January 30, 2023


Webinar


8 Total CPE Credits

product-artwork-55467

Webinar (CA): Federal and California Tax Update for Individuals | Titans of Tax Tour

  • Instructor

    Annette Nellen

Learning Objectives

• Identify new federal and California tax legislation affecting individuals.

• Describe the year’s significant federal and California law change from the legislature, IRS, FTB and the courts.

• Identify new due diligence areas relevant to individual income tax matters.

• Learn how new tax rules affect tax planning and compliance.

Major Topics

• 2022 legislation from Congress and California.

• Income inclusions, exclusions and deductions, and losses.

• Property transaction updates, including for cryptocurrencies and other digital assets.

• Passive activities, hobbies and other losses

• California major developments for individuals

• Filing status, credits and retirement plan developments

• Expiring provisions.

• Due diligence reminders.

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Update

Prerequisites

General knowledge in taxation.

Advanced Preparation

None

Intended Audience

CPAs, attorneys and tax practitioners.

Provider

California CPA Education Foundation

This event has ended.