2020 Post-Tax Season Update and Review

$279.00 $249.00

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SKU: 2020-post-tax-season-update-odw Categories: ,

2020 Post-Tax Season Update and Review

Available by June 4, 2020

Price: $279.00 $249.00*

AB 5, SECURE Act, and an update of tax season issues, problems, and more

  • Do a deep dive into AB 5, including:
    • When can you, and how do you, treat a worker as an independent contractor for federal and an employee for California?
      • Does doing so risk a federal audit?
      • How will you report the income on the California return?
      • Will payroll services be able to accommodate the nonconformity?
    • Compare federal and California independent contractor rules
    • Uncover recent court cases, including the ones filed by truckers and freelance photographers
    • Look at pending legislation and understand what could and probably won’t happen
    • See how old EDD audit guidelines are still valuable in making employee/independent contractor decisions
    • Take home worksheets and checklists to document exceptions to AB 5
    • Understand the ugly penalties that can be assessed for misclassification
  • Prepare for new planning strategies under the SECURE Act and see:
    • New strategies for postponing RMDs
    • Why the ’49ers are the lucky ones
    • If stretch IRAs are dead
    • The advantage and disadvantage of IRA contributions after age 70
    • How to use IRA and pension funds for adoption
  • Use §529 plan funds to pay student loans
  • Look at the extenders and decide which clients should amend returns
  • Determine the fate of the solar credit and review how to claim it
  • Clue in on what else happened during tax season and what you should do about it

Three easy ways to order:
Download order form below and fax to (714) 776-9906, call us at (714) 776-7850, or order online!

Download an order form

CPE Hours

Designation CPE Hours
CPA 8 Tax
EA 8 Federal Tax
CRTP (CTEC) 8 Federal Tax
Attorney 6.75 General MCLE

Course level: Intermediate
General tax preparation knowledge is required.

CFPs do not receive credit for the webinar version of this course

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.

Webinar features:

  • 8 hours of CPE for one attendee.** (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
  • Searchable e-version of the PDF manual and PowerPoint slides.
  • One person may watch and listen on one computer.

You must have computer speakers to listen to this webinar

Can’t attend the on-demand webinar?

Register for the live seminar or the live webinar version instead.

Learn about Spidell’s webinars.

Cancellation Policy:

Please contact our Customer Service department at (714) 776-7850 to cancel the on-demand webinar.

*Discount valid through April 30, 2020.

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; 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: Intermediate. 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.

Spidell Hours

Tax 8
Fed Tax 8
Fed Tax 8
MCLE 6.75


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