California Individual Tax Update & Federal Differences - 6 Hours CPE

Regular price $ 129.00

If you serve California individual taxpayers, this course is for you.

Art Werner, JD and Lee Reams, EA masterfully take you through the comparison of the California and Federal tax code, highlighting the differences and possible planning opportunities. 

Learning Objectives – This three-part webcast covers the difference between Federal and California individual tax issues. Each lesson deals with unique CA tax issues as well as compliance and non-compliance with federal law.


  • 6-hour CPE California Individual Tax Update & Federal Differences WebCast - Broken down by session
  • Live Q & A monitored by our team of tax subject experts 
  • Big Book of Taxes Seminar Digital Edition and Power Point Slides
  • Click Here for Our Commonly Asked Questions 

2020 California Individual Tax Update & Federal Differences – Lesson 1 of 3
This 2-hour lesson covers the following:

  • Filing Status
  • New Nonresident Alien (NRA) Dependents
  • Exemptions
  • Alimony
  • Clergy
  • Holding Title to Property
  • Military
  • Non-Resident Aliens 
  • Community Property
  • RDPs
  • Foreign Reporting Issues
  • Crown Funding
  • Compensation Issues
  • Capital Gains
  • Stock Options
  • Debt Cancellation
  • Damages
  • Native American Income
  • Portfolio Income
  • Interest Tracing
  • Self-Employment Issues
  • Accounting Methods
  • MACRS Bonus Depreciation 
  • LLCs

2020 California Individual Tax Update & Federal Differences – Lesson 2 of 3
This 2-hour lesson covers the following:

  • Sec 179 Expensing 
  • Listed Property
  • Intangibles
  • Employee/Independent Contractor 
  • Meals & Entertainment
  • Vehicle Expenses
  • Travel Expenses
  • Not Operating Losses
  • Rental Activities
  • Vacation Home Rentals
  • Installment Sales
  • Sec 1031 Exchanges 
  • Excess Business Losses
  • Cap and Repair Regs
  • Cannabis Businesses
  • PPP Loans
  • Employee Retention Credit
  • Pension and Annuities 
  • Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Health Flexible Spending Accounts
  • Health Savings Accounts
  • CalSavers Retirement Accounts 
  • Employer Education Assistance
  • Qualified (Sec 529) Tuition Plans
  • Able Accounts
  • Moving
  • Foreign Income Exclusion
  • Above-the-line Education Expenses
  • Itemized Deductions 
  • Alternative Minimum Tax 
  • Kiddie Tax

2020 California Individual Tax Update & Federal Differences – Lesson 3 of 3
This 2-hour lesson covers the following:

  • Child Care Credit
  • Young Child Credit
  • EITC
  • Pension Startup Credit
  • Claim of Right
  • Adoption Credit
  • Energy Credits 
  • Electric Vehicle Credit
  • CA Clean Vehicle Rebate
  • Research Credit
  • CA Small Business Hiring Credit
  • Renter’s Credit
  • Senior HH Credit
  • Joint Custody HH Credit
  • Dependent Parent Credit
  • Natural Heritage Preservation Credit
  • Film Credits
  • New Employment Credit
  • CA Competes Credit
  • College Access Credit
  • Penalties
  • Cost Recovery Fees
  • Demand to File Penalty
  • NEST Penalty
  • Preparer Penalties
  • Estimated Taxes
  • Underpayment of Estimated Taxes
  • Mandatory E-Pay 
  • Innocent Spouse
  • Offer-in-Compromise
  • Household Employees
  • Basis
  • Installment Agreements
  • ACA Premium Tax Credit
  • Uninsured Penalty

Conference Schedule:  Due to the popularity of the live conference event, we are extending access to the on demand version. 

CPE Hours: California Taxation = 6 CPE Credits / Total = 6 CPE Credits

Accreditation: CTEC, NASBA-QAS CPAs (Does not qualify for Enrolled Agent credit)

Field of Study: California Taxation

Publication Date: 11/2020

Instructional Delivery Method: Group Internet-Based 

Level: Intermediate

Prerequisites: None

Advanced Preparation: No Advanced Preparation Required

Speakers:  Lee Reams Sr., BSME, EA and Arthur Werner, J.D., M.S. 

Webinar Material: A copy of the Big Book of Taxes 365 Seminar Edition and the Power Point Presentation PDFs are available for download within the course learning path. 

Refund Policy: Refunds will be granted only if requested at least ten days before the virtual conference begins; 10% of the fee will be withheld from all refunds. Cancellations within 10 business days of the conference date can only be credited to your account for a future seminar date. No exceptions. Sorry, no recording permitted. For more information regarding administrative policies such as complaint and refund, please contact our offices at 1-800-384-1101. We reserve the right to change or alter locations and schedules.  

Certified Public Accountants: ClientWhys is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

ClientWhys is an approved provider for IRS, NASBA QAS, CTEC and the Oregon Tax Preparer Board providing continuing education for CPAs, EAs, IRS and CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.