Get a top-tier seminar from two of the most trusted names in tax!
Spidell has partnered with Gear Up to bring you the quality 2-day live tax update seminar you need to be ready for tax season. Join us in Anaheim for both days and ensure you’ll have all of the information to tackle even the toughest client returns.
Day 1 Learning Objectives
- Understand the One Big, Beautiful Bill Act’s (OBBBA) many tax provisions, including immediate planning opportunities
- Get details on transition relief provisions issued by the IRS for OBBBA provisions going into effect in 2025, including no tax on tips, or overtime, and the special deduction for car loan interest
- Discuss the new SALT deduction and how to leverage it to benefit your clients
- Dig into expanded disaster relief available for clients living in many different parts of the country
- Help your clients benefit from the new IRC §199A deduction phaseout calculation
- Learn how to avoid the new AGI floor on charitable contribution deductions
- Plan ahead for new IRA-like Trump accounts for children (that don’t have an earned income requirement)
- Discuss which energy credits are repealed, and when
- Understand the new research expense deductions rules and two new elections that help clients claim retroactive benefits
- Help clients benefit from the new, permanent 100% bonus depreciation rules and understand new qualifying classes of property
- Get ready for eased 1099 reporting rules and update your understanding of the information return preparation rules
- Learn why the “permanent” higher estate and gift tax unified exclusion shouldn’t be the end of estate tax returns for most clients
- Be prepared for the SECURE 2.0 changes going into effect in 2025 and 2026
- Discover effective strategies for dealing with the IRS amidst ongoing personnel and program reductions
- See what California did, and did not, conform to in the new conformity bill
- Learn about which multistate businesses will be paying more (or less) California taxes as a result of California’s change to its sourcing rules
- Master the various federal and California income and property tax relief provisions available to Los Angeles wildfire victims
- Learn about California’s extended passthrough entity elective tax provisions, and the reduced June 15th payment requirements
Day 2 Learning Objectives
- Understand how the Social Security Benefit is calculated; identify ways to increase benefits; list the advantages or disadvantages of retiring early versus waiting until their full-retirement age
- Understand how to allocate proceeds, what tax-deferral techniques are available, and how much after-tax cash will be generated
- Identify the various methods used by criminals to scam taxpayers; implement a program to prevent theft of client data; and determine how to be safe on the internet, how to recognize phishing scams and to guard against phishing emails
- Describe how to help clients transition smoothly to electronic payment and communication methods
| Both seminar dates held at Hilton Anaheim. |
| Two easy ways to order: Order online or call us at (800) 277-2257! |
*Discount valid through November 14, 2025.
Customer service representatives available Monday — Friday 7:00 a.m. — 5:00 p.m. PT.
Cancellation Policy
Our cancellation policy has changed. No refunds will be allowed within 7 business days of the seminar. However, you are always welcome to change to the self-study version.
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA | Up to 16 Taxes |
| EA** | Up to 14 Federal Tax Update |
| CRTP (CTEC) | Up to 14 Federal Tax Update and 2 CA Tax |
| Attorney | Up to 13.25 General MCLE/Tax Specialization |
| CFP® professional*** | Up to 16 Hours |
Course level: Update
General tax preparation knowledge is required.
**EAs will receive free 2 hour federal tax course
***CFP® professionals will only receive credit for the live seminar version of this course.
This seminar includes:
- Top-rated speakers
- A 450+ page printed, profit-generating manual
- An updated PDF manual sent in early February
- Extensive update of California issues integrated with federal information
- Personal and professional staff that cater to your needs
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.
This Seminar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This Seminar is designed to meet the requirements for up to 16 Hour(s) of continuing education for the California Board of Accountancy. Level: Update. Field of Study: Taxes. Delivery method: Group Live. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General tax preparation knowledge is required.
