San Jose 1/26/2024
Friday, January 26, 2024, from 8:30 AM to 4:45 PM
Price: $383.00
Best price, best value, flexible to suit your needs
See why over 18,000 tax pros trust Spidell for their year-end update
Live seminars are back! Spend one day with us and be ready for tax season:
- Master the new energy credit/incentive rules for 2024 including electric vehicle credit and business energy credit transfers and the new energy rebates available to individuals
- Make sure you and your clients are ready for the impending Employee Retention Credit audits
- Get updated on everything that happened during the year
- Help clients maximize new clean energy incentives
- Be ready for SECURE 2.0 changes going into effect in 2024
- Help your clients avoid large penalties from new beneficial ownership reporting requirements
- Plan for reduced bonus depreciation
- Get tips on tax planning for increased interest rates
- Discuss new ways to interact with the IRS online
- Maximize tax benefits for research expenditures
- 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 California’s new first time penalty relief.
- Feel secure with California’s conformity/nonconformity to SECURE 2.0 changes
- Get answers to the most common passthrough entity tax questions.
- Learn how to minimize the new 0.9% tax for higher income wage earners
- See why more businesses owe California tax
Take home our famous
Tax Update manual
Chico, CA
Choose a date to register |
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| Two easy ways to order: Order online or call us at (800) 277-2257! |
Customer service representatives available Monday — Friday 7:00 a.m. — 5:00 p.m. PT.
Cancellation Policy
Our cancellation policy has changed. No refunds will be allowed within 7 business days of the seminar. However, you are always welcome to change to a live tax update webinar date or convert to the on-demand version.
Want more than 8 hours of CPE?
Sign up for our Tax Update, and for only $79 more get the 2023/24 Bonus CPE: Federal Tax Review Self-Study† good for up to 8 hours of additional credit.
Order online or call (800) 277-2257.
How to order online:
- Add the 2023/24 Federal and California Tax Update Seminar to your cart.
- Add the 2023/24 Bonus CPE: Federal Tax Review Self-Study online version to your cart.
- Enter coupon code BONUS23 at checkout. The coupon code is case sensitive.
†Online version only. Available within 10 business days of course completion date. Online self-study is $99 when purchased separately.
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA and CFP® professionals*** | 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 CFP® professionals***; 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***CFP® professionals do not receive credit for the on-demand webinar or self-study versions of this course. Level of complexity: Intermediate.
All Spidell Seminars include:
- One-day live seminar with 8 hours of CPE*
- 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
**EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE.
Can't attend the live seminar?
Order the live webinar, on-demand version, or self-study instead.
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. Guaranteed.
**EAs will receive a 2-hour federal tax self-study to ensure up to 8 hours of CPE.
***CFP® professionals do not receive credit for the on-demand webinar or self-study versions of this course. Level of complexity: Intermediate.
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 Certifed 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, 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: Group Live. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General tax preparation knowledge is required.
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