• Home
  • EA Exam Prep
  • 2023 Tax Toolbox
  • Update the Update 2022
  • Shop
  • Update for 2022 Returns
  • 2022 Tax Toolbox
  • On-demand webinars
  • Practice Aids
  • Connecting Tax Pros
  • Meet the Presenters
  • More
    • Home
    • EA Exam Prep
    • 2023 Tax Toolbox
    • Update the Update 2022
    • Shop
    • Update for 2022 Returns
    • 2022 Tax Toolbox
    • On-demand webinars
    • Practice Aids
    • Connecting Tax Pros
    • Meet the Presenters
  • Sign In
  • Create Account

  • Orders
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Orders
  • My Account
  • Sign out


Signed in as:

filler@godaddy.com

  • Home
  • EA Exam Prep
  • 2023 Tax Toolbox
  • Update the Update 2022
  • Shop
  • Update for 2022 Returns
  • 2022 Tax Toolbox
  • On-demand webinars
  • Practice Aids
  • Connecting Tax Pros
  • Meet the Presenters

Account


  • Orders
  • My Account
  • Sign out


  • Sign In
  • Orders
  • My Account

2023 Tax Toolbox

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. 

Register Now!

The most practical seminar of 2023

Cryptocurrency and Brokerage Statements - Oh My!

Cryptocurrency and Brokerage Statements - Oh My!

Cryptocurrency and Brokerage Statements - Oh My!

 No matter your tax specialty, we all have some clients who invested in cryptocurrency (for better or for worse). In this course, we'll walk you through reporting cryptocurrency in the real world and how to handle common issues that you will see in your practice. While we're on the topic of capital assets, we will also cover a wide variety of issues regarding brokerage statements to provide you with a sense of certainty when handling a complex 1099-DIV,   1099-INT, or 1099-B. 

Energy Credits - Packing a Powerful Punch

Cryptocurrency and Brokerage Statements - Oh My!

Cryptocurrency and Brokerage Statements - Oh My!

 Energy credits have experienced a massive overhaul in the last few years,        leaving preparers feeling uneasy when advising their clients. In this seminar, we will restore your confidence in these credits by looking at:                                

  • New rules and regulations for electric vehicle credits
  • The energy-efficient home improvement credit
  • "Solar credit" for rental properties
  • A refresher on solar credits for a primary residence
  • Desktop reference charts to keep all of the rules straight

Tax Implications of Family Drama

Tax Implications of Family Drama

Tax Implications of Family Drama

 Family drama and nontraditional households lead to countless problems      when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this      seminar, we will address:                                                                                                       

  • Advanced tax strategies for unmarried parents
  • Registered Domestic Partners
  • Community property income splitting
  • Tips and tricks for dependents
  • And so much more...

Tax Stuff You Thought You Knew

Tax Implications of Family Drama

Tax Implications of Family Drama

 There are always a few details of new and old tax laws that some preparers miss hearing about. We won't waste time going through all the details you already know. We'll skip right to the thing that you might be getting wrong. There will be a whole new batch of issues to discuss this year.
  

CAUTION:  You may need to prepare some amended returns after this session!
 

Sign up now for $259!

Save $40 by registering online! 

Full price is $299 at the door

00

DaysDays

00

HrsHours

00

MinsMinutes

00

SecsSeconds

Register Now!

SIGN UP NOW FOR $269!

Save $30 by registering online! 

Full price is $299 at the door

Register now!

Pick from 9 locations or an on-demand webinar.

On-demand webinar is expected to be released on September 18


Class starts promptly at 8:00 a.m. and ends at 4:30 p.m.  

All locations include continental breakfast, lunch, and free parking.

Register now!

Southern California

San Diego

September 18

Handlery Hotel

950 Hotel Circle North, San Diego, CA 92108

Costa Mesa

September 19

TBD

Ontario

September 20

TBD

Norwalk

September 21

TBD

Ventura

September 22

Four Points by Sheraton Ventura Harbor Resort

1050 Schooner Drive, Ventura, CA 93001


Northern California

San Jose

September 25

TBD

Rohnert Park

September 26

TBD

Concord

September 27

TBD

Sacramento

September 28

TBD


On-demand webinar

Expected release date

September 18

$40 OFF! Just $259 if you register online!

$40 OFF! Just $259 if you register online!

$40 OFF! Just $259 if you register online!

$40 OFF! Just $259 if you register online!

$40 OFF! Just $259 if you register online!

$40 OFF! Just $259 if you register online!

Hurry! Register early!

Please register early to help us gauge expected attendance so that we can assure adequate facilities.

Register now!

meet the instructors

Ryan Reichert, EA , CFP®

  Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His background in financial planning and business ownership makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics down into presentations that keep attendees engaged and learning throughout the whole day. He is also the owner of the client-facing publication Tax News and Tips.  

Lawrence Pon, CPA/PFS, CFP®, EA, USTCP, AEP

 Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, California. Larry's academic background, coupled with a diverse tax practice, allows him to pull from a breadth of experience with teaching other practitioners. His relaxed teaching style allows attendees to digest even the most complex topics with ease.

Register now!

 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-00149-23-I   //  (8 CE credits) 


Self-study:

UD2VU-T-00149-23-S  //  (8 CE credits) 


   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:

1008-CE-1173 (8 credits)



Questions? Contact us

E-mail us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Brass Tax Presentations

Email: 

Education@BrassTax.com   


Call or text: 

(858) 487-2553  


For more information regarding administrative policies such as complaints or refunds, contact Brass Tax at (858) 487-2553.   



Copyright © 2020 Brass Tax Presentations, LLC - All Rights Reserved

  • EA Exam Prep
  • Shop
  • Update for 2022 Returns
  • 2022 Tax Toolbox
  • 2023 Tax Toolbox ONDEMAND
  • On-demand webinars
  • Practice Aids
  • Connecting Tax Pros
  • Meet the Presenters

Powered by GoDaddy