California Tax -- 5-Hour Annual Update


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


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