Get a top-tier seminar from two of the most trusted names in tax!
Spidell has partnered with Gear Up to bring you the quality 2-day live tax update seminar you need to be ready for tax season. Join us in Anaheim for both days and ensure you’ll have all of the information to tackle even the toughest client returns.
Day 1 Learning Objectives
- 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
Day 2 Learning Objectives
- Help your clients plan ahead for many expiring tax provisions
- Learn about the changes to worker classification rules, and how to help keep your clients out of trouble
- Discuss how to keep your data safe, and keep your cybersecurity practices current
- Be prepared to deal with penalty notices, and other notices from the IRS
Click on a location to add to cart and register |
||||||
|
||||||
| Both seminar dates held at Hilton Anaheim. |
| 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 the self-study version.
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA | Up to 16 Taxes |
| EA** | Up to 14 Federal Tax Update |
| CRTP (CTEC) | Up to 14 Federal Tax Update and 2 CA Tax |
| Attorney | Up to 13.25 General MCLE/Tax Specialization |
| CFP® professional*** | Up to 16 Hours |
Course level: Update
General tax preparation knowledge is required.
**EAs will receive free 2 hour federal tax course
***CFP® professionals will only receive credit for the live seminar version of this course.
This seminar includes:
- 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
- Personal and professional staff that cater to your needs
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.
This Seminar 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 Seminar is designed to meet the requirements for up to 16 Hour(s) 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.
