Name: Titans Annual Federal Tax Planning: Business & Estate Update 2024 In-Person
Start: 2024-12-13T08:00:00.000-08:00
End: 2024-12-13T15:30:00.000-08:00
Location: Avenue of the Arts Hotel

CalCPA will be closed Dec. 23-25 for the holidays. Please email support@calcpa.org if you need assistance and we'll respond by 12/26.

Costa Mesa, CA

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

Date: Dec. 13, 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:

This in-person event will be held at the Avenue of the Arts Hotel Costa Mesa, 3350 Avenue of the Arts, Costa Mesa, CA 92626.

The registration fee includes valet parking and lunch.

Product Code
1000003480-129364
Credit Type
CPE: 8
CPE-Technical: 8
CTEC-FTL: 8
IRS-FTL: 8
MCLE: 6.5
MCLE LS-TX: 6.5
Format
In-Person
Intended Audience
CPAs, financial professionals and attorneys.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
General taxation knowledge.
Advance Preparation
None

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

Identify planning and due diligence learned from recent developments

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

Venue

Avenue of the Arts Hotel

3350 Avenue of the Arts, Costa Mesa, CA, 92626

Get Directions

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

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation