2022 Federal & California Update
San Jose Chapter Virtual Meetings

Date/Time:

2022 California Update
Saturday, January 14, 2023
12:00 to 2:00 PM PST

2022 Federal Update
Saturday, January 21, 2023
9:00 AM to 1:00 PM PST

Location:

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

Topics: 

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 2022
• Form changes
• The latest on Pass Thru Entity Tax
• Various changes to CA online services

Federal Tax Update
The course will take an in depth look at Federal tax law changes impacting the 2022 individual and business tax returns, including:
• Provisions in the Inflation Reduction Act
• Completing K-2 and K-3’s
• Proposed RMD changes
• Expired and expiring tax provisions
• Preparing for the Corporate Transparency Act implementation
• Form changes

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. Claudia is a long time member of CSTC. In 2001 she was named on of Top Ten Women of the Year in the nation by American Business Women’s Association. In 2016 she was named member of the year of the Central Valley Chapter of CSTC, and in 2022 she was named CSTC’s member of the year. She frequently speaks on various tax topics.

CPE Information:

2022 California Update
2 California hours (Topics covering  California law issues)
IRS: NA
CTEC: 1000-CE-5194
Knowledge level: Update (Information on new tax laws)

2022 Federal Update
4 Federal Tax Update hours (Topics covering new tax law):
IRS: 18QC1-U-01772-22-O
CTEC: 1000-CE-5195
Knowledge level: Update (Information on new tax laws)

Cost:

2022 California Update Webinar ONLY
Registration Fee (Member): $30
Registration Fee (Non-Member): $60

2022 Federal Update Webinar ONLY
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

BOTH 2022 California and Federal Update Webinars
Registration Fee (Member): $70
Registration Fee (Non-Member): $130

Registration:

CLICK HERE to register for the 2022 California Update webinar
CLICK HERE to register for the 2022 Federal Update webinar
CLICK HERE to register for BOTH the 2022 California and Federal Update webinars

Cancellation and Refund Policy for Webinar Purchase: 
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.