California 20 Hour Tax Preparer Continuing Education Course

  • 20 Hour Course
  • 4.6
    488 Reviews
  • $55.00

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

In our Ethics class, we'll cover terms that will be used when referencing ethics, ethical duties of tax preparers, unethical tax actions and their consequences, and what a sample code of professional responsibility for tax preparers looks like.

Our Federal Filing Requirements and Dates class will cover the basic guidelines and requirements for completing a compliant tax return. The topics start with the basics of preparing a tax return, who must file and different filing statuses, as well as what forms and electronic filing options are available, alternative filing deadlines and extensions, and refunds and penalties.

In our 10-hour class, we'll cover the federal tax topics of credits, adjustments to income, and schedules C, F, J and SE. Credits are offered for a number of different things, including dependent family members, work-related expenses, qualifying elderly or disabled persons, and more. We'll talk about who qualifies for these, and how to calculate them. Income adjustments that we will examine include contributions to retirement accounts, as well as penalties for early withdrawal and failing to take required distributions. We'll also discuss changes to the treatment of alimony funds, and who these changes apply to. Then, we'll move on to who should use Schedules C, F, J, and SE, and discuss some of the situations that they cover. 

Our final class will specifically address 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. 

Then, we'll move on the basic tax forms that taxpayers will use with most of their clients, Forms 540, 540EZ, 540NR and Schedule 540NR for adjustments to a part-year or nonresident return. After that we'll spend some time discussing the credits available to California taxpayers, including updates on credits which have been repealed or expired.

Military tax benefits will also be addressed. We'll cover the special tax treatment that service members domiciled in California may receive under the Military Spouses Residency Relief Act, The Military Family Tax Relief Act of 2003, Heroes Earnings Assistance and Relief Tax Act, and more.

After that, we'll turn to the estimated taxes that many self-employed and small businesses must pay. We'll discuss the topics on Form 540-ES, as well as options that exist for paying estimated taxes, such as annualizing income.

The next section of the course will cover real estate withholding and taxes. We'll look at Form 593, Real Estate Withholding, and 593-E, which is used to calculate the gain or loss on a real estate transaction. We'll also practice how to calculate capital gains and the determine the amount of gain that will be taxed.

Next, we'll move into the are a of tax-favored plans, such as IRAs, Roth IRAs, 401(k)s, and more. While the majority of these tax-favored plans are retirement-focused, we'll also cover some health and education plans that are eligible for favorable tax treatment. 

Then, we'll move into a discussion of the tax law surrounding a fascinating emerging market: cannabis. We'll discuss the taxes that apply to cultivators, manufacturers, distributors, and retailers of cannabis products, and we'll practice calculating them.

As we near the end of our course, we'll review some landmark cases in California tax law. These cases addressed complicated issues of residency, independent contracting versus employment, and taxes on out-of state businesses. Understanding these decisions is crucial to knowing how to advise clients in "borderline" situations.

We'll conclude the course by reviewing the Franchise Tax Board's list of top tax mistakes that are made, to help tax preparers be on the lookout for the most likely errors on client returns.

  • Course ID(s): 6258-CE-0005
  • Approved By: CTEC

Instructor Bio

jeremy allen cpa instructor atyourpaceonline

Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

4.6
488 Reviews
  • November 15th, 2019 -

    very basic and easy for me to understand it was not complicated english Thank you

  • November 9th, 2019 -

    Beware this course requires alot of time to complete.

  • November 5th, 2019 -

    Perfect at all

  • November 1st, 2019 -

    GOOD COURSE

  • October 29th, 2019 -

    A bit difficult to navigate through the website. Log in and resume..

  • October 25th, 2019 -

    VERY DETAILED AND PERFECT FOR MY CE REQUIREMENTS

  • October 23rd, 2019 -

    Very usufull

  • October 16th, 2019 -

    very informative great review with lots of information on the new tax act

  • October 13th, 2019 -

    VERY EASY AND USEFUL ONLINE COURSE FOR CE OF TAX PREPARERS

  • October 1st, 2019 -

    Excellent course outline!

  • September 27th, 2019 -

    I think that I get more knowledge when I renew my license in this website. I will come back next year.

  • September 24th, 2019 -

    not at this time

  • September 24th, 2019 -

    LOVE IT

  • September 17th, 2019 -

    All information was informative and Examinations were geared directly to the imagination previously read which made all lessons easy to follow and complete.

  • September 3rd, 2019 -

    Great program to work on your own time.

  • August 16th, 2019 -

    GREAT!!!!!

  • March 9th, 2019 -

    This course is useful to review new changes in 2018.

  • January 22nd, 2019 -

    Great course and easy to learn!!

  • January 13th, 2019 -

    GOOD COURSE

  • December 28th, 2018 -

    It waa great!

  • December 23rd, 2018 -

    VERY COMPREHENSIVE COURSE. I LEARNED MORE FROM THIS COURSE THAN ALL FRANCHISE CE COURSES IN PAST MANY YEARS.

  • October 31st, 2018 -

    Some subject where explained a lot and after the reading the question at the end did not covere the complicated issues. It is better for the studento tu summarize it.

  • October 31st, 2018 -

    very easy to follow and understand

  • October 31st, 2018 -

    The best course I have ever enrolled in.

  • October 31st, 2018 -

    Very nice class. Thank you very much.

  • October 31st, 2018 -

    Over all the knowledge that was given was very imformative from the new rules and other type of taxes

  • October 30th, 2018 -

    The way this course was set up it really helps to learn from my own mistakes by allowing review your quizzes and understand the concepts missed.

  • October 30th, 2018 -

    Complete and easy to learn..

  • October 29th, 2018 -

    This course was preferred to my original CTEC course in that the information & quizzes was easier to follow and comprehend

  • October 29th, 2018 -

    I LIKE THE WAY IT COMPARES CURRENT INFO WITH THE NEW TAX LAW.

  • October 28th, 2018 -

    Great course , exactly what I was looking for

  • October 26th, 2018 -

    GOOD, BUT TOO MUCH TIME ...MORE THAN 20 HOURS.

  • October 26th, 2018 -

    The course is great, It will be nice to have the study material as pdf, so to save it and keep it as a reference.

  • October 25th, 2018 -

    This course was very user friendly and broken into manageable and logical sections. The multiple screen presenation within the course made for easy reading and concept presentation.

  • October 19th, 2018 -

    Well put together course that allows students to go at their own pace and yet fulfill all course objectives and complete continuous education needed for CTEC certification.

  • October 16th, 2018 -

    Best Overall Course of any of my certificates especially the ethics portion.

  • September 26th, 2018 -

    Materials were well organized

  • October 22nd, 2019 -

    Add audio

  • October 22nd, 2019 -

    Course material is properly designed and is effective in enhancing/retaining necessary tax knowledge as a tax professional

  • September 20th, 2019 -

    YOU NEED TO MAKE SOME QUESTIONS BETTER TO UNDERSTAND

  • August 13th, 2019 -

    I would like more time for the test, But overall great experience.

  • January 16th, 2019 -

    it may be the internet connection or upload but slow to be able to move quickly from page to page

  • October 30th, 2018 -

    A lot of grammar errors. I did like that I could do this from my mobile phone.

  • October 11th, 2018 -

    Learned a lot!

  • October 28th, 2019 -

    This class did not fit my learning style. I will not be returning next year.

  • October 16th, 2019 -

    This course took much longer than the required 24 hours.

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