Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Sharon Kreider and Karen Brosi. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it extremely convenient.
Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high-energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable.
HIGHLIGHTS:
New York State:
Updates:
Karen Brosi, EA, CFP
EA, CFP
karen@brositax.com
(650) 327-2765
Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.
KREIDERCPA
CPA
sharon@kreidercpa.com
(408) 245-2191
Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.
Hodgson Russ LLP
Chairman
mklein@hodgsonruss.com
(646) 218-7514
Mr. Klein, Chairman of the Firm, concentrates on New York State and New York City tax matters. He has over 35 years of experience with federal, multistate, state, and local taxation. He is the chair of the State and Local Taxation Section of the ACE Accounting Society. Mark is the editor of New York Tax Highlights, contributing editor of CCH’s Guidebook to New York Taxes, and co-author of CCH’s New York Residency and Allocation Audit Handbook, CCH’s New York Sales and Use Tax Answer Book, and NYSBA’s Contesting New York Tax Assessments. He has been quoted by the Wall Street Journal, New York Times, Associated Press, Miami Herald, and CNBC, and recently appeared on CNN for a live interview on changing your residency. Mark has been admitted in New York (1983), Florida (1983), New Jersey (2019), and before the U.S. Supreme Court.
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