​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​California Chapter Education

California Chapter 2025 Annual Conference

The CA chapter of NATP welcomes you to our annual live/in-person tax conference event. This year we are pleased that San Jose is hosting us. You will find the Holiday Inn clean, comfortable, and close to the airport. This event will offer the following education:

• 2025 New Federal Tax Legislation Update: Individuals & Business
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  This course reviews any new federal tax law changes which impact 2025 tax law plus any retroactive changes, if applicable, perhaps 100% Bonus Depreciation or R & D expensing, etc. We'll also cover the latest information on extending TCJA provisions and any pending changes we may expect later this year. Presented by Jane Ryder, CPA, EA.
• What to Expect During an Audit
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  Give yourself peace of mind should you be selected for audit. Learn what to expect from your first notification letter through the exit conference. Avoid common errors and hear what records to keep. Discover what might have generated the audit, what an auditor looks for, and what are their forms of analysis. You can even self-assess with our Managed Audit Program. Presented by Yen Do, senior tax auditor at CDTFA.
• California Business Non-Conformity
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  This course reviews California federal tax non-conformity related to business income and expenses, depreciation, and compliance matters for employers, businesses, rental and commercial real estate, and business entities. Presented by Jane Ryder, CPA, EA.
• Ethical Issues in the Modern Tax Practice
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  Today's tax practice faces different ethical issues than those faced by firms previously. This course will review the intersection of Circular 230 ethical requirements with current trends in remote work, technology, artificial intelligence, and value pricing. Learning Objectives: Describe how Circular 230 rules relate to artificial intelligence. Describe how Circular 230 rules relate to technology. Describe how Circular 230 rules relate to remote work. Describe how Circular 230 rules relate to value pricing strategies. Presented by Thomas Gorczynski.
• Interesting Lives, Interesting Tax Situations
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  In today's world, people earn their livings in ways that didn't exist even 10 years ago. Social influencers, bloggers, cryptocurrency investors, van-lifers, professional gamers, Uber and Lyft drivers, E-Bay and Pinterest sellers, game show contestants, reality TV cast members, gig workers, part-time landlords, remote workers... Determining how old tax laws impact these new occupations is like trying to fit a square peg into a round hole... In this course, we are going to cover many of these new situations to show where the law lines up and where we may need to exercise professional judgment. Presented by Ryan Reichert.
• California Adjustments (with updates)
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  Keeping up with all the items of nonconformity on the CA return can be daunting, especially since the federal laws keep changing and CA keeps on staying the same (mostly). In this class we will take a look at key areas of nonconformity and the Schedule CA adjustments needed to properly report these items on the California return. Learning Objectives: Identify nonconformity items that require Schedule CA adjustments. Recognize the proper reporting of these items on the Schedule CA. Discuss the latest updates to CA law and the impact on CA adjustments. Presented by Shannon Hall.
• Statutes of Limitations
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  The Internal Revenue Code imposes time limits on the IRS and taxpayers to take certain tax-related actions. This course will review in depth the main statutes of limitations—assessment, collection, and refund—and use examples frequently encountered in practice to demonstrate key statute of limitations principles. Learning Objectives: Describe the assessment statute of limitations and exceptions to the general rule. Describe the collection statute of limitations and exceptions to the general rule. Describe the refund statute of limitations and exceptions to the general rule. Understand how the statute of limitations can resolve a tax controversy. Presented by Thomas Gorczynski.
• Tax Implications of Family Drama
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  Family drama and nontraditional households lead to countless compliance questions when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this seminar, we will address: advanced tax strategies for unmarried parents; registered domestic partners; community property income splitting; tips and tricks for dependents. Presented by Ryan Reichert.
• California Individual Tax Credits
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  ​Are you making the most of the credits available to CA taxpayers? We'll review tax credits available to 540 filers, exploring the eligibility requirements and unique situations that can arise when claiming certain benefits, and looking at the forms required to properly calculate credits. Learning Objectives: Identity credits for CA individual taxpayers. Understand requirements to claim various credits, as well as ways that credits impact one another. Review unique rules for claiming credits and certain other benefits. Presented by Ryan Reichert.
• Lunch & Learn on Aug. 18
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  Derek Ganter Sr. (Director of Stakeholder Liaison) will cover updates on IRS and Communications and Liaison (C&L).
• Lunch & Learn on Aug. 19
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  Kenji Chavez (Senior Stakeholder Liaison, C&L) will address data breach issues.

Date & Time:

Location:

Fees:

Early pricing ends June 30, 2025.
Registration includes lunch on both days. Please note that while all are welcome, guests of attendees must purchase a guest meal for a $25 fee. Contact us with any special need requests, including food allergies, before August 1, 2025. While we can't promise anything, we will do our best to accommodate all.

Electronic materials are also included and will be provided as a PDF download link or USB.

Cancellation Policy:

Cancellations must be submitted to NATP by August 15, 2025, and are subject to a $75 fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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