2022 Tax Toolbox
Not just theory... Real-life application!
With life beginning to return to "normal", we can again focus on "normal" tax topics that affect many of our clients, but now "normal" seems to have a whole new definition! In this year’s Tax Toolbox, we look at the tax problems of some of the new types of clients knocking on your door and provide a fresh perspective on tax strategies for small business owners.
meet the instructors
Lisa Ihm, EA
Lisa Ihm, EA has been teaching seminars nationwide since 1986. Rather than simply reciting the rules, she digs below the surface to make you think about how tax laws affect your clients and how you can use those laws to your clients’ benefits.
Ryan Reichert, EA , CFP®
Ryan’s background in tax law research, financial planning, and corporate/individual tax preparation makes him especially equipped to tackle the interpretation of new tax legislation. His dynamic, step-by-step approach helps tax preparers understand the application of unfamiliar and often complex new tax laws.
Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs. We have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.
IRS Course Numbers:
In-person:
UD2VU-T-00133-22-I // (8 CE credits)
Self-study:
~ Retirement Plans for the Self-Employed // (2 credits)
(UD2VU-T-00138-22-S)
~ Partnership and S-Corp Basis // (2 credits)
(UD2VU-T-00139-22-S)
~ Interesting Lives - Interesting Tax Situations // (2 credits)
(UD2VU-T-00140-22-S)
~ Tax Stuff You Thought You Knew // (2 credits)
(UD2VU-T-00141-22-S)
This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.
CTEC Course Number:
In-person: 1008-CE-1158 (8 credits)
Self-study:
~ Retirement Plans for the Self-Employed // (2 credits)
(1008-CE-1163)
~ Partnership and S-Corp Basis // (2 credits)
(1008-CE-1164)
~ Interesting Lives - Interesting Tax Situations // (2 credits)
(1008-CE-1165)
~ Tax Stuff You Thought You Knew // (2 credits)
(1008-CE-1166)
Brass Tax Presentations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of live in-person continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
NASBA Program ID # 142999
No prerequisites
Intermediate level
Field of study: Taxes
Brass Tax Presentations is not registered with NASBA for self-study courses.