California Update

Program Overview

February 21, 2023 | 5:00 pm - 7:30 pm, Pacific |In person

Hosted by Orange County Chapter


California Update!
One thing is for sure, you can never get bored as a tax preparer!  With new laws coming from all directions all through the year (and sometimes in the middle of tax season) it can feel like a game of whack-a-mole trying to keep up with them all!  We'll run down the biggest changes impacting California taxes and review new legislation, including PTET, NEW CA penalty abatement, what IS happening with that student loan forgiveness, and a whole lot more!

  Learning Objectives

1) Understand CA impact of legislation from the last several years.
2) Review residency rules and discuss impact of remote work on state tax filings.
3) Discuss new and proposed legislation for CA returns.

Learning Level    Basic

Prerequisites & Advance Preparation

Speaker   Shannon Hall, EA

Continuing Education

CTEC:  2 hours California Taxes   |   CA Bar:  1.75 hours Taxation Law | CPA CA: 2 hours Taxes


Member: $55.00 | Non-Member: $65.00 until Monday, February 20th
Member: $65.00 | Non-Member: $85.00 Day of the Event

In-Person Details

Santa Ana Elks Lodge
1751 S Elk Lane
Santa Ana, CA 92705
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Menu options include:

  • Black Angus Rib Eye Steak cooked medium rare with butter and parsley potatoes and vegetables
  • Grilled Salmon stuffed with crab and shrimp meats, butter and parsley potatoes and vegetables
  • Chicken Piccata with couscous and vegetables
  • Gluten Free – a grilled black bean and corn “patty” grilled veggies balsamic drizzle

Cancellation/Refund Policies

Please contact the host Chapter at for refund/cancellation policies related to this event.

2/21/2023 5:00 PM - 7:30 PM
Santa Ana Elks Lodge 1751 S Elk Ln 92705