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Titans Annual Federal Tax Planning: Business & Estate Update 2024-25

CPE: 6

Overview

Stay ahead of the curve with a deep dive into this year’s must-know federal and California tax updates. We’ll break down what’s new for C and S corps, partnerships, estates, trusts, and exempt orgs—plus the latest guidance from the IRS and FTB. Get clear insights on how recent changes impact compliance and planning, and walk away with the practical know-how to apply them with confidence.

Product Code
1000003996
Credit Type
CPE: 6
CPE-Technical: 6
Format
Online Self-Study
Intended Audience
CPAs, financial professionals and attorneys.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
None
Advance Preparation
None

Modules

Titans Annual Federal Tax Planning: Business & Estate Update 2024 (Part 1)
Titans Annual Federal Tax Planning: Business & Estate Update 2024 (Part 2)

Learning Objectives

Recognize and apply federal and California tax developments affecting corporations, partnerships, estates and trusts, and how these new provisions and interpretations impact planning and compliance for your clients

Identify the year's significant regulations, IRS and FTB rulings, as well as other administrative guidance on business and estate tax matters

Describe the most important 2023 court cases addressing business entities, and their relevance to practice

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

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),...

More about Gregory M. Kling

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...

More about Annette Nellen

Titans Annual Federal Tax Planning: Business & Estate Update 2024-25

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Modules

Learning Objectives

Major Subjects

Faculty