Advanced business, estate, and trust tax analysis for seasoned practitioners.

This course is built for practitioners who need more than a review of business tax updates. The focus is on complex federal and California developments affecting C corporations, S corporations, partnerships, LLCs, tax-exempt organizations, estates, and trusts, with emphasis on how new law, administrative guidance, and court decisions affect planning, compliance, entity-level decisions, and fiduciary matters.

Participants will explore 2026 legislation and guidance, California conformity and multistate developments, tax form changes, credits, loss limitations, accounting method issues, employment tax and worker classification matters, nexus and sourcing, and significant IRS and FTB guidance. The discussion also highlights provisions affecting estates and trusts, tax-exempts, and business owners whose structures require coordinated federal and California analysis.

Be sure to also register for the Signature Individual Update

(formerly titled Titans of Tax)