Virtual

Titans Annual Federal Tax Planning: Business & Estate Update 25-26

Date: Dec. 10, 2025

Time: 6 a.m. – 1:30 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 2025 Lineup:

Titans of Tax Mid-Year Update 2025

Titans Annual Federal Tax Planning Individual Update 25-26

Titans Annual Federal Tax Planning: Business & Estate Update 25-26

Product Code
1000004004-132964
Credit Type
CPE: 8
CPE-Technical: 8
CTEC-FTL: 8
IRS-FTL: 8
MCLE: 6.5
MCLE LS-TX: 6.5
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 2024 court cases addressing business entities, and their relevance to practice

Identify planning and due diligence learned from recent development

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 2025
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 2026

Other Dates

Dec. 2, 2025
8 a.m. – 3:30 p.m. PT
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Dec. 10, 2025
8 a.m. – 3:30 p.m. PT
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Faculty

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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Additional Details

CalCPA and the Titans will be offering multiple Live Webinars to ensure that all updates are addressed through January 2026. Choose the dates that work best for you and your clients.

Live Webinars*

11/25/2025

12/2/2025

12/23/2025

1/7/2026

1/21/2026

*each Live Webinar will have one rebroadcast the following week, with the exception of 11/25/2025.

Titans Annual Federal Tax Planning: Business & Estate Update 25-26

Member

Nonmember

Overview

Product Code

Credit Type

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Other Dates

Faculty

Additional Details