Virtual
Titans Annual Federal Tax Planning Individual Update 2024
Date: Dec. 18, 2024
Time: 8 a.m. – 3:30 p.m. PT
CPE: 8
Overview
Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. Discover the latest legislation and stay informed on crucial IRS and FTB guidance. We cover key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Prepare for the tax season by thoroughly reviewing due diligence considerations relevant to all new laws.
Titans of Tax 2024 Lineup:
Product Code
1000002808-128882
Credit Type
CPE: 8CFP: 8CPE-Technical: 8CTEC-FTL: 8IRS-FTL: 8MCLE: 6.5MCLE LS-TX: 6.5Intended Audience
CPAs, attorneys and tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
General knowledge in taxation.
Advance Preparation
None
Learning Objectives
Major Subjects
- Explanation of legislation enacted in 2024 along with reminders for 2024 from legislation of recent years
- California tax law changes
- Income inclusions, exclusions and deductions
- Property transaction updates
- Passive activities, hobbies and other losses
- Guidance and planning on energy credits
- Significant IRS developments affecting practice and compliance procedures
- California's major developments for individuals and conformity to federal law changes for 2024
- Filing status, credits and retirement plan developments
- Expired and expiring provisions
- Inflation adjustments for 2025
- Due diligence and planning reminders
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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