Tax Toolbox
Our Tax Toolbox seminar is the perfect opportunity for individual tax preparers to sharpen their skills and stay up-to-date on the latest tax laws and regulations. This practical seminar offers hands-on learning opportunities and expert guidance from our team of professionals, giving you the tools and knowledge you need to prepare and file tax returns for your clients confidently.
Don’t miss out on this invaluable opportunity to expand your Tax Toolbox and take your tax preparation skills to the next level.
What To Expect
NOT JUST THEORY… REAL-LIFE APPLICATION!
This year, we are getting down to Brass Tax by looking at topics that affect your individual clients.
Join us on a full-day experience to expand your Tax Toolbox.
Pricing
2025 Tax Toolbox
$359
What We Will Cover
2025 Tax Toolbox
Repair or Improvement
(2 hours)
It’s common to ask, “Why do I care if an item is a repair or improvement? I can just write it off using bonus or §179 expensing!”. But if you really think about it, that new roof, kitchen remodel, property additions and certain other repairs do not qualify for bonus or §179 treatment. However, by properly applying the IRS Repair Regs, you can write many of these items as repairs and improvements in the current year. In this course, we will distill hundreds of pages of regulations into practical information you can utilize in your practice.
Learning Objectives:
- Recognize what property is subject to bonus depreciation and section 179 expensing
- Apply the 2013 IRS Property Regs to write off significant improvements to property
- Find ways to make the Safe Harbor provisions work for your clients
- Determine when an election should be made to capitalize improvements
AirBnb and Other Short-Term Rentals
(2 hours)
- Where the activity should be reported on the return (Schedule C vs Schedule E)
- The passive activity limitations and treating short-term rentals as nonpassive
- Rental real estate investment partnerships
- Depreciable life of the rental and the ability to apply Section 179 or bonus depreciation to improvements
- Net Investment Income Tax, QBI, and Excess Business Loss Limitations
- Detailed due diligence templates to utilize when working with clients
Advanced Tax Planning for Real Estate
(2 hours)
Learning objectives:
- Identify which real estate strategies may be applicable to clients
- Understand proper implementation and due diligence related to each strategy
- Break down cost segregation studies and proper reporting
- Understand the benefits, risks, and limitations surrounding real estate professional tax status
2025 Tax Toolbox – Ethics
Unethical Minds
(2 hours)
Learning objectives:
- Understand how Circular 230 impacts day-to-day office operations
- Identify ethical violations and explore ways to handle situations ethically
Locations & Dates
Northern California
San Jose
September 22, 2025
Delta Hotels
2151 Laurelwood Rd, Santa Clara, CA 95054
Concord
September 23, 2025
Location: TBD
Rohnert Park
September 24, 2025
Oxford Suites Sonoma County – Rohnert Park
67 Golf Course Dr W, Rohnert Park, CA 94928
Sacramento
September 25, 2025
Four Points Sacramento Airport
4900 Duckhorn Drive, Sacramento, California 95834
Southern California
San Diego
September 8, 2025
Handlery Hotel
950 Hotel Cir N, San Diego, CA, 92108
Costa Mesa
September 16, 2025
Location: TBD
Ontario
September 17, 2025
Ontario Airport Hotel & Conference Center
700 N Haven Ave, Ontario, CA 91764
Norwalk
September 18, 2025
DoubleTree by Hilton
13111 Sycamore Dr, Norwalk, CA 90650
Ventura
September 19, 2025
Four Points by Sheraton Ventura Harbor Resort
1050 Schooner Dr, Ventura, CA 93001
on-demand
release date
September 19, 2025
Class starts promptly at 8:00 AM and ends at 4:30 PM.
All locations include continental breakfast, lunch, and free parking.
Meet The Instructors
Ryan Reichert, EA, CFP®
Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His financial planning and business ownership background makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics into presentations that keep attendees engaged and learning throughout the day. He is also the owner of the client-facing publication Tax News and Tips.
Shannon Hall, EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and serves on the California Society of Tax Consultants’ board of directors. She was also recently nominated in the Top 50 Women in Accounting for 2023. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.
Shannon Hall, EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and serves on the California Society of Tax Consultants’ board of directors. She was also recently nominated in the Top 50 Women in Accounting for 2023. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.
Success Starts Here
Why Trust Brass Tax Presentations?
This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute an endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.
CTEC Course Number:
- 1008-CE-01189
IRS Course Numbers:
- In-person
2025 Tax Toolbox: UD2VU-T-00163-25-I (6 CE Credits)
2025 Tax Toolbox – Ethics: UD2VU-E-00164-25-I // (2 CE Credits)
- Self-study
2025 Tax Toolbox: UD2VU-T-00163-25-S (6 CE Credits)
2025 Tax Toolbox – Ethics: UD2VU-E-00164-25-S// (2 CE Credits)
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 accepting 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
Brass Tax Presentations is not registered with NASBA for self-study courses.