California State & Local Tax Update Webinar | CPE Online

Beat the deadline rush! Save 20% on webinars, self-study, virtual conferences, & subscriptions.  Use code NOVGROW20 at checkout.

California State & Local Tax Update Webinar

share icon
Link Copied!

Available Formats:

Live Webinar

$59

CPE Credits: 1 Hour
Overview

California’s tax environment continues to evolve independently from federal law, creating complexity for taxpayers and practitioners navigating compliance and planning. Differences in federal conformity, ongoing developments in pass-through entity taxation, and increased scrutiny from the Franchise Tax Board (FTB) are driving new challenges across income, payroll, and sales tax areas. In this course, you’ll gain clarity on:

  • How California’s approach to federal conformity and recent legislation affects tax planning and compliance
  • Key areas of risk and complexity across payroll, sales tax, and state income tax
  • Practical considerations for adapting to evolving rules and potential law changes
     

Featuring:
• Mary Jo Dolson, Managing Director at CBIZ (30+ years' experience, specializing in all areas of state and local taxation)

 

This course qualifies for IRS Continuing Education Credit.

Objective

To provide CPAs and other tax and finance professionals with a practical update on California state and local tax developments, enabling them to understand recent changes, assess their impact, and apply effective compliance and planning strategies.

Emphasis
  • Internal Revenue conformity in California
  • The impact of OBBBA
  • Pass-through Entity Tax (PTET) collection
  • Current issues related to:
    – Payroll
    – Sales tax
    – State income tax
  • Potential law changes
    – Billionaire tax
    – Mandatory worldwide reporting
Speakers

Mary Jo Dolson, Managing Director at CBIZ (30+ years' experience, specializing in all areas of state and local taxation)

 

View Dates
Date Time Subscriptions Register
Fri, Nov 13, 2026 Code WT191KCPR01126 2:00 PM – 3:00 PM ET Register
Mon, Nov 30, 2026 Code WT191KCPR03026 10:00 AM – 11:00 AM PT Register
Tue, Dec 8, 2026 Code WT191LCPR01026 10:00 AM – 11:00 AM ET Register
Thu, Dec 17, 2026 Code WT191LCPR01126 9:00 AM – 10:00 AM ET Register
Wed, Dec 30, 2026 Code WT191LCPR03026 1:00 PM – 2:00 PM PT Register
Fri, Jan 1, 2027 Code WT191ACPR03027 2:00 PM – 3:00 PM PT Register
Fri, Jan 15, 2027 Code WT191ACPR03127 10:00 AM – 11:00 AM PT Register
Wed, Jan 27, 2027 Code WT191ACPR03227 1:00 PM – 2:00 PM PT Register
Wed, Feb 3, 2027 Code WT191BCPR03027 9:00 AM – 10:00 AM PT Register
Thu, Feb 18, 2027 Code WT191BCPR03127 9:00 AM – 10:00 AM PT Register
Fri, Feb 26, 2027 Code WT191BCPR03227 8:00 PM – 9:00 PM PT Register

Available Formats:

Live Webinar

$59

CPE Credits: 1 Hour

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Intermediate
CPE Credits
1 Hour
NASBA Field of Study
Taxes
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

California State & Local Tax Update Self Study Webinar

share icon
Link Copied!

Available Formats:

Self-Study

$59

CPE Credits: 1.5 Hours
Overview

California’s tax environment continues to evolve independently from federal law, creating complexity for taxpayers and practitioners navigating compliance and planning. Differences in federal conformity, ongoing developments in pass-through entity taxation, and increased scrutiny from the Franchise Tax Board (FTB) are driving new challenges across income, payroll, and sales tax areas. In this self-study webinar, you’ll gain clarity on:

  • How California’s approach to federal conformity and recent legislation affects tax planning and compliance
  • Key areas of risk and complexity across payroll, sales tax, and state income tax
  • Practical considerations for adapting to evolving rules and potential law changes
     

Featuring:
• Mary Jo Dolson, Managing Director at CBIZ (30+ years' experience, specializing in all areas of state and local taxation)

Objective

To provide CPAs and other tax and finance professionals with a practical update on California state and local tax developments, enabling them to understand recent changes, assess their impact, and apply effective compliance and planning strategies.

 

DETAILED LEARNING OBJECTIVES

• Understand the difference between rolling and static conformity and how each impacts state taxation

• Identify risks and timing issues associated with state decoupling from federal tax law

• Recognize key federal provisions that commonly require state-level adjustments

• Evaluate the impact of nonconformity on interest expense and R&D deductions

• Understand how depreciation and Section 179 differences affect state tax calculations

• Identify compliance risks related to California payroll and worker classification rules

• Recognize key California state tax issues including sourcing and reporting requirements

• Analyze how state tax law changes and conformity differences impact planning and compliance

Emphasis
  • Internal Revenue conformity in California
  • The impact of OBBBA
  • Pass-through Entity Tax (PTET) collection
  • Current issues related to:
    – Payroll
    – Sales tax
    – State income tax
  • Potential law changes
    – Billionaire tax
    – Mandatory worldwide reporting
Speakers

Mary Jo Dolson, Managing Director at CBIZ (30+ years' experience, specializing in all areas of state and local taxation)

Available Formats:

Self-Study

$59

CPE Credits: 1.5 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Intermediate
CPE Credits
1.5 Hours
NASBA Field of Study
Taxes
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Upcoming dates

  • Live Webinar: Fri, Nov 13, 2026, 2:00 PM – 3:00 PM EST – $59 (session code WT191KCPR01126)
  • Live Webinar: Mon, Nov 30, 2026, 7:00 AM – 8:00 AM PST – $59 (session code WT191KCPR03026)
  • Live Webinar: Tue, Dec 8, 2026, 10:00 AM – 11:00 AM EST – $59 (session code WT191LCPR01026)
  • Live Webinar: Thu, Dec 17, 2026, 9:00 AM – 10:00 AM EST – $59 (session code WT191LCPR01126)
  • Live Webinar: Wed, Dec 30, 2026, 10:00 AM – 11:00 AM PST – $59 (session code WT191LCPR03026)
  • Live Webinar: Fri, Jan 1, 2027, 11:00 AM – 12:00 PM PST – $59 (session code WT191ACPR03027)
  • Live Webinar: Fri, Jan 15, 2027, 7:00 AM – 8:00 AM PST – $59 (session code WT191ACPR03127)
  • Live Webinar: Wed, Jan 27, 2027, 10:00 AM – 11:00 AM PST – $59 (session code WT191ACPR03227)
  • Live Webinar: Wed, Feb 3, 2027, 6:00 AM – 7:00 AM PST – $59 (session code WT191BCPR03027)
  • Live Webinar: Thu, Feb 18, 2027, 6:00 AM – 7:00 AM PST – $59 (session code WT191BCPR03127)
  • Live Webinar: Fri, Feb 26, 2027, 5:00 PM – 6:00 PM PST – $59 (session code WT191BCPR03227)