CSTC education is designed for CTEC preparers, Enrolled Agents, CPAs, and attorneys and to fit the needs of all – from new preparers to highly experienced tax professionals. With one of the most affordable price points for educating tax professionals, we encourage you to explore how the CSTC Academy should be a must-attend for 2021. This webinar series will take place every Wednesday starting July 14 through November 10, 2021 excluding September 15 and October 13.

We encourage you to explore our exceptional lineup of topics and speakers and give CSTC priority access to meeting your continuing education needs for 2021.

Schedule at a Glance
Registration Fees

THANK YOU TO OUR 2021 WEDNESDAY WEBINAR SPONSORS

 

 


CSTC Academy: Wednesday Webinar Series Schedule

 

Wednesday, July 14, 2021

10:00 AM to 11:40 AM PST Topic: QuickBooks Customizing for Tax Preparation
Speaker: Jane Ryder, EA, CPA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Basic
Click here to learn more and register for this webinar
 

Wednesday, July 21, 2021

10:00 AM to 11:40 AM PST Topic: PPP Loan Forgiveness
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Hours: 1 Federal Tax Law Hour, 1 Federal Update Hour
Knowledge Level: Intermediate
Click here to learn more and register for this webinar
 

Wednesday, July 28, 2021

10:00 AM to 11:40 AM PST Topic: How to Overcome the Difficulties of Collections - CANCELED
Speaker: Paul Kent EA, USTCP
Hours: 2 Federal Tax Law Hours
Knowledge Level: Intermediate
 

Wednesday, August 4, 2021

10:00 AM to 11:40 AM PST Topic: Rethink What You Think You Know about Tax, Wealth and Business Exit Planning
Speaker: Edward Cotney, Certified Exit Planner, Certified 
Hours: 1 Federal Tax Law Hour, 1 California Hour
Knowledge Level: Intermediate / Advanced
Click here to learn more and register for this webinar

 

Wednesday, August 11, 2021

10:00 AM to 11:40 AM PST Topic: Tax Implications of Exercise and Sale of Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU)
Speaker: Michael Tullio, EA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Intermediate
Click here to learn more and register for this webinar

 

Wednesday, August 18, 2021

10:00 AM to 11:40 AM PST Topic: Tax Update - the latest in tax law changes and IRS announcements
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Hours: 1 Federal Tax Law Hour, 1 Federal Update Hour
Knowledge Level: Intermediate
Click here to learn more and register for this webinar

 

Wednesday, August 25, 2021

10:00 AM to 11:40 AM PST Topic: Bankruptcy – The Tax Journey
Speaker: Veronica Marelli, EA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Intermediate
Click here to learn more and register for this webinar
 

Wednesday, September 1, 2021

10:00 AM to 11:40 AM PST Topic: Partnership Audit Procedures for Tax Counsel
Speaker: Michel Stein, Esq
Hours: 1 Federal Tax Law Hour, 1 California Hour
Knowledge Level: Basic
Click here to learn more and register for this webinar
 

Wednesday, September 8, 2021

10:00 AM to 11:40 AM PST Topic: Repair or Improvement?
Speaker: Ryan Reichert, CFP, EA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Intermediate
Click here to learn more and register for this webinar
 

Wednesday, September 22, 2021

10:00 AM to 11:40 AM PST Topic: Community Property: Here, There & Everywhere
Speaker: Monica Haven, EA, JD, LLM
Hours: 2 Federal Tax Law Hours
Knowledge Level: Intermediate
Click here to learn more and register for this webinar
 

Wednesday, September 29, 2021

10:00 AM to 11:40 AM PST Topic: Recent Developments in Federal Estate and Gift Tax Law and California Trusts & Estates
Speaker: Jennifer Scharre
Hours: 1 Federal Update Hour, 1 California Hour
Knowledge Level: General
Click here to learn more and register for this webinar
 

Wednesday, October 6, 2021

10:00 AM to 11:40 AM PST Topic: Navigating Nexus
Speaker: Susan Tinel, EA, CRTP
Hours: 1 Federal Tax Law Hour, 1 California Hour
Knowledge Level: Advanced
Click here to learn more and register for this webinar
 

Wednesday, October 20, 2021

10:00 AM to 11:40 AM PST Topic: Nonprofit Joint Ventures: Partnering with For-Profit Organizations
Speaker: Louis Michelson, Esq
Hours: 2 Federal Tax Law Hours
Knowledge Level: Advanced
Click here to learn more and register for this webinar
 

Wednesday, October 27, 2021

10:00 AM to 11:40 AM PST Topic: Reasonable Compensation for S-Corp Shareholders & Officers
Speaker: Jane Ryder, EA, CPA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Basic
Click here to learn more and register for this webinar
 

Wednesday, November 3, 2021

 10:00 AM to 11:40 AM PST Topic: When the End is Near: A Guide to Closing a Business Entity
Speaker: Jane Ryder, EA, CPA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Basic
Click here to learn more and register for this webinar
 

Wednesday, November 10, 2021

10:00 AM to 11:40 AM PST  Topic: Code Breakers - Tax Research for the 21st Century
Speaker: Shannon Hall, EA
Hours: 2 Federal Tax Law Hours
Knowledge Level: Basic
Click here to learn more and register for this webinar

Registration Fees

Category

Individual Purchase of a
Two Hour Course

Members

 $40

Non-Members

 $70

  


 Questions?

Contact the California Society of Tax Consultants at (949)715-4192 or [email protected]


The Symposium presentations have 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.