Hosted by the Region Four Chapters

IRS & CTEC Federal Update Hours: 6   
CTEC State Hours: 2



Not just theory...Real-life application! All the latest news about how the CARES Act, the SECURE Act, the Disaster Act, and other recent legislation impact federal and CA tax returns, including new forms explained line-by-line.

On-demand webinar to view at your convenience!
6 Federal Update hours and 2 California hours (after successful completion of 40 question assessment test)

Things you'll learn...

· Complete coverage of IRS & CA forms
· Latest news about the CARES Act, SECURE Act, Families First Relief Act, Disaster Act, and more...
· Reconciliation of advance payment (rebates) to stimulus credit 
· How does PPP discharge affect tax return? Are expenses paid with loan proceeds deductible?
· New forms with real-life examples to show you how to complete them
· Line-by-line calculations on new forms & worksheets
· CA adjustments calculated and illustrated on Form 540 Sch CA 
· Case studies – Client documents to completed tax return
· Court cases, revenue rulings, and more...
· Worksheets, flowcharts, and checklists to help you keep it all straight
· 400+ page manual mailed to you
· Free FAST FACTS reference card!
· NEW Free CA nonconformity reference card!
· Information you can use in the REAL WORLD!

Education materials and reporting provided by Brass Tax Presentations, LLC.


This webinar is available starting December 1, 2020 until March 31, 2021

This on-demand webinar will allow you to take the class whenever it is convenient for you, either all at once or a little bit each day. Attendees who register before December 1 will not receive their materials until December 1. Attendees who register after that date will receive their login information within three business days of registration. Books will be mailed to the address on the registration form within 7 business days of purchasing the course.

Important Course Information

This is a self-study course and it will begin on December 1, 2020. Attendees will have until March 31, 2021, to complete the course. All course materials will be sent from [email protected].

Hardcopy of the Books

Attendees who registered before the start date will receive their books on December 1, 2020. If you ordered a hardcopy of the books after the start date, please allow 5-7 business days for them to be shipped to you.

Presenter: Lisa Ihm, EA and Ryan Reichert, EA

Lisa Ihm, EA has been teaching seminars nationwide since 1986. Rather than simply reciting the rules, she breaks them down and uses a methodical approach to help you understand how tax laws will apply to taxpayers in the "real world". Then she digs below the surface to make you think about how tax laws affect your clients and how you can use those laws to your clients’ benefits. Her fast-paced, engaging style will make this seminar both informative and fun! She works and lives in Coronado, CA and can be reached by e-mail at [email protected] or through her website at


Ryan Reichert, EA’s background in tax preparation, business, financial planning, and tax research make him especially equipped to tackle the interpretation of new tax legislation. He will cover the California conformity (or nonconformity) to this year’s new tax laws and let you know when a CA adjustment is needed and how to make it. His “CA Adjustments” desktop reference card will be a valuable resource for you next tax season.



Fee Description

Member Fee

Non-Member Fee

Early Bird Registration
(November 30, 2020)



Regular Registration



*Refund Policy: Fee less $25 when a written request is received on or before 11/15/20. Sorry, no refunds after 11/15/20.

CE Information

6 Federal Tax Law Update Hours
2 California Hours

IRS: UD2VU-U00108-20-S
CTEC: 1008-CE-1135

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