Virtual
Breaking California Tax Residency: Practical Consideration for Individuals 2023
Date: June 27, 2023
Time: 11 a.m. – 12 p.m. PT
CPE: 1
Member
$49.00
Nonmember
$59.00
Members, log in to access your discount.
Overview
This course will focus on California tax residency and income sourcing rules, and provide insight into California’s approach for determining whether an individual is a resident for personal income tax purposes. Discussion highlights include general presentation on California residency and income sourcing rules, practical considerations for planning a residency change and recent guidance and developments.
Product Code
1000002032-118944
Credit Type
CPE: 1CPE-Technical: 1MCLE: 1Accessibility
Closed Captioning Available
Intended Audience
Accountants, CPAs and financial planners
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- California residency and income sourcing rules for personal income tax purposes
- Considerations for planning a residency change
- Recent guidance and developments
Faculty
Shail Shah
Shail Shah has been helping clients address California tax problems for more than 15 years. His clients range from Fortune 25 companies to high-net-worth individuals. He focuses his practice on complex California tax planning and representation in front of the California Franchise Tax Board (FTB), California Department of Taxation and Fee Administration (CDTFA), Office of Tax Appeals (OTA), Board of Equalization (BOE), and various administrati...
More about Shail Shah
Ruben Sislyan
Ruben Sislyan focuses his practice on California state and local tax controversies at the audit, administrative, and judicial levels. He has broad experience representing Fortune 500 and middle-market companies, closely held businesses, start-ups, families, and individuals in a wide range of state and local taxes, including corporate franchise/income, personal income, sales and use, property, tobacco, and gross receipts and other local taxes.R...
More about Ruben SislyanAdditional Details
This course was recorded on 6/8/2023. The instructor will be available via the chat feature to answer questions during the presentation.