Upcoming Education Seminars with Jane

 

Future │ Past

 

 

Wolters Kluwer: California Regulatory Review

May 2nd, 2025, Webinar

 

Wolters Kluwer: New Legislation & Analysis of Pending Tax Proposals

May 12th, 2025, Webinar

 

NATP: California Content

May 14th, 2025, Holiday Inn Orange County

 

Wolters Kluwer: Fundamentals of Business Tax Balance Sheet

May 21st, 2025, Webinar

 

Tax Practice Pro: Annual Tax Consideration for Rentals

May 22nd, 2025, Webinar

 

Tax Practice Pro: Advanced Rentals

May 22nd, 2025, Webinar

 

Wolters Kluwer: Capital Gain or Ordinary Income

May 28th, 2025, Webinar

 

Wolters Kluwer: Tax Matters for Disaster Losses

June 4th, 2025, Webinar

 

CSTC San Francisco Bay: Tax Planning for State PTET

June 4th, 2025, Webinar

 

CSTC Summer Symposium: Disaster Casualty Losses: Tax Implications

June 9th, 2025, Silver Legacy Resort Casino Reno, Register here

 

Wolters Kluwer: Installment Sales: Tax Savings, Compliance, & New Reporting

June 9th, 2025, Webinar

 

CSTC Summer Symposium: Successful Audits for Individuals, Rentals, & Business

June 10th, 2025, Silver Legacy Resort Casino Reno, Register here

 

CSTC Summer Symposium: Fundamentals of the Business Tax Balance Sheet

June 11th, 2025, Silver Legacy Resort Casino Reno, Register here

 

CSTC Summer Symposium: Stump the Experts

June 11th, 2025, Silver Legacy Resort Casino Reno, Register here

 

TaxAct: 2025 New Federal Tax Legislation Update Individuals & Business

June 12th, 2025, Webinar

 

Wolters Kluwer: Tax Matters for Disaster Losses

June 17th, 2025, Webinar

 

CSEA Super Seminar: Form 1120-S: S-Corporation Tax Preparation

June 18, 2025, Peppermill Reno NV, Register here

 

Wolters Kluwer: Federal Reporting for Interest Income & Interest Expense

June 19th, 2025, Webinar

 

Wolters Kluwer: Taxing Divorce Issues: Before, During, and After

June 23rd, 2025, Webinar

 

Wolters Kluwer: Investment Property and Assets Section 212

July 7th, 2025, Webinar

 

Wolters Kluwer: Tax Matters for Lawsuits and Legal Settlements

July 18th, 2025, Webinar

 

Wolters Kluwer: Energy Credits Update For Individuals, Rentals & Business

July 22nd, 2025, Webinar

 

Wolters Kluwer: Partnerships & LLC’s: Dissolution & Closing Balance Sheet 

July 28th, 2025, Webinar

 

CSEA: Form 1041 Trusts

July 30th, 2025, Webinar

 

Wolters Kluwer: Federal Taxable & Non-Taxable Income

August 6th, 2025, Webinar

 

Wolters Kluwer: Partnership Section 754 Election

August 15th, 2025, Webinar

 

NAEA: Sole Proprietorship Program: Depreciation

August 26th, 2025, Webinar

 

NAEA: Sole Proprietorship Program: Other Credits and Deductions

August 26th, 2025, Webinar

 

NAEA: Sole Proprietorship Program: From the Field 

August 27th, 2025, Webinar

 

Wolters Kluwer: Partnership Basis: Inside & Out

August 27th, 2025, Webinar

 

NAEA: Sole Proprietorship Program: Theory to Practice

August 28th, 2025, Webinar

 

TaxAct: Rental Real Estate: Gig Economy & Advanced Tax Issues

September 3rd, 2025, Webinar

 

CSTC: East County Rentals & Air B&B

September 9th, 2025, Webinar

 

Wolters Kluwer: California Non-Conformity: Individual & Business

September 12, 2025, Webinar

 

Wolters Kluwer: Federal Energy Credits for Business and Rentals

September 19th, 2025, Webinar

 

Wolters Kluwer: Tax Matters for Gambling Winnings

September 29th, 2025, Webinar

 

Wolters Kluwer: Compensatory Stock Options, RSUs, ESPP, 83b and 83i Elections

October 8th, 2024, Webinar

 

Wolters Kluwer: California Business Credits

October 17th, 2025, Webinar

 

NYSSEA: Reading Trust Documents

October 17th, 2025, Webinar

 

NYSSEA Conference 2025: Form 1040 Trusts and Estates

October 26th, 2025, Gideon Putnam Resort and Spa New York, Register here

 

NYSSEA Conference 2025: K1 to 1040

October 27th, 2025, Gideon Putnam Resort and Spa New York, Register here

 

NYSSEA Conference 2025: Tax Matters for Gambling Winnings and Losses

October 28th, 2025, Gideon Putnam Resort and Spa New York, Register here

 

NYSSEA Conference 2025: Federal Disaster Losses: Not as Straightforward as They May Appear

October 28th, 2025, Gideon Putnam Resort and Spa New York, Register here

 

CSTC East County: Federal Update

November 4th, 2025, Live, Register here

 

All Tax Seminar 

November 13th-14th, 2025, Live, Register here

 

Wolters Kluwer: Year End Tax Planning for Small Business

November 18th, 2025, Webinar

 

Wolters Kluwer: Year End Tax Planning for S Corps

December 9th, 2025, Webinar

 

 

 

Future │ Past

 

 

Wolters Kluwer: California Regulatory Review

May 2nd, 2025, Webinar

 

NAEA: Solutions Room Form 7217

March 20th, 2025, Webinar

 

CSTC: San Francisco Bay S Corp and Partnership Elections

March 5th, 2025, Webinar

 

Intuit: Disasters

March 4th, 2025, Webinar

 

CSEA: LA Fire

February 20th, 2025, Webinar

 

CSTC: Disasters

January 30th, 2025, Webinar

 

Western CPE: Marina Del Rey California Tax Update Business

January 29th, 2025, Live

 

Western CPE: Marina Del Rey California Tax Update Individual

January 28th, 2025, Live

 

CSTC: Wine Country

January 22nd, 2025, Webinar

 

OCCSEA: Quickfinder Update

January 21st, 2025, Live

 

Wolters Kluwer: S Corp Complience and Status Matters

January 17th, 2025, Webinar

 

CSEA San Gabriel Valley: Federal and California Update

January 15th, 2025, Webinar

 

Tax Practice Pro: New Disaster 

January 14th, 2025, Webinar

 

Wolters Kluwer: S Corp Shareholder Reasonable Compensation

January 9th, 2025, Webinar

 

CSEA Palomar: Tax Update

January 8th, 2025, Live

 

Western CPE: California Update

Dec 18th, 2024, Live

 

Tax Practice Pro: California Update

Dec 17th, 2024, Live

 

Western CPE: Federal Business Update

Dec 17th, 2024, Live

 

Western CPE: Federal Individual Update

Dec 16th, 2024, Live

 

NAEA: Individual Credits & Deductions Certificate Program Theory to Practice

Dec 6th, 2024, Webinar

 

CSEA Channel Islands: TBD

Dec 5th, 2024, Oxnard Marriott

 

NAEA: Individual Credits & Deductions Certificate Program AMT

Dec 5th, 2024, Webinar

 

NAEA: Individual Credits & Deductions Certificate Program Individual Energy Credit

Dec 5th, 2024, Webinar

 

NAEA: Individual Credits & Deductions Certificate Program Sch A, 1 & 3

Dec 2nd, 2024, Webinar

 

Western CPE: California Update

Nov 20th, 2024, Mission Bay San Diego Resort  

 

Western CPE:  Federal Business Update

Nov 19th, 2024, Mission Bay San Diego Resort

 

Western CPE:  Federal Individual Update

Nov 18th, 2024, Mission Bay San Diego Resort

 

Wolters Kluwer: Audits

Nov 14th, 2024, Webinar

 

Riverside Tax Group: Seminar

November 7th, 2024,  Live

 

CSTC Temecula Valley Chapter: TBD

Nov 6th, 2024, Richie’s Real American Diner

 

CSTC East County: Federal Tax Update

Nov 5th, 2024, Webinar

 

Wolters Kluwer: CTA

Nov 5th, 2024, Webinar

 

Tax Practice Pro: Understanding 8582

Oct 24th, 2024, Webinar

 

NAEA: Certificate Program: Trade or Business Authors

Oct 23rd, 2024, Webinar

 

NAEA: Certificate Program: Trade or Business Real Estate Professional

Oct 22nd, 2024, Webinar

 

NAEA: Certificate Program: Trade or Business Gambling Losses

Oct 21st, 2024, Webinar

 

Tax Practice Pro: Rental Depreciation

Oct 17th, 2024, Webinar

 

CSTC Santa Ana: TBD

Oct 9th, 2024, Santa Ana Elks Lodge

 

Wolters Kluwer: Fundamentals of the Business Tax Balance Sheet

Oct 9th, 2024, Webinar

 

Brass Tax Presentations: Stock Options

Sept 26th, 2024, Sacramento FourPoints

 

Brass Tax Presentations: Stock Options

Sept 25th, 2024, Oxford Suites Sonoma County

 

Brass Tax Presentations: Stock Options

Sept 24th, 2024, Hilton Concord

 

Brass Tax Presentations: Stock Options

Sept 23rd, 2024, Delta Hotels Santa Clara Silicon Valley

 

Brass Tax Presentations: Stock Options

Sept 20th, 2024, Four Points Sheraton Ventura Harbor Resort

 

Brass Tax Presentations: Stock Options

Sept 19th, 2024, Double Tree Norwalk

 

Tax Practice Pro: Advanced Rentals

Sept 19th, 2024, Webinar

 

Brass Tax Presentations: Stock Options

Sept 18th, 2024, Ontario Airport Hotel & Conference Center

 

Wolters Kluwer: Audits A-Z

Sept 18th, 2024, Webinar

 

Brass Tax Presentations: Stock Options

Sept 17th, 2024, Delta Hotel Anaheim Garden Grove

 

Wolters Kluwer: PTET Forms

Sept 11th, 2024, Webinar

 

Brass Tax Presentations: Stock Options

Sept 9th, 2024, The Handlery Hotel

 

Intuit: Business Entities 

Sept 5th, 2024, Live

 

CSTC San Gabriel Valley: Lawsuit Income

Sept 4th, 2024, Live

 

Intuit: Individual Tax Review

Sept 3rd, 2024, Live

 

CSTC Central Valley: Air BnB

August 27th, 2024, Webinar

 

Wolters Kluwer: Partnership Basis

August 26th, 2024, Webinar

 

Tax Practice Pro: S Corp Year End

August 13th, 2024, Webinar

 

NAEA: Business Dissolution

August 9th, 2024, Webinar

 

NAEA: Section 212 Expenses

August 7th, 2024, Webinar

 

Tax Practice Pro: Partnership Dissolution

August 6th, 2024, Webinar

 

Wolters Kluwer: Gig Economy

August 6th, 2024, Webinar

 

Wolters Kluwer: PTET

August 5th, 2024, Webinar

 

Tax Practice Pro: S Corp & Partnership Basis

August 1st, 2024, Webinar

 

Tax Practice Pro: Partnership Basis In & Out

August 1st, 2024, Webinar

 

Wolters Kluwer: Schedule C Audits

July 31st, 2024, Webinar

 

Wolters Kluwer: S Corp Tax Compliance Issues

July 29th, 2024, Webinar

 

CSTC: Summer Symposium

July 22nd-24th, 2024, Reno

 

Tax Practice Pro: Tax Planning for State PTET

July 18th, 2024, Webinar

 

Tax Practice Pro: Entity Selection

July 16th, 2024, Webinar

 

Wolters Kluwer: Audits

July 15th, 2024, Webinar

 

Wolters Kluwer: S- Corp Basis

July 12th, 2024

 

Tax Practice Pro: Federal Energy Credits Individual

July 11th, 2024, Webinar

 

CSTC San Gabriel Valley

July 10th, 2024, Live

 

Tax Practice Pro: Federal Energy Credits Individual

July 9th, 2024, Webinar

 

NSA: Trusts

June 25th-27th, 2024, Orlando

 

CSTC Inland Empire: Ethics

June 19th, 2024, Webinar

 

CSEA: Super Seminar 

June 10th-13th, 2024, Pheonix AZ

 

Wolters Kluwer: ERTC

May 31st, 2024, Webinar

 

CSTC Mission Valley: Ethics for Tax

May 16th, 2024, Webinar

 

National Association of Enrolled Agents: Rental Certificate Program Real Estate Code

May 15th, 2024, Webinar

 

National Association of Enrolled Agents: Rental Certificate Program Depreciation

May 14th, 2024, Webinar

 

National Association of Enrolled Agents: Rental Certificate Program Real Estate Forms

May 13th, 2024, Webinar

 

National Society of Accountants: Trusts

May 8th, 2024, Webinar

 

Western CPE: Correcting Basis

February 19th, 2024, Webinar

 

CSTC Central Valley: S Corp & Partnership Basis

February 18th, 2024, Webinar

 

National Society of Accountants: Audits

February 14th, 2024, Webinar

 

CSTC San Francisco Bay Chapter: S Corp & Partnership Basis

February 7th, 2024, S Corp & Partnership Basis, Webinar

 

Western CPE: California and Federal Tax Update

January 25th-26th, 2024, Double Tree Hotel Circle San Diego

 

CSEA Palomar: Tax Update

January 24th, 2024, Webinar

 

Western CPE: California and Federal Tax Update

January 18th-19th, 2024, San Francisco Convention Center

 

CSEA San Gabriel Valley: Tax Update

January 17th, 2024, Webinar

 

CSEA Orange County: Quickfinder

January 16th, 2024, Elks Lodge Santa Ana

 

Western CPE: California and Federal Tax Update

January 11th-12th, 2024, Four Points by Sheraton Sacramento