Karen Brosi
Owner, Karen Brosi, EA, CFP, a LLC
Karen Brosi has been practicing in Palo Alto, California for over thirty years. She is a Certified Financial Planner professional and Enrolled to Practice before the Internal Revenue Service. A native Californian, Karen completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. Karen advises clients in individual tax and family wealth planning, specializing in complex tax strategies, securities and real estate transactions. A frequent lecturer, Karen speaks for various state and local tax professional organizations and nationally for AICPA, NAEA and Western CPE. She was named Outstanding Conference Instructor for 2011-12 and Outstanding Webcast Instructor for 2012-13 by California CPA Education Foundation. Karen has written articles on a variety of tax and financial planning topics, and has been widely quoted in the print media, including Business Week. She and her teaching partner, Sharon Kreider, CPA, present a renowned two-day comprehensive federal and California tax update.
Appearances
Identification31DateMay 6, 2011CSpeaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification3DateApril 30, 2012ASpeakers
Owner, Karen Brosi, EA, CFP, a LLCJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.Claudia Hill, EA, MBACEO, TMI TAX SERVICES GROUP, INC.Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.
Identification15DateApril 30, 2012ASpeaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification108DateApril 29, 2012BSpeaker
Owner, Karen Brosi, EA, CFP, a LLC- IdentificationLB003DateApril 30, 2012
Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Owner, Karen Brosi, EA, CFP, a LLCJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.Claudia Hill, EA, MBACEO, TMI TAX SERVICES GROUP, INC. 
Identification3DateMay 20, 2013This fast-paced panel discussion with tax experts will focus on the best and most current tax planning ideas for high-income individuals. The goal is to provide a variety of strategies you can take away and implement immediately with your clients…Speakers
Sharon L. Klein, B.A. LL.B. CDFAExecutive Vice President, Wilmington TrustJulie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Shareholder, Los Angeles, CA, Chamberlain HrdlickaOwner, Karen Brosi, EA, CFP, a LLCPartner/Chairman Emeritus, Hodgson Russ LLP
Identification14DateMay 20, 2013IRS has issued comprehensive new temporary regulations regarding repairs, improvements, materials and supplies. This session examines and condenses these sweeping new rules and provides insight into what every practioner needs to know to be ready to implement them in 2014…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification33DateMay 21, 2013Tax law and the IRS continue to try to keep up with the states' definitions of marriage, but the Code is riddled with marriage penalties and traps. This session examines marriage from the tax practitioner's point of view, with tips and strategies for our married clients…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
IdentificationLB3DateMay 20, 2013This fast-paced panel discussion with tax experts will focus on the best and most current tax planning ideas for high-income individuals. The goal is to provide a variety of strategies you can take away and implement immediately with your clients…Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Shareholder, Los Angeles, CA, Chamberlain HrdlickaOwner, Karen Brosi, EA, CFP, a LLCSharon L. Klein, B.A. LL.B. CDFAExecutive Vice President, Wilmington TrustPartner/Chairman Emeritus, Hodgson Russ LLP
Identification12DateMay 19, 2014This in-depth session will be your guide to filing returns for your same-sex couple clients. Find out what effect the Court’s ruling has on individual filing status, estate and gift tax, property transfers and payroll issues…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
Identification29DateMay 20, 2014The Affordable Care Act imposed a new 3.8% Medicare tax on investment income starting in 2013. This session will help you navigate this troublesome tax and explore top planning ideas you can use right now…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
Identification35DateMay 20, 2014This fast-paced panel discussion with tax experts will:Speakers
Randy Gardner, JD, LLM, MBA, CPA, CFP(R)Estate Plan, Inc.Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Shareholder, Los Angeles, CA, Chamberlain HrdlickaOwner, Karen Brosi, EA, CFP, a LLCJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.$49Standard Price
Identification35DateMay 20, 2014This fast-paced panel discussion with tax experts will:Speakers
Randy Gardner, JD, LLM, MBA, CPA, CFP(R)Estate Plan, Inc.Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Shareholder, Los Angeles, CA, Chamberlain HrdlickaOwner, Karen Brosi, EA, CFP, a LLCJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.
Identification12DateMay 19, 2014This in-depth session will be your guide to filing returns for your same-sex couple clients. Find out what effect the Court’s ruling has on individual filing status, estate and gift tax, property transfers and payroll issues…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification29DateMay 20, 2014The Affordable Care Act imposed a new 3.8% Medicare tax on investment income starting in 2013. This session will help you navigate this troublesome tax and explore top planning ideas you can use right now…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification8DateMay 18, 2015Stay current on AMT by exploring the top-10 causes and planningSpeaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
Identification30DateMay 19, 2015This informative course will help you assist your clients in minimizing theSpeakers
Owner, Karen Brosi, EA, CFP, a LLCOwner, D.T. Moore & Company$49Standard Price
Identification8DateMay 18, 2015Stay current on AMT by exploring the top-10 causes and planning opportunities for each particular area…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification30DateMay 19, 2015This informative course will help you assist your clients in minimizing the impacts of the 3.8% Net Investment Income Tax…Speakers
Owner, Karen Brosi, EA, CFP, a LLCOwner, D.T. Moore & Company- Identification16DateMay 4, 2009B
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Owner, Karen Brosi, EA, CFP, a LLC - Identification27DateMay 5, 2009B
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Owner, Karen Brosi, EA, CFP, a LLC - Identification39DateMay 5, 2009B
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Owner, Karen Brosi, EA, CFP, a LLCRon N. Roberson, CPAPartner, Benton Roberson CPAsDoug Stives, CPAProfessor of Accounting, Monmouth University 
Identification31DateMay 6, 2011CSpeaker
Owner, Karen Brosi, EA, CFP, a LLC
Identification10DateMay 24, 2016With a resurgence in technology and other business sectors, rewarding employees with company stock ownership has returned. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs — and study the different tax treatments for each…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
Identification35DateMay 25, 2016Medical and recreational marijuana, Bitcoin, Airbnb, crowdsourcing — sources of income have changed; it’s our job to decide if our clients’ income is taxable and how to report it…Speakers
Owner, Karen Brosi, EA, CFP, a LLCOwner, D.T. Moore & Company$49Standard Price
IdentificationTAX1724DateJune 14, 2017As federal legislators continually adjust tax rules surrounding ownership and sales of real estate, it is important that CPAs stay up-to-date on real estate laws that may impact your clients. This course provides an update of real estate-related topics, including common areas of concern…Speaker
Owner, Karen Brosi, EA, CFP, a LLC- IdentificationENG17CC06DateJune 14, 2017
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Owner, Karen Brosi, EA, CFP, a LLC 
IdentificationTAX1742DateJune 15, 2017Congress and the tax laws continue to favor investments in qualified small businesses. Gains can be deferred or excluded under Sections 1045 and 1202. Even (heaven forbid!) losses receive favorable tax treatment under Section 1244…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX18101DateJune 11, 2018In a panel discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, our committee of experts will:Speakers
Owner, D.T. Moore & CompanyOwner, Karen Brosi, EA, CFP, a LLCRandy D. Abeles, CPAPartner, RSMSidney Kess, CPA, J.D., LL.M. (taxation)Senior Consultant, Citrin CoopermanPartner, Rowlands, LeBrou & Griesmer, PLLCAmy Miller, CPASenior Manager, AICPA$49Standard Price
IdentificationTAX1801DateJune 12, 2018The "Tax Cuts and Jobs Act" of 2017 overhauled individual tax rules and our wealthy clients need us to be able to plan in this new environment. We'll explore the sweeping changes made to individual taxation and point out key areas to address new planning ideas…Speakers
Owner, Karen Brosi, EA, CFP, a LLCSharon L. Kreider, CPAOwner, KREIDERCPA
IdentificationTAX1805DateJune 12, 2018The rules surrounding real estate ownership and sales seem to continuously change, and not just because of new legislation. New rulings, regulations and Tax Court decisions also provide guidance to influence our strategies for our realty clients…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX1836DateJune 14, 2018This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals…Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Owner, Karen Brosi, EA, CFP, a LLCPartner, Proskauer Rose LLPEddie Adkins, CPARetired Partner, Grant Thornton LLPJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.
IdentificationTAX1920DateJune 13, 2019With the sheer number of changes in the Tax Cuts and Jobs Act of 2017, high-income taxpayers need our advice more than ever to strategize alternatives and minimize taxes…Speakers
Sharon L. Kreider, CPAOwner, KREIDERCPAOwner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX1923DateJune 13, 2019With a resurgence in technology and other business sectors, rewarding employees with company stock ownership is common. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX1928DateJune 13, 2019As federal legislators adjust tax rules surrounding ownership and sales of real estate, it is important that CPAs stay up-to-date on real estate laws that may impact your clients. This course provides an update of real estate-related topics, including common areas of concern…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX2107DateJuly 29, 2021Sharon Kreider and Karen Brosi, in their usual fast paced style, will update you on individual tax news that you missed while you were suffering through another brutal tax season…Speakers
Owner, Karen Brosi, EA, CFP, a LLCSharon L. Kreider, CPAOwner, KREIDERCPA$49Standard Price
IdentificationTAX2111DateJuly 29, 2021Recent changes in tax law have affected real estate owners and investors. In addition, the current administration is proposing further changes that could have a dramatic impact on taxpayers holding real property…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX2209DateJune 7, 2022This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news…Speakers
Owner, Karen Brosi, EA, CFP, a LLCSharon L. Kreider, CPAOwner, KREIDERCPA$49Standard Price
IdentificationTAX2203PDateOctober 26, 2022Rewarding employees with company stock ownership has blossomed over recent years across various business sectors. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each…Speaker
Owner, Karen Brosi, EA, CFP, a LLC
IdentificationTAX2301DateJune 5, 2023Speakers
Owner, Karen Brosi, EA, CFP, a LLCSharon L. Kreider, CPAOwner, KREIDERCPA$49Standard Price
IdentificationTAX2315DateJune 6, 2023Tax strategies regarding real estate continue to be among our clients' most frequently asked questions. This fast-paced session covers recent law changes, IRS rulings and Tax Court decisions regarding both personal and investment property…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price
IdentificationTAX2407DateJune 4, 2024What's trending in real estate taxation in 2024? This fast-paced session is loaded with new cases, rulings, and regulations for both residences and investment properties. In addition, the topic provides reminders of specific areas of interest to the IRS…Speaker
Owner, Karen Brosi, EA, CFP, a LLC$49Standard Price- IdentificationTAX2518DateJune 12, 2025The taxation of employee compensatory stock options can be quite complex. Proper planning in this arena can also be filled with potential traps. This fast paced session will help you fully understand the different tax rules for the entire alphabet soup of options: RSUs, NQs, ISOs and ESPPs…
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Owner, Karen Brosi, EA, CFP, a LLC
