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Live Webinar SELECT STARTING AT $219

Credits: 8

Qualifies For: IRS

$219

Upcoming webinars

December 05, 2016
11:30 am - 07:30 pm (EST)

Instructor(s): Vicki Mulak, EA, CFP

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Tax Law Update for the California Tax Professional (CTLU)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxation
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

A good update that contrasts and compares various aspects of Federal and California tax law is essential in preparing for filing season for 2016 tax returns. This session highlights the most important changes for 2016, including indexed items, recent regulations, revenue procedures, policies, announcements, and rulings by the IRS and California’s three revenue agencies: Franchise Tax Board (FTB), Board of Equalization (BOE), and Employment Development Department (EDD).

Major Topics:

  • Federal Legislation Update
    • Impact of 2015 legislation (extenders and permanent provisions)
    • Status of delayed items
      • Professional Employer Organization certifications
      • Executor basis reporting requirements
      • ABLE accounts
    • 1099 reporting filing changes and increase in penalties
    • New overtime rules take effect
    • Impact of implementation of DOL Fiduciary Rule
  • Tax Practice Update
    • Circular 230 items
    • Trends and new developments (IRS Future State)
    • E-filing update
  • 2016 Update: Rulings, Revenue Procedures, Notices
    • Health Care Update
    • Individual Update
    • Business Update
    • Federal rulings, etc.
    • CA rulings
    • Repair Regs Update
    • Retirement Plan Update
    • Estate/Gift Update
  • California Legislation and Tax Agency Update
    • 2016 Legislation
    • 2015 and earlier legislation reminders
    • Franchise Tax Board and MyFTBAccount Update
      • MyFTBAccount Update
    • Board of Equalization Update
    • Employment Development Dept. Update

Learning Objectives

  • Increase Federal and California competency and effectiveness in readiness for the upcoming filing season

Who should take this course:

Designed for:

Tax practitioners who are preparing for the 2017 filing season (2016 returns)

Prerequisite:

None

Advanced Preparation:

None

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