California Tax -- 5-Hour Annual Update

Overview

Stay informed and up-to-date with the latest changes in California tax law. This course is designed for tax professionals, including Certified Registered Tax Preparers (CRTPs), California CPAs, and other advisors. Explore provisions from the Tax Preparation Act, understand federal and California tax law developments, and delve into critical areas like retirement accounts and worker classification. Gain practical insights on residency determination, filing statuses, and handling income for California tax purposes.

Learning Objectives

After successfully completing this course, you will be able to identify, recall, and recognize the correct treatment of rules and procedures for the following:

  • recent federal tax law changes and areas of California conformity and partial conformity
  • the broad scheme of taxation in California, including income tax, property tax, and sales and use tax, to name a few
  • residency status and filing status
  • the relationship between the federal tax return and the California tax return, specifically with respect to the manner in which federal adjusted gross income provides the starting point for completing the California tax return
  • different types of income and California sourcing issues
  • the various withholding requirements (payroll tax, tax on certain real estate) California law places on transfers of funds to taxpayers
  • requirements for estimated tax payments, annual tax payments, and taxpayer and tax preparer penalties

Tax Year: 2023-2024

Designed For

CRTPs, AFSP participants, Enrolled Agents in need of California tax training, CPAs, and other advisors

Advanced Preparation

None

WebCE® 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Find this course for your license:

License or Certification

Regulator

Type