Continuing Education for Tax Professionals

This new 2021 package will give California tax preparers 20 hours of continuing education credit, and will meet the requirements for license renewal. It will cover the required topics of ethics, federal updates, federal tax law, and California-specific tax law. At the end of the package, you'll have met all of the requirements for license renewal, all at your own pace!

This 24-hour course is a great refresher for enrolled agents, and will satisfy the ethics requirement as you complete one-third of your CE requirements. In this course, we'll cover important topics such as

• amended returns
• filing and paying business tax
• various forms of income
• adjustments to income
• various business expenses
• inflation adjustments and the basis of filing
• self employed taxes and dependant exemptions
• gross income, capital exchanges, and property basis
• ethics for tax professionals

This package includes everything that a non-credentialed tax preparer needs for renewal, including the Annual Federal Tax Refresher. The following topics are covered in this package:

• 2022 AFTR (6 Hours Annual Federal Tax Refresher)
• Self Employed Taxes and Dependent Exemptions, Gross Income, Capital Exchanges, and Property Basis (10 Hours Federal Tax Law)
• Ethics for Tax Preparers (2 Hours Ethics)

This course is designed for California state tax preparers. Our discussion covers the federal government’s response to the pandemic, including the American Rescue Plan and the CARES Act, along with their effect on California in 2020 and 2021. Additionally, we cover the Tax Cut and Jobs Act, and we’ll revisit basic California tax forms.