Continuing Education for Tax Professionals

This course will satisfy the required 20 hours of Continuing Education for California Tax Preparers for 2020. It will cover the required topics of ethics, federal updates, federal tax law, and California-specific tax law.

In this class we will specifically address 2020 California tax law. We will start with an overview of the federal tax changes which will affect tax returns, and look at how California does or does not conform to them.

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 like the requirements for filing status; what qualifies as gross income and must be included on a tax return; how to make the appropriate income adjustments for clients; specific schedules that client may require; and an updated discussion of the credits available to taxpayers.

We'll conclude the course with an Ethics class specifically for tax preparers. This class will examine the definition of ethics, pivotal terms used in that discussion, and the taxpayer bill of rights.

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:

• 2021 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)