Navigating California Tax Obligations for Non-California Tax Preparers 2 Credits
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Enhance your expertise in the ever-evolving field of taxation and maintain your competitive edge in the financial industry with our exclusive CPE course, guided by distinguished tax expert Larry Pon. This online webinar, divided into five segments, explores intricate tax regulations and procedures, ensuring you remain up-to-date with the latest guidelines.
Our CE Tax Course focuses on taxation for both California residents and non-residents, covering various aspects, including equity-based compensation. Gain a profound understanding of tax requirements for individuals, businesses, and trusts, empowering you to confidently navigate complex tax scenarios. Delve into mandatory e-payment regulations and penalties, keeping you fully informed and updated on recent legal cases to provide top-tier advice to your clients.
Larry Pon, a seasoned tax professional, sheds light on crucial topics, such as the tax implications of equity-based compensation. Learn to differentiate between qualifying and disqualifying dispositions and comprehend the tax consequences of each. Our course equips you to handle taxation for both California residents and non-residents, supported by practical examples to solidify your knowledge.
Major topics:
Enroll in this CE Tax course to excel in navigating the dynamic tax landscape, offering invaluable guidance to your clients, and enhancing your professional proficiency. Stay updated with the latest tax reforms and make your mark in the finance industry with Larry Pon's expert insights.
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Credits
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Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JE
Qualified instructor, presented material well, good handout, covered appropriate topics. As a non-CA tax preparer, it's good to know what CA tax obligations there may be, even if not reported on W-2 or 1099 (or reported incorrectly).
I really liked the CPE course because it covered some awesome tax scenarios to think about when working with taxpayers with ties to California.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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