Spidell’s Quarterly Tax Update® (Various dates including July 23)

(3 customer reviews)


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Spidell’s Quarterly Tax Update® (Various dates including July 23)

Stay ahead of the curve and get quarterly updates all year!

Get all the news you need to keep your clients current, as well as new tax planning strategies to minimize taxes. Sign up today for all four of our topic-driven webinars and rest assured knowing you’ll get reliable and pertinent updates on trending tax topics. Order one session — or all four for a big discount.

By completing the July course, you will:

  • Get updated on the latest federal legislative developments affecting tax professionals
  • Discuss IRA transfer bonuses paid by financial institutions to lure your clients’ money
  • Understand the latest estate and trust issues, including new CRAT regulations and an important new Tax Court decision regarding QTIP terminations
  • Learn the latest developments for beneficial owner information reporting
  • Protect yourself by understanding the growing threat of CAF number of theft
  • Know when amended income tax returns must be filed and when changes or errors do not need to be reported
  • Update yourself on the major tax provisions of California’s budget bill and AB 1501, which may give passthrough entities a second bite at the SALT workaround if they missed their June 17 PTE prepayment

You ask, we answer. Click here to download a post-webinar Q&A and take a look inside the Quarterly Tax Update community.

Your Quarterly Tax Update presenters:

Mike Giangrande, J.D., LL.M.Mike Giangrande, J.D., LL.M.
Mike Giangrande is a California licensed attorney and has been a tax practitioner for 25 years. He is licensed to practice before the United States Tax Court, has a B.S. in Accounting and an LL.M. (Tax) from Chapman University, and has a J.D. from Whittier Law School with a certificate of concentration in business law. Mike has spent time as an adjunct professor of law at Whittier Law School teaching various tax courses and he served as a member of the Orange County Assessment Appeals Board.

Renée Rodda, J.D.Renée Rodda, J.D.
Renée is Senior Vice President of Tax and Accounting for CeriFi, LLC. She is the editor of Spidell’s California Taxletter® and Spidell’s Analysis & Explanation of California Taxes®. She has been educating tax professionals for more than 20 years. Renée is also a member of the advisory board for the Franchise Tax Board, the California Department of Tax and Fee Administration, and the Board of Equalization. She is a graduate of Chapman University School of Law with a Tax Law Emphasis.

Make the connection:
Get four 2-hour live webinars with personalized e-mail follow-ups to address your questions

  • Tuesday, July 23
  • Tuesday, October 22
  • Tuesday, February 4, 2025
  • Tuesday, April 22, 2025

9:00 a.m. to 11:00 a.m.
Noon to 2:00 p.m. PT

(If you miss your live webinar, you will be converted to an on-demand webinar.)

Topics always on point, very intuitive, instructional, helps me to diminish those ‘Oh no!’ reactions when I’ve discovered that I misinterpreted tax law in some way.
— Thomas Bruzda, EA
Lake Elsinore, CA
Once again, I do not know how any tax practice could survive and provide accurate tax advice without the Spidell team. Thank you to all!
— Deborah St. Martin, EA
Beaumont, CA

CPE Hours

Designation CPE Hours
CPA 2 Tax
EA 2 Federal Tax Update
CRTP (CTEC) 2 Federal Tax Update
CA Attorney 1.5 General MCLE/Tax Specialization

Course level: Update
General tax preparation knowledge is required.

Here are just some of the benefits:

  • Get up to two hours of CPE per webinar while staying current on hot tax news
  • PDF of reference manual and PDF of PowerPoint slides
  • Benefit from live interaction with our seasoned tax experts
  • Get anonymous answers to your questions during the live presentation
  • Stay current if hot news hits, with short as-needed videos between quarterly updates
  • Leisurely enjoy an on-demand version if you have to miss a live webinar

Cancellation Policy

Please contact our Customer Service department at (800) 277-2257 to cancel the webinar or switch to the on‑demand version. No refunds will be issued after noon the day before the webinar.

With special access to Spidell’s Quarterly Tax Update® Webinars, you will get:

  • Clear, concise explanations of new tax laws, regulations, recent court cases, and administrative actions
  • Information to protect your clients, year-round, from new aggressive inquiries and tax policies
  • Confidence to tackle complicated federal and California issues as they happen
  • Answers to “quick questions” from your clients to alleviate concerns and help them plan their year
  • Details on new policies, IRS interpretations, and law changes

Can’t attend the live webinar?

Order the on-demand version instead.

Learn about Spidell’s webinars.

You must have computer speakers to listen to this webinar.

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.

This webinar is designed to meet the requirements for 2 hours of continuing education. This webinar 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; 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 has been designed to meet the requirements for the specified number of hours of continuing education for the California Board of Accountancy. Level: Update. Fields of Study: Taxation. Delivery Method: Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General tax preparation knowledge is required.

Spidell Hours

Taxes 2 each
Fed Update 2 each
Fed Update 2 each
General MCLE/Tax Specialization 1.5 each

3 reviews for Spidell’s Quarterly Tax Update® (Various dates including July 23)

  1. Rick Norris

    Very informative.

  2. Vida Coppenrath

    Very helpful and informative. Thank you for answering the many questions.

  3. Carol W Thompson, EA (verified owner)

    Going on my 3rd year. Mike gives the best quarterly recap of what is new for both Federal and State.

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