2024/25 Federal and California Tax Update

Available December 2, 2024

Price: $284.00 $249.00*
*Discount valid June 10, 2024.

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

Free with registration — AB 150 client letter: California’s recently passed AB 150 allows owners of qualified S corporations, partnerships, or LLCs to greatly reduce their tax liability. Register today, send this client letter, and reach out to your clients who might benefit.

Please allow three business days to receive your client letter via e-mail. Offer valid through December 15, 2021.

• Discuss election year tax bills and proposals for a new presidential term
• Understand when you should and should not rely on AI in your practice
• Start re-learning the pre-TCJA rules — many provisions expire at the end of 2025
• Prepare to answer all client questions concerning the new Beneficial Ownership Reporting requirements
• Learn about the latest IRC §174 research expense and Research Credit developments
• Help clients take advantage of the Small Employer Pension Plan Credit
• Attend in November or December and use tax planning strategies based on new laws and proposed changes to help your clients
• Get prepared for California returns as well:
  • Understand the tax implications of California’s new program for first-time home buyers
  • Get an update on AB 5 and worker classification after a recent court case
  • Evaluate whether making the passthrough entity tax election makes sense for your clients

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

Spidell seminars have always been a step above. I always learn something new and reinforce things that I already knew.

— Claire Porterfield, EA
Chico, CA

Spidell’s remains the best professional education program in the state. We California tax professionals are lucky to have them in our corner.

— Richard Rechif, CPA
San Diego, CA

Spidell always provides the greatest coverage of tax law changes and how to prepare your practice to incorporate them.

— Charles Andrew, CPA
Glendale, CA

Click here for live dates
23 options to choose from

Two easy ways to order:
Call us at (800) 277-2257 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 2022/23 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

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 800-277-2257. Spidell Publishing, LLC 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, LLC 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 (800) 277-2257. General tax preparation knowledge is required.