Titans Annual Federal Tax Planning Individual Update 2024

Register Now
  • Date/Time
    • Nov 25, 2024
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 4:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Taxation (8.00)
  • Prerequisites
    • General knowledge in taxation.

  • Vendor
    • California CPA Education Foundation
  • Level
    • Update
  • Fields of Study
    • Taxes

Description

Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. Discover the latest legislation and stay informed on crucial IRS and FTB guidance. We cover key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Prepare for the tax season with a thorough review of due diligence considerations relevant to all new laws.

  • Presenters:  Annette Nellen, Gregory M. Kling
  • Designed For

  • Designed For - CPAs, attorneys and tax practitioners.
  • Role Level - Entry-level/Individual contributor;Manager/Senior Manager;Director;Executive/VP;C-Suite;Sole Practitioner;Board
  • Objectives

    •  Identify new federal and California tax legislation affecting individuals
    •  Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts
    •  Identify new due diligence areas relevant to individual income tax matters
    •  Learn how new tax rules affect tax planning and compliance

    Highlights

    •  Explanation of legislation enacted in 2024 along with reminders for 2024 from legislation of recent years
    •  California tax law changes
    •  Income inclusions, exclusions and deductions
    •  Property transaction updates
    •  Passive activities, hobbies and other losses
    •  Guidance and planning on energy credits
    •  Significant IRS developments affecting practice and compliance procedures
    •  California's major developments for individuals and conformity to federal law changes for 2024 
    •  Filing status, credits and retirement plan developments
    •  Expired and expiring provisions
    •  Inflation adjustments for 2025
    •  Due diligence and planning reminders

    Advanced Prep

    None

    Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email cpe@idcpa.org if you have any questions.

    Leaders

    Annette Nellen

    Annette Nellen, CPA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and high technology tax issues. Annette has over 25 years of experience in the area of taxation with emphasis on tax policy and reform for the past 18 years. Annette serves on the AICPA Tax Executive Committee and the AICPA Tax Reform Task Force. She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Annette is a monthly contributor to the AICPA Tax Insider e-newsletter. Annette was the lead author of the AICPA tax policy concept statement #1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (2001), still in use today. In fall 2013, Annette completed a three-year term on the Executive Committee of the Taxation Section of the California Bar. In November 2013, Annette received the Arthur J. Dixon Memorial Award from the AICPA, the highest honor bestowed by the accounting profession in the area of taxation.

    Gregory Kling

    Associate Professor of the Practice of Accounting

    Greg teaches full-time both undergraduate and graduate courses in the Marshall School of Business and Leventhal School of Accounting. Greg teaches continuing education classes for the California Society of CPAs and CPA exam review classes for Becker CPA Exam Review. Greg is the update author for Federal Taxes Affecting Real Estate (LexisNexis), a professional publication used by tax professionals worldwide, and is an Editorial Adviser for The Tax Adviser, a monthly magazine published by the American Institute of Certified Public Accountants. During his previous career in public accounting, Greg was in charge of his firm's Accounting Consulting & Tax Group, which provided a wide variety of business services to clients with revenues ranging from $1 million to $50 million. Greg served a diverse group of clients throughout his career -- public and private companies, entrepreneurial and large multi-state businesses, in many different industries. Greg's BS in Business Administration (Accounting emphasis) is from the University of California, Berkeley and his MS in Taxation is from Golden Gate University.

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