Spidell

Spidell Quality continuing education and research solutions for tax professionals. Spidell Publishing, Inc. began in 1975 by publishing a book of California tax forms.

creates and distributes two monthly newsletters, the California Taxletter® and the Federal Taxletter®, which keep more than 5,000 tax industry subscribers updated on tax law changes and retirement planning. In addition, Spidell publishes multiple special reports each year that cover more specific tax topics. Spidell and its knowledgeable network of speakers hosts nearly 75 seminars each year to no

t only provide CPE to over 20,000 tax professionals, but also to keep them up-to-date with complex tax issues. Spidell also provides more specialized information through a live and on-demand webinar series all of which qualify for CPE. Within a few months, founder Bob Spidell launched a newsletter, Spidell’s California Taxletter®. The California Taxletter was designed to give California tax professionals practical information they need to prepare accurate state tax returns. California, federal, and accounting tax seminars, a forms service, electronic research, and special tax reports followed, but our goal remains the same: to offer solutions to California tax problems. We are a small but successful California-based company. We are dedicated to digging into California tax issues that affect California tax professionals every day. We are in constant contact with all of California’s tax agencies: FTB, EDD, BOE, and the Secretary of State’s office. With our connections, we report on new policies that the government agencies attach to new legislation. Not only do we analyze new laws, but we explain in simple terms how to use these laws to your advantage. We also actively work toward fair and reasonable tax administration and take an active role in policy and law changes that make paying taxes simpler and easier. When we hear of a problem that affects tax professionals and their clients we advocate for a solution that is reasonable for both the taxpayer and government. Our staff understands tax professionals. We all work hard to provide the best possible customer service to our neighbors here in California. We care about you and your clients and want to help you work efficiently and be profitable. Let us know if there’s anything else we can do to bring you California solutions. Lynn Freer, EA, Ms. California Tax
President, Spidell Publishing, Inc.®
Follow Lynn on Twitter - MSCATAX

07/18/2026

The 2026 Royal Flush Conference at Planet Hollywood in Las Vegas is where your professional growth meets a world-class setting.

Join us in person at the iconic Planet Hollywood Resort & Casino in Las Vegas for a dynamic blend of top-tier education and unforgettable experiences.

Featuring award-winning speakers and the trusted Gear Up expertise that professionals have relied on for over 50 years, Royal Flush offers the perfect mix of learning and fun — whether you're in it for the Vegas vibes or ready to dive into tax prep before the holidays.

Save your seat: https://bit.ly/4yiXqJT

✅ Master the lessons learned with the new OBBBA deductions for tips, overtime, car loan interest, and the senior exclusi...
07/18/2026

✅ Master the lessons learned with the new OBBBA deductions for tips, overtime, car loan interest, and the senior exclusion
✅ Evaluate when Trump accounts are a good option for your clients
✅ Understand the tax impacts of tariff refunds
✅ Much more

Save your seat (and best price) at Spidell's 2026-27 Federal Tax Update Webinar: https://bit.ly/4eGYtvm

Subscribers to Spidell's Federal Taxletter, check your inbox or read the latest issue online!Interested in subscribing? ...
07/17/2026

Subscribers to Spidell's Federal Taxletter, check your inbox or read the latest issue online!

Interested in subscribing? https://bit.ly/3VRQiSF

There's still time to cast your vote to help CeriFi's elite Learning and Development Team clinch a Top 100 spot in the O...
07/17/2026

There's still time to cast your vote to help CeriFi's elite Learning and Development Team clinch a Top 100 spot in the OnCon Icon Awards!

Voting is now open through July 22. If you've taken a course, earned a designation, or completed your mandatory CE requirements through one of our platforms, help us win by voting here ➡️ https://lnkd.in/g84c7WgA

Get the guidance you need on compilation engagements in this electronic self-study course. Although there are fewer auth...
07/16/2026

Get the guidance you need on compilation engagements in this electronic self-study course.

Although there are fewer authoritative standards for these engagements, they far outnumber the quantity of others performed each year, so brush up and be ready.

Register today: https://bit.ly/4gkPqS5

🏆 THE CERIFI CUP ROLLS ON... AND THIS MATCHUP IS ALL ABOUT BRAINS. 🏆Some win by finding value. Others win by finding ded...
07/15/2026

🏆 THE CERIFI CUP ROLLS ON... AND THIS MATCHUP IS ALL ABOUT BRAINS. 🏆

Some win by finding value. Others win by finding deductions.

Today's showdown features two masters of their craft—but only one can advance.

🦫 ChuckleDam
The Deduction Constructor
Representing CeriFi CPEdge

🧾 Signature Move: Write-Off and Roll
Armed with an encyclopedic knowledge of tax rules and a knack for finding opportunities others miss, ChuckleDam is ready to build another victory.

🆚

🐻 Grizzledge
The Alpha Hunter
Representing MarkMeldrum.com

📈 Signature Move: Bear Market Hug
When the markets get rough, Grizzledge gets comfortable. With razor-sharp analysis and elite investment instincts, he's always hunting for alpha.

Tax expertise vs. investment mastery.
Deductions vs. discounted cash flows.
The Constructor vs. The Hunter.

Only one will move one step closer to lifting the CeriFi Cup!

👇 Who gets your vote?

🦫 = ChuckleDam

🐻 = Grizzledge

And settle the debate in the comments:

Which financial superpower would you rather have for a day—finding every deduction or spotting every investment opportunity?

May the smartest mascot win. 🏆

🐢🏆 SLOW. STEADY. UNSTOPPABLE.They said speed wins championships...Shelldon von Riskington had other plans.With patience,...
07/15/2026

🐢🏆 SLOW. STEADY. UNSTOPPABLE.

They said speed wins championships...

Shelldon von Riskington had other plans.

With patience, precision, and a perfectly executed Shell Shock Scenario Analysis, the Slow-and-Steady Risk Master outlasted Flashford F. FastPaws to punch his ticket to the next round of the CeriFi Cup!

Turns out, you can't rush good risk management. 😎

👏 Congratulations to Shelldon and everyone who voted! Now the question is...

Who wants the turtle next? 🐢🏆

From Trump Accounts to cannabis reclassification to S-corp conversion strategy, federal tax changes are giving practitio...
07/15/2026

From Trump Accounts to cannabis reclassification to S-corp conversion strategy, federal tax changes are giving practitioners a lot to work through. Spidell's Quarterly Federal Tax Update cuts through the noise with the updates you need.

Register: https://bit.ly/4f8kMt3

Address

P. O. Box 61044
Anaheim, CA
92803

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Spidell posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share

Category