Federal and California Tax Update — San Jose
Tuesday, January 28, 2025, 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
Spend one day with us and be ready for tax season:
- 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
- Get prepared for California returns as well:
- Understand the tax implications of California's new program for first-time home buyers
- Get an update on AB 5 and worker classification after a recent court case
- Evaluate whether making the passthrough entity tax election makes sense for your clients
Take home our famous
Tax Update manual
Spidell seminars have always been a step above. I always learn something new and reinforce things that I already knew.
— Claire Porterfield, EA
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.
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.
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 Certified 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, 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 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 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. 