Year-end tax planning strategies
Spidell's California Minute
This week we’re covering important end-of-year tax-saving opportunities that your clients won’t want to miss out on.
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California conformity, or lack thereof, just got a lot more complicated
Spidell's California Minute
This week we’re looking at various provisions that California now does or does not conform to following the passage of SB 711.
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Reduce tax caused by California’s SDI wage base elimination
Spidell's California Minute
This week we’re covering ways to reduce tax caused by the elimination of California’s SDI wage base.
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California now conforms to TCJA alimony rules
Spidell's California Minute
This week we’re covering California’s recent conformity to TCJA alimony provisions, and which taxpayers are affected.
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Understand California’s new retirement contribution deduction conformity
Spidell's California Minute
This week we’re covering new California conformity to retirement contribution deductions, following the passage of California’s conformity bill SB 711.
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New California CPA and CTEC licensing and registration requirements
Spidell's California Minute
This week we’re covering some changes to the California requirements to obtain a new CPA license and new exemptions from CTEC registration.
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Medi-Cal asset test reinstated starting in 2026
Spidell's California Minute
This week, we’re covering the Medi-Cal asset test, which was phased out in 2024 but will be reinstated starting in 2026.
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October 15 filing and payment postponement traps to watch out for
Spidell's California Minute
This week we’re covering filing tips for taxpayers whose wildfire postponed filing deadline is approaching on October 15.
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California changes rules for how service professionals, including tax professionals, are taxed
Spidell's California Minute
This week, we’re covering changes to how certain multistate service providers, including tax professionals, apportion income to California.
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California’s wildfire settlement exclusion expanded
Spidell's California Minute
This week we’re covering an expanded income exclusion for certain taxpayers who received settlements to cover wildfire-related expenses.
info_outlineThis week we’re covering what to do in an FTB residency audit.