California State & Local Tax Update Self Study Webinar
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)
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