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CSTC Academy - California Update – The latest and greatest
Tuesday, June 30, 2020, 8:30 AM - 10:10 AM PDT
Category: CSTC Academy

Tuesday, June 30, 2020
8:30 AM to 10:10 AM

Topic: California Update – The latest and greatest
Speaker: Karen Joyner, EA
2 California Hours
IRS: None
CTEC: 1000-CE-4742

Course Description:
In this session we will dive into AB5 and all those exclusions and who really qualifies, new CA Health care mandate, new requirement for savings plan and the new California young child tax credit.  Let’s not forget about the new federal extender bill and did California conform. We will review a non-conformity table that will make it easy for you to identify which adjustments you will need for California.

Knowledge Level: Overview

Learning Objectives:

#1: How will AB5 affect taxpayers

#2: Nexus, understand Wayfair and what it means to California taxpayers

#3: California Health care mandate

#4: How does the Secure Act affect California's conformity?

Karen Joyner, EA

Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agents designation in May 1995. She has served in many local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, chairperson for CSTC fall workshops and Running Start, and CSTC society chair for Summer Symposium for several years. She also served as director and on the education committee for the CSEA San Diego chapter. She enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She enjoys the challenge of representing clients before the IRS, Franchise Tax Board, and CTFA (California Department of Tax and Fee Administration) with their collection or audit needs. Karen practices in Coronado, California and can be reached by e-mail at [email protected]In addition, Karen works with Brass Tax Presentations and Lisa Ihm, EA in offering Stocking Your Tax Toolbox and Tax Update in the fall throughout California. Brass Tax has an Enrolled Agent exam training course in the summer for tax professionals who want to obtain this valuable credential, so that they can fully serve the needs of their clients. Please check out the website at www.BrassTax.com.


Contact: [email protected] or 949-715-4192