaround.

Order now and use it to plan for 4th quarter estimates!

Please allow two business days to receive your how-to article via e-mail. Offer valid through September 30, 2021.

2021 has proved to be a giant challenge: another stimulus bill, the ARP Act, and California nonconformity is making us all crazy. Here are just a few of the takeaways from your tax update:

• Explore the state of Biden’s tax increase plans
• Prepare for ARPA 2021 changes
• Compare 2020 and 2021 stimulus payments
• Learn to reconcile the child credit with the advance payment
• See how to unravel midyear changes that went wrong
• Get the latest on PPP for California
• New changes this year, including:
  • Should you amend to exclude UI?
  • Getting refunds by amending payroll tax returns for ERC and paid sick and family leave credits
• Review whether your client should repay their COVID-19 IRA or pension distribution
• Find out about IRS audits of IRC §199A
• Beware of companies selling fraudulent tax credits and deductions
• Attend in November or December and use tax planning strategies based on new laws and proposed changes for the future and consider whether to:
  • Accelerate income/deductions
  • Take capital gains before year-end
• Consider these California struggles:
  • Is there a way around the California AGI haircut for deductions?
  • Claim office in home for employee clients
  • Uncover the EDD’s AB 5 audits
  • What is going on with the 2021 1099-NEC?

Use Spidell’s multiple pages of Families First and CARES Acts charts all filing season to quickly answer your questions.

Speakers and additional topics to be announced

What to expect from a Tax Update webinar

Check out our new and improved webinar experience.

Click here to watch

I have attended Spidell seminars and webinars for years. The firm seems to have a highly collaborative approach among its presenters. The presenters are very knowledgeable, but equally important is that they know how to present the materials in an organized and useful manner. The manuals are excellent on a stand-alone basis, and they are also well integrated into the presentation.

— Justin Tolton, CPA
Los Angeles, CA

No digressions, just steady useful information. This was my first Spidell webinar and it was a revelation — I was very engaged.

— Richard Berger, CPA
Oakland, CA

The best Federal and California tax review each year.

— Patrick Salas, CPA
Lake Forest, CA

Spidell has it down pat. They can always disseminate the most information quickly and efficiently.

— Jamee Bollinger, CPA
Modesto, CA

Spidell continuing education courses are the best. Great material and great presenters.

— Kathleen Vote, CPA
Novato, CA

Click here for live dates
21 options to choose from

Two easy ways to order:
Call us at (714) 776-7850 or order online!

Customer service representatives available Monday — Friday 7:00 a.m. — 5:00 p.m. PT.

2020/21 Federal and California Tax Update Webinar Vendors

Note: Not all vendors at all locations

Accounting & Tax Brokerage

CFS Tax Software, Inc.

Game on, IRS!

Taxware Systems, Inc.

AccuPay, Inc.

Do you have questions about the different versions of our 2021/22 Federal and California Tax Update courses? Take a look at some frequently asked questions below.

Frequently Asked Questions

	Live Webinar	On-Demand	Self-Study
Will a print book be available? Approximately seven business days for delivery.	Yes	Yes	Yes
Is an exam required for credit?	No	Yes	Yes
Can I answer attendance monitoring polls for live CPE?	Yes	No	No
Can I start and stop the course when I want?	No	Yes	Yes
Will I get a recording of the lecture?	Yes	Yes	No
Can I chat my questions to Spidell staff?	Yes	No	No
Can I have access to the PowerPoint slides?	Yes	Yes	No
Will I receive an updated PDF manual and follow-up letter after the course?	Yes	Yes	Yes

*Discount valid through November 8, 2021.

This course 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 Certiifed 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 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: www.nasbaregistry.org. This webinar is designed to meet the requirements for the specified number of hours of continuing education for the California Board of Accountancy. Level: Update. 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. General tax preparation knowledge is required.