Virtual
Titans Annual Federal Tax Planning: Business & Estate Update 2024
Date: Dec. 19, 2024
Time: 8 a.m. – 3:30 p.m. PT
CPE: 8
Overview
Explore an in-depth analysis of this year's key federal and California tax changes impacting C and S corporations, partnerships, estates, trusts, and exempt organizations. We'll break down the latest legislative updates and guidance from the IRS and FTB, highlighting crucial compliance and planning considerations. Stay informed on recent law changes and due diligence practices to ensure you're prepared for the latest developments.
Titans of Tax 2024 Lineup:
Product Code
1000002809-128892
Credit Type
CPE: 8CPE-Technical: 8CTEC-FTL: 8IRS-FTL: 8MCLE: 6.5MCLE LS-TX: 6.5Intended Audience
CPAs, financial professionals and attorneys.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
General taxation knowledge.
Advance Preparation
None
Learning Objectives
Major Subjects
- New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2024
- Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations
- Employment taxes and worker classification matters
- Accounting method developments
- Tax credits updates—Federal and California
- The state of California and multistate significant developments, including nexus and sourcing
- Expired and expiring provisions
- Inflation-adjusted amounts for 2024
Other Dates
Faculty
Gregory M. Kling
Greg teaches full-time both undergraduate and graduate courses in the Marshall School of Business and Leventhal School of Accounting, and is the Academic Director of the Jennifer and James R. Parks Master of Business Taxation Program. Greg teaches continuing education classes for the California Society of CPAs and CPA exam review classes for Becker CPA Exam Review. Greg is the update author for Federal Taxes Affecting Real Estate (LexisNexis),...
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Annette Nellen
Annette Nellen is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, and tax policy. Annette is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee), ABA and California Lawyers Association. In 2020-2021, she served on the AICPA-NASBA CPA Evolution Education Advi...
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