California Chapter Education
Fraud Prevention Strategies (Webinar)
This presentation offers an overview of fraud prevention strategies, focusing on the important role employers play in maintaining state payroll tax compliance.
Read More
From this presentation participants will gain an understanding of fraud, including its definition, with a specific emphasis on tax fraud. The session begins with an overview of the EDD's role and mission, providing context for its efforts to combat fraud. The presentation highlights EDD's proactive measures, initiatives, and strategies to detect, prevent, and deter fraudulent activities. Furthermore, participants will learn steps employers can take to assist the EDD in combating and preventing fraud within their organizations. By the end of the presentation, attendees will be equipped with the knowledge and tools necessary to actively contribute to fraud prevention efforts while promoting state payroll tax compliance.
Presented by Shanna Templeton.
Register Now!
Date & Time:
May 15, 2024
10:00 a.m. - 12:00 p.m. PT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Early | Standard |
---|
Member | $39 | $69 |
Non-Member | $59 | $89 | |
Early pricing available until April 18, 2024.
Cancellation Policy:
Cancellations must be submitted to NATP by May 10, 2024.
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.
State Credits | Field of Study | |
---|
2 | CTEC | |
What to Expect in an Audit (Webinar)
What to Expect in an Audit Webinar: Give yourself piece of mind should you be selected for audit.
Read More
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 Christopher Rice.
Register Now!
Date & Time:
June 19, 2024
10:00 a.m. - 12:00 p.m. PT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Early | Standard |
---|
Member | $39 | $69 |
Non-Member | $59 | $89 | |
Early pricing available until May 24, 2024.
Cancellation Policy:
Cancellations must be submitted to NATP by June 3, 2024.
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.
State Credits | Field of Study | |
---|
2 | CTEC | |
Annual State Conference 2024
This event will offer the following education:
- Update and chat with the IRS Liaison Office:
Read More
Update and chat about IRS initiatives and practices. Presented by Derek Ganter Sr & team.
- Navigating CA tax for Non-CA Residents:
Read More
Discuss when Non-CA Taxpayers need to file CA Tax Returns. Presented by Larry Pon, CPA, EA, USTCP.
- California Update:
Read More
Tax updates from most recent legislative session and most recent OTA cases. Presented by Larry Pon, CPA, EA, USTCP.
- Individual Tax Updates:
Read More
Federal Tax Update for individual tax filers in form 1040. Presented by Ryan Reichert, EA, CFP.
- Business Tax Updates:
Read More
Tax updates for business tax filers. Federal Tax issues for businesses filing returns in forms 1065, 1120 and 1120-S, for filing 2023 tax returns and in planning for 2024 tax year and beyond. New rules are to be noted for Retirement Plans offered, energy efficient renovations and more as well as about ERC credits and the BOI. Presented by Ryan Reichert, EA, CFP.
- CA Conformity and Nonconformity:
Read More
Discuss the latest CA conformity with the federal tax laws or lack thereof. Presented by Shannon Hall, EA.
- Ethics-Circular 230:
Read More
Discuss ethics rules. Professional conduct and ethical behavior are the components that form the foundation upon which our credibility with the general public is built. Without this foundation, there is no profession. You are mandatorily required to act following the requirements that define professional conduct and ethical behavior so we will discuss Circular 230 regulations, compliance, fees and penalties and punishments for non compliance. Presented by Shannon Hall, EA.
Register Now!
Date & Time:
August 19-20, 2024
Attendee Check-In Aug. 19: 7:30 a.m. PT
Attendee Check-In Aug. 20: 8:00 a.m. PT
Education on both days: 8:00 a.m. - 5:20 p.m. PT
Annual Meeting on Aug. 19: 1:15 p.m. - 1:30 p.m. PT
Location:
Courtyard by Marriott Liberty Station
2592 Laning Road
San Diego, CA 92106
833-487-0629
Fees:
| Early | Standard | |
---|
Member | $309 | $399 | |
Non-Member | $399 | $489 | |
Early pricing ends June 30, 2024.
Registration includes lunch, snacks & coffee on both days.
Registration includes print materials.
Cancellation Policy:
Cancellations must be submitted to NATP by August 2, 2024, and are subject to a $75 fee.
Credits/Hours | Field of Study | | |
---|
|
6 | State Tax Topic/Update/CTEC | | |
8 | Federal Tax Law Topic | | |
2 | Ethics | | |
|
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.
Understanding California Residency (Webinar)
Please join us for an overview of California Residency and its implications from a personal income tax perspective.
Read More
We will cover the primary factors the Office of Tax Appeals (OTA) considers when determining residency and other recent citable decisions. Other issues we will touch on that impact nonresidents are California income sourcing laws, community property, and other state tax credit.
Presented by Anna Cowperthwaite.
Register Now!
Date & Time:
October 16, 2024
10:00 a.m. - 12:00 a.m. PT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Early | Standard |
---|
Member | $39 | $69 |
Non-Member | $59 | $89 | |
Early pricing available until September 13, 2024.
Cancellation Policy:
Cancellations must be submitted to NATP by October 8, 2024.
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.
State Credits | Field of Study | |
---|
2 | CTEC
| |
Previous Events
CA Tax Updates
| Jan. 2024 | Webinar
|
CA Residency/Non-Residency - How do I know?
| Nov. 2023 | Webinar
|
California Annual State Conference
| Sept. 2023 | Seaside
|
Forms of Ownership
| Aug. 2023 | Webinar
|
Meet & Greet California
| July 2023 | San Antonio, TX
|
EDD: Hot Topics
| Jan. - April 2023 | On Demand Webinar |
EDD: Hot Topics Webinar | Jan. 2023 | Webinar |
CA PTET SALT Workaround Webinar | Nov. 2022 | Webinar |
CA Annual State Conference | Sept. 2022 | Sacramento |
Emerging Topics in State Payroll Taxes | June 2022 | Webinar |
California Tax Updates | June 2022 | Webinar |
Common Mistakes CDTFA Notices in Audits | May 2022 | Webinar |
California Tax Update in English | Jan. 2022 | Webinar |
California Tax Update in Spanish | Jan. 2022 | Webinar |
CA Probates PPP and ERC Issues in California | Nov. 2021 | San Jose and as a Webinar |
CA Property Taxes: How They Work and Post-Prop 19 Strategies | Sept. 2021 | San Jose and as a Webinar |
What is New at EDD | Aug. 2021 | Webinar |
Avoiding Sales and Use Tax Common Mistakes | June 2021 | Webinar |
Franchise Tax Board California Tax Updates | June 2021 | Webinar |
CA Prop 19 In A Nutshell | Jan. 2021 | Webinar |
CA Annual Meeting and Zoom Training | Oct. 2020 | Webinar |
CA EDD Payroll Tax Updates | Oct. 2020 | Webinar |
CA Best Practices: Compliance and Documentation | Oct. 2020 | Webinar |
CA Tax Update by FTB webinar | Oct. 2020 | Webinar |
California Compliance webinar | Sept. 2020 | Webinar |
California/Nevada Joint Event | Nov. 2019 | Las Vegas |
Annual Meeting & Conference | Oct. 2019 | San Diego |
Data Breach and Aftermath Webinar | Aug. 2019 | Webinar |
Increase Accounting Revenue with Business Formation & Compliance Services Webinar | Jan. 2019 | Webinar |
EA Exam Review | Jan. 2019 | San Diego |
EA Exam Review | Dec. 2018 | Stockton & Riverside |
Annual Conference | Sept. 2018 | Sacramento |