Name: Titans Annual Federal Tax Planning Individual Update 2024 In-Person
Start: 2024-12-12T08:00:00.000-08:00
End: 2024-12-12T15:30:00.000-08:00
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 Individual Update 2024 In-Person

Date: Dec. 12, 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:

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
1000003479-129363
Credit Type
CPE: 8
CFP: 8
CPE-Technical: 8
CTEC-FTL: 8
IRS-FTL: 8
MCLE: 6.5
MCLE LS-TX: 6.5
Format
In-Person
Intended 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

Identify new federal and California tax legislation affecting individuals

Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts

Identify new due diligence areas relevant to individual income tax matters

Learn how new tax rules affect tax planning and compliance

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

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 Individual Update 2024 In-Person

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation