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CSTC Academy: Summer Symposium Series - California Updates
Thursday, June 10, 2021, 8:30 AM - 10:10 AM PDT
Category: CSTC Summer Symposium

California Updates
Thursday, June 10, 2021
8:30 AM to 10:10 AM

Speaker: Karen Joyner, EA
2 California Hours
IRS: None
CTEC: 1000-CE-4869

Course Description:
In this session, we will review all the changes and conformity from 2020 and look into 2021. Changes to AB5 and all those exclusions and who really qualifies, CA Health care mandate, PPE Equipment, IRA contributions and Schedule S extended statue. Let’s not forget about the PPP loans and did California conform. We will review a non-conformity table, make it easy for you to identify which adjustments you will need for California.

•Explore changes to AB5
•Working remote, where do the taxes fall
•California Health care mandate
•Business changes

Knowledge Level: Basic

Learning Objectives:

#1: Explore changes to AB5

#2: Working remote, where do the taxes fall

#3: California Health care mandate and business changes

Karen Joyner, EA

Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agents license in May 1995. Karen was active in local chapters of many professional organizations, including having served as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get client the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit needs.