Webinars
Generative AI 101 - Tax Relevance
Links
- Registration
- Presentation Materials
Description
This webinar will define generative artificial intelligence (AI) and the basics of how it works. How generative AI can be used in tax work will be covered along with ethical considerations, responsible use, and how to get employees up to speed on how it should and should not be used. You'll also hear how it is incorporated into the SJSU MST curriculum by our presenter. There will be time for a Q&A session with our Tax-Data Analytics-AI expert presenter.
Date/Time
Friday, May 31, 2024 from 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. Per IRS guidelines for continuing education, the May 31, 2024 webinar cannot count for credit with the IRS.
Presenter
Steven Pocoroba, MST - Director of Tax Reporting & Strategy at PwC, and Adjunct Faculty in the SJSU MST Program
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
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
Section 1031 Like Kind Exchanges
Links
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
- Zachary Nolan, Tax Associate - Greenberg Glusker LLP; adjunct faculty - SJSU MST Program
- Skip Kessler, Partner - Greenberg Glusker, LLP
- Michael Wiener, Partner - Greenberg Glusker, LLP
Sponsor
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
Prop. 19 — What it Means for You and Your Clients
Links
Description
- Expansions of the ability transfer factored base year values on personal residences for those 55 and over, disabled or victims of a qualified disaster
- Substantial changes to the parent/child and grandparent/grandchild exclusions, including limitations to primary residences of transferees and certain family farms
- 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.
