2023 FEDERAL & CALIFORNIA UPDATE
San Jose Chapter Virtual Meeting

Date/Time:

Saturday, January 20, 2024
Part One - Federal Tax Update: 9:00 AM to 11:30 AM
Part Two - California Update: 12:00 PM to 2:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Topic:

Part One - Federal Tax Update
The course will take an in-depth look at Federal tax law changes impacting the 2023 individual and business tax returns, including:

• Secure Act 2.0
• Expired and expiring tax provisions
• Preparing for the Corporate Transparency Act Implementation
• Form changes
• Cases and rulings
• IRS issues and changes

Part Two - State Tax Update
The course will take an in-depth look at the State tax law changes impacting the 2022 individual and business tax returns, including:

• Various law/propositions enacted in 2023
• Form changes
• Various changes to CA online services at Secretary of State, EDD, and FTB

Presenter:

Claudia Stanley CPA & EA
Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, president of the Central California Chapter of Enrolled Agents and as treasurer of Fresno’s local chapter of American Business Women’s Association. In 2001 she was named on of Top Ten Women of the Year in the nation by American Business Women’s Association. In 2022 she was named CSTC’s member of the year. She frequently speaks on various tax topics, gives annual Federal and State tax update presentations, and hosts weekly roundtable discussion groups on Zoom.

CPE Information:

Part One - 3 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01893-23-O
CTEC: 1000-CE-5335

Knowledge Level: Update (Information on new tax laws)

Part Two - 2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5334

Knowledge Level: Update (Information on new tax laws)

Cost:

Part One ONLY Federal 3hrs
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Part Two ONLY California 2hrs
Registration Fee (Member): $30
Registration Fee (Non-Member): $60

BOTH Parts
Registration Fee (Member): $60
Registration Fee (Non-Member): $125

Registration:

Click here to register for Part One ONLY
Click here to register for Part Two ONLY
Click here register for BOTH PARTS

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.