2022 Summer Tax
Available by July 29, 2022
Electronic version only
Price: $259.00 $229.00*
*Special Super Seminar 2022 Attendee Discount valid through July 8, 2022.
Real Estate, Retirement, and Investment Planning
Plus, enjoy a bonus hour-long on-demand webinar:
Title to be announced
Real estate:
- Refresh yourself on important §1031 exchange issues
- Discuss the pros and cons of holding real estate in an entity
- Review short-term rental rules in this hot real estate market
- See when IRC §199A applies to real estate activities
- Learn how to read a closing statement and transfer items to the return
- Understand the new rules to help your clients minimize property taxes when property is transferred
Retirement and investment planning:
- Learn about new proposed RMD regulations, and make sure your clients are taking proper RMDs
- Learn about those nontraditional investments your clients are asking about
- Be prepared for the IRS crackdown on the taxation of cryptocurrency
- See what to consider for your clients retiring out of California
- Discuss stock options, and what they mean for your clients’ tax liabilities
- Understand why some clients will still invest in qualified opportunity zones
- See what changes are being considered under the SECURE Act II
Two easy ways to order:
Call us at (714) 776-7850 or order online!
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA | 8 Tax |
| EA | 8 Federal Tax |
| CRTP (CTEC) | 8 Federal Tax |
| Attorney | 6.75 General MCLE/Tax Specialization |
Course level: Intermediate
General tax preparation knowledge is required.
CFPs do not receive credit for the self-study version of this course
Prefer the webinar?
Register for the live webinar or order the on-demand webinar 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.
*Special Super Seminar 2022 Attendee Discount valid through July 8, 2022.
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 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 course has been 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.
