California Business Credits & PTET

Program Overview

June 3, 2026 | 6:00 pm - 8:00 pm| Webinar

Hosted by CSEA Chapters Statewide

Speaker Jane Ryder, EA, CPA

Description

This course covers several California credits for businesses including the California Competes Tax Credit and grant, cannabis credits, the New Employee Credit, motion picture credits, credits for food donations, R & D, PTET and more. We will discuss credit eligibility, net tax savings, carryover credits, credit applications, and credit reservations applicable to each credit. Plus, California differences for similar federal credits such as R & D, low-income housing credit, etc.

Learning Objectives 

1) Review a comprehensive analysis of valuable California business credits.
2) Understand common components of CA credits, applications & credit reservations.
3) Learn valuable CA attributes of similar federal credits to accurately calculate each credit. 
4) Receive complete instructions for preparing CA entity and individual PTET forms. 
5) Consider California's goals and incentives for offering business tax credits.

Learning Level   Basic

Prerequisites & Advance  Preparation    None


Continuing Education

IRS: 0 hours    |   CTEC:  2 hours State  |   CA Bar:  1.75 hours Taxation Law  |   CPA CA: 2 hours Taxes (Self-Reporting) 

Pricing

Member: $29.95    |   Non-Member: $59.95

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Please contact the host chapter at info@csea.org for refund/cancellation policies related to this event.

When
6/3/2026 6:00 PM - 8:00 PM

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