Webinars

Federal Energy Credits for Individuals

Links

Description

The Inflation Reduction Act of 2022 revised and expanded residential energy and clean vehicle credits for individuals. These provisions will be in the law for 10 years so it is important to have a strong foundation of how they work and how they fit into individual tax planning and efforts to reduce one's carbon footprint.

Time

Friday, October 27, 2023 - 12:30 PM - 1:30 PM (Pacific Time)

Cost

Free; you must register in advance to attend.

Continuing Education

California CPAs and attorneys can earn one hour of CE or MCLE by answering the polling questions during the presentation. Attorneys must provide their California Bar number when they register. Credit from the IRS is also available for Enrolled Agents who provide their PTIN when they register.

Presenter

Professor Annette Nellen - SJSU MST Program

Sponsor

SJSU MST Program


A Review of Common IRS Penalties

Links

Description

We'll review some common IRS penalties, how and when the IRS assesses them, and what you can do to avoid or abate the penalties.  Topics covered will include automatic penalties for "failure to-", accuracy-related penalties, practitioner penalties, reasonable cause relief, and first time abatement.

Time

Friday, February 17, 2023 - 12:00 PM - 1:00 PM (Pacific Time)

Cost

Free; you must register in advance to attend.

Continuing Education

California CPAs and attorneys can earn one hour of CE or MCLE by answering the polling questions during the presentation. Attorneys must provide their California Bar number when they register. Credit from the IRS is also available for Enrolled Agents who provide their PTIN when they register.

Presenter

Kimberley Peterson, Tax Director – Armanino LLP; adjunct faculty - SJSU MST Program

Sponsor

SJSU MST Program


Section 1031 Like Kind Exchanges

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Description

Our continuing webinar program for MST students and alums and friends of our program offers this 1-hour program on Section 1031 like kind exchanges including common structure for the exchange, avoiding the traps for the unwary, planning considerations and noteworthy 1031 transactions. 

Time

Friday, November 18, 2022 - 12:00 PM (Pacific Time)

Cost

Free; you must register in advance to attend.

Continuing Education

California CPAs and attorneys can earn one hour of CE or MCLE by answering the polling questions during the presentation. Attorneys must provide their California Bar number when they register. Credit from the IRS is also available for Enrolled Agents who provide their PTIN when they register.

Presenters

Sponsor

SJSU MST Program


Foreign Tax Credits - Update

Links

Description

This webinar summarizes the foreign tax credit final regulations issued by the Service on December 28, 2021. These regulations addressed a wide range of topics, including the definition of a foreign income tax, the disallowance of a credit or deduction for certain foreign income taxes, the allocation and apportionment of foreign income taxes, when foreign income taxes accrue, and related rules under the Internal Revenue Code.

Time

February 4, 2022 - 12:00 PM (Pacific Time)

Cost

Free; you must register in advance to attend.

Continuing Education

California CPAs and attorneys can earn one hour of CE or MCLE by answering the polling questions during the presentation. Attorneys must provide their California Bar number when they register. Credit from the IRS is also available for Enrolled Agents who provide their PTIN when they register.

Presenter

Professor Caroline Chen, San Jose State University

Presenter Bio

Caroline Chen teaches in the San José State University graduate and undergraduate accounting programs, and in the graduate taxation program. Prior to SJSU, she taught Corporate and Individual Income Tax, International Tax, and Tax Practice & Procedure, and was the Director of the Low-Income Tax Clinic at Santa Clara Law School, where she supervised students providing pro bono services and representation before the IRS for low-income taxpayers.

Before creating the Tax Clinic, Caroline was a senior attorney at the Office of Chief Counsel of the Internal Revenue Service in San Jose for 13 years, primarily with the Large Business & International Division, specializing in international corporate tax. She has also been an adjunct professor at Golden Gate University, where she taught Federal Tax Practice and Procedure, and worked at Ernst & Young as a tax consultant before joining the IRS.

Sponsor

SJSU MST Program


Prop. 19 — What it Means for You and Your Clients

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Description

  1. Expansions of the ability transfer factored base year values on personal residences for those 55 and over, disabled or victims of a qualified disaster
  2. Substantial changes to the parent/child and grandparent/grandchild exclusions, including limitations to primary residences of transferees and certain family farms
  3. Legislative and BOE guidance updates

Time

Jun 4, 2021 — 12:00 PM (Pacific Time)

Cost

Free; you must register in advance to attend.

Continuing Education

California CPAs and attorneys can earn one hour of CE or MCLE by answering the polling questions during the presentation. Attorneys must provide their California Bar number when they register.

Presenter

Professor Joel Busch, San José State University

Presenter Bio

Joel Busch, CPA, Esq. is an Associate Professor at San José State University where he teaches tax courses at the graduate and undergraduate levels. Prior to arriving at SJSU, Joel had over a decade of experience dealing with all facets of property taxation - from compliance, audits, and planning - including working with the California Assessors' Association and the California State Board of Equalization in property tax legislative reforms. He is an affiliate member of the Society of Auditor-Appraisers as well as a member of the Institute for Professionals in Taxation.

Sponsor

SJSU MST Program