The most advanced comprehensive tax update available, with a California focus.
This in-depth tax update is the best way to prepare for the upcoming tax season. The two-day main event focuses on tax planning for individuals on day one and on business and estates on day two.
Day 1—Annual Federal Tax Planning: Individual
We'll cover critical developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings.
8 a.m. – 3:30 p.m.
CPE 8, CFP 8, CTEC-FTL 8, IRS-FTL 8, MCLE 6.5, MCLE LS-TX 6.5
Day 2—Annual Federal Tax Planning: Business & Estate Update
We’ll analyze in depth this year’s critical federal and California tax changes impacting C and S corporations, partnerships, estates, trusts, and exempt organizations.
8 a.m. – 3:30 p.m.
CPE 8, CTEC-FTL 8, IRS-FTL 8, MCLE 7, MCLE LS-TX 7
Annette Nellen is a lawyer, CPA, academic and author. She is a professor as well as the director of the graduate tax program at the San José State University. In 2024, Annette was the winner of the 2024 Jonathan Horn Distinguished Service Award and one of Accounting Today’s 2024 Top 100 Most Influential People in Accounting.
Greg is a professor at USC Marshall School of Business and Leventhal School of Accounting. He is also a co-author of Federal Taxes Affecting Real Estate (LexisNexis), a professional publication used by tax professionals worldwide, and an Editorial Adviser for The Tax Adviser.
