Stay sharp, stay compliant, and stay ahead of the changes. This California Tax Education Council (CTEC)-approved 5-hour course is tailored for California Registered Tax Preparers (CRTPs) who need to meet the annual continuing education requirement and stay informed about critical state-specific tax issues.
Led by Enrolled Agent Jason Dinesen, this comprehensive 100% video-based course covers everything from residency rules and filing requirements to California’s nuanced treatment of deductions, credits, and conformity with federal tax law. You'll also dive into updates for 2025, including the NOL suspension, 529 plan rollovers, real estate withholding (Form 593), and credits such as the EITC and the Young Child Tax Credit.
This course is CTEC-approved and designed to provide practical, real-world tax knowledge you can apply immediately. With on-demand video lessons, you can learn at your own pace—on your schedule—without sacrificing quality or relevance.
Learning Objectives
After completing this course, participants will be able to:
- Identify key differences between federal and California tax law due to partial conformity.
- Determine a taxpayer’s residency status and apply relevant rules for residents, nonresidents, and part-year residents.
- Apply current California rules for credits, including EITC, YCTC, and adoption credits.
- Understand state-level treatment of items such as moving expenses, pensions, alimony, and cannabis-related deductions.
- Navigate updates affecting 2025 returns, including net operating loss suspension and changes to 529 plan rollovers.
