Spidell's California Minute cover art

All Episodes

Spidell's California Minute — 116 episodes

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Title
1

More changes to the Medi-Cal asset limit

2

Understanding base-year value transfers for taxpayers over age 55

3

Make sure your clients don't lose out on withheld amounts

4

California launches new EV rebate program

5

Propositions on the November ballot

6

FTB clarifies when a discretionary trust beneficiary becomes noncontingent

7

Final California budget deal contains numerous tax changes

8

Walking the P.L. 86-272 tightrope

9

Which FTB notices request taxpayer identity information?

10

California's one-time penalty abatement program

11

Will California be the next state to tax electronic digital products and services?

12

Passthrough entity tax elections and superseding returns

13

Governor includes tax changes in revised budget proposal

14

File a protective claim to avoid losing out on a refund

15

The consequences of failing to file California's like-kind exchange form

16

FTB's refund intercept programs

17

Passthrough entity tax: new laws, new year, new considerations

18

California conformity to federal alimony treatment

19

California treatment of Trump accounts and contributions

20

Tips for filing LLC returns

21

Options for entities that never formally dissolved

22

California nonconformity to business meals deductibility

23

How to become a California nonresident

24

Do California's economic nexus thresholds mean anything?

25

CalSavers: Household employers, employee owners, and more

26

Top 10 "must know" tips for filing 2025 Form 540

27

Remember California no longer requires entities to dissolve by December 31

28

Year-end tax planning strategies

29

California conformity, or lack thereof, just got a lot more complicated

30

Reduce tax caused by California's SDI wage base elimination

31

California now conforms to TCJA alimony rules

32

Understand California's new retirement contribution deduction conformity

33

New California CPA and CTEC licensing and registration requirements

34

Medi-Cal asset test reinstated starting in 2026

35

October 15 filing and payment postponement traps to watch out for

36

California changes rules for how service professionals, including tax professionals, are taxed

37

California's wildfire settlement exclusion expanded

38

When does community property end?

39

Pros and cons of filing married filing separate

40

What to do in an FTB residency audit

41

Entity identification numbers and classification changes

42

Messy divorces: What to do when an estranged spouse won't provide the required tax information

43

Recently enacted property tax law changes

44

California nonconformity to OBBBA

45

Real estate withholding and trusts

46

Big changes coming to California's passthrough entity tax

47

CalKIDS college savings program

48

Reporting income after a change of residency

49

CalSavers reminder for businesses with at least one California employee

50

Workers classified as California employees and federal independent contractors

51

FTB sending 2024 LLC fee late-payment notices

52

Changing an LLC's tax classification: understand the tax and filing requirements

53

Proposed tax changes in the Governor's budget revision

54

How to treat insurance payments received after a disaster

55

How to help clients who never formally dissolved entities

56

Are ERC adjustments required on the California return?

57

When can the FTB intercept a tax refund?

58

Passthrough entity tax prepayment deadline approaching

59

Property tax planning and disasters

60

Tips for a new tax year: the passthrough entity elective tax

61

Disaster postponements for Los Angeles County wildfire victims

62

2025 filing season updates

63

Key nonconformity issues to watch for on 2024 returns

64

California conforms to some of the recently enacted Federal Disaster Tax Relief Act

65

Planning for California's net operating loss suspensions that go into effect in 2024

66

Estimated tax penalty relief options

67

Reporting IRS partnership audit changes to the FTB

68

ABC test exemptions will sunset for certain industries

69

Tax planning strategies to consider implementing by the end of the year

70

Understand the tax issues of holding a vacation home in an LLC

71

Property tax adjustments for commercial properties

72

Tricks and traps of filing a final corporate return

73

Understand how California treats accrued market discount income

74

Uber/Lyft workers may soon be receiving back pay and benefits

75

Dividing property in a divorce

76

Podcast: Making adjustments on the California return

77

Another FUTA payroll tax increase is coming

78

Nonresident sole proprietor income taxability

79

You don't have to dissolve a California entity by December 31

80

Calculating California tax on trust income

81

Parent/child property tax transfers under Prop. 19

82

Be the hero: Make sure your clients don't lose out on withheld amounts

83

Inherited basis in joint tenancy assets

84

Tips for filing Form FTB 3840

85

Help your clients avoid Web Pay errors

86

Avoid these causes for POA rejections

87

Administrative dissolution for nonoperating businesses

88

Remote worker issues: two common scenarios

89

What does it mean to be "doing business" in California?

90

EDD is auditing loan-out corporations

91

Real estate withholding and trusts

92

California tax rates: what's included?

93

FTB has started its annual outreach letter campaign

94

Worker classification and tax professionals

95

Be ready to make the June 17 passthrough entity tax prepayment

96

MyFTB multi-factor authentication coming soon

97

Are your clients just receiving 2022 LLC fee late-payment notices?

98

Property tax increases for partial transfers

99

Tax treatment of CalPERS long-term care premium settlement

100

Bill would ease passthrough entity tax prepayment requirement

101

LLC filing essentials: what every tax pro needs to know

102

Improvements made to MyFTB account

103

FTB is going after out-of-state preparers

104

Key nonconformity issues for 2023 returns

105

Watch out for these common filing season traps

106

How to become a California nonresident

107

Passthrough entities have until end of year to maximize federal tax benefits of elective tax

108

Some older POA declarations set to expire December 31, 2023

109

Annual tax exemption expiring in 2024 for certain entities

110

Splitting refunds when taxpayers divorce

111

California conformity/nonconformity to the SECURE 2.0 Act

112

Verifying estimated tax payments with the FTB

113

One-time penalty abatement implemented

114

California tax basis capital account reporting is coming

115

Avoid unclaimed property fines: get into compliance

116

How gross income from tiered LLCs impacts the LLC fee