Titans of Tax Tour
The most advanced comprehensive tax update available, with a California focus.
Thank you to everyone that made this year's tour such a success.
Individual and Business & Estate Updates for CPAs
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
Our Titans
Annette Nellen, CPA, CGMA, Esq.
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.
Gregory M. Kling, CPA, MST
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.
