Get Your Brass Pass to Secure Discounts On 2026 Seminars

Get your ticket to the most comprehensive tax education bundle of 2026, designed for tax preparers ready to excel and advance.

With tailored courses taught by top experts, you’ll build essential skills and stay ahead in a rapidly evolving field.

Order now, save big, and secure your spot today for 2026!

How Does the 2026 Brass Pass Work?

You get early bird discounts on all 2026 Brass Tax seminars. Save your spot now, and our team will reach out to you to pick your preferred dates and locations. By joining the Silver or Gold tier, you’ll get access to exclusive services provided by the Brass Tax team, such as quarterly roundtable meetings and one-on-one consulting calls.

Why You Can’t Miss the Brass Pass?

The Brass Pass is the best way to save big on in-person continuing education. Our 2026 lineup offers comprehensive courses delivered by top tax experts. Sign up now to save big before it’s too late!

 

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2026 Brass Pass Tiers

Bronze

$999

  • Real World Research
  • 2026 Tax Toolbox
  • Tax Update for 2026 Returns
  • 5 hours CA webinars + 2 hour Ethics webinar

Retail savings of $400!

Silver

$1,999

  • Everything in the Bronze tier
  • Tax News & Tips client-facing newsletter annual PDF subscription
  • The Brass Ring Quarterly roundtable webinars

Retail savings of $450!

Attendees may submit topics and questions before sessions*

Gold

$3,299

  • Everything in the Brass Pass Silver tier
  • 1-hour quarterly consulting meetings

Retail savings of $700!

Exclusive: Limited to 15 individuals

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What’s Included in Every Tier?

Real World Research

  • Introduction to Tax Research
  • Responding to IRS Notices
  • Tax Research for Tax Planning
  • 8 Federal Tax Law Hours
The Tax Research Workshop offers tax professionals a chance to build great fundamentals in federal tax law research. Stop relying on blog posts, Google, and AI to hopefully find the right answer to your tax questions. In this workshop, we will teach you how to read and understand tax authority that you can actually rely on instead of taking a shot in the dark. Once we establish the fundamentals, we will walk you through how to use this newfound knowledge to both respond to IRS notices/audits and offer more advanced tax planning to your clients. In the second half of the day, you’ll be provided with research materials and a prompt to work on, and we will review the answers at the end of each session.

2026 Tax Toolbox

  • Qualified Business Income Deduction
  • Retirement Plans for the Self-Employed and HSAs
  • Federal Tax Credits for Individuals
  • Tax Stuff You Thought You Knew
  • 8 Federal Tax Law Hours
The 2026 Tax Toolbox will cover the most pressing tax issues facing your clients. The permanent extension of the Qualified Business Income Deduction is going to require tax professionals to take a deeper look at the rules, tips, and tricks available to clients looking to benefit from this massive deduction. In the last 5 years, retirement plans have experienced an overhaul through SECURE 1 & 2.0. This session will focus on retirement plan options for self-employed individuals and the HSA loophole. Most practitioners are familiar with the adoption credit, the premium tax credit, and the American Opportunity Credit. In this session, we’ll dive deep into these and a myriad of other tax credits available to individual clients, and show you the secrets that will unlock significant tax savings. We will end the day with Tax Stuff You Thought You Knew, an interactive session that will cover everything from charitable contributions to the latest tax planning opportunities available for your clients. You don’t want to miss this year’s Tax Toolbox.

Tax Update For 2026 Returns

  • Coverage of the latest tax laws, court cases, revenue ruling and more
  • New IRS and CA forms through line-by-line calculations
  • 8 Federal Tax Law Hours

The Tax Update for 2026 Returns seminar prepares tax professionals to confidently handle the upcoming tax season through a thorough review of new tax laws, court cases, and IRS updates. This 8-hour, in-person seminar covers essential changes to both Federal and California forms and tax strategies. Attendees will gain practical skills with worksheets, flowcharts, and checklists to streamline tax preparation and address the latest challenges their clients may face.

Unlock next-level tax knowledge. Save more. Achieve more.

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2026 Seminar Locations and Details

Real World Research

  • Credits:
      • 8 Federal Hours
  • IRS Program:
      • UD2VU-T-00181-26-S
      • UD2VU-T-00181-26-I
  • CTEC Program:
      • 1008-CE-01206

Ventura, July 13, 2026

Norwalk, July 14, 2026

Ontario, July 15, 2026

Orange County, July 16, 2026

San Diego, July 17, 2026

San Jose, July 27, 2026

Concord, July 28, 2026

Rohnert Park, July 29, 2026

Sacramento, July 30, 2026

2026 Tax Toolbox

  • Credits:
      • 8 Federal Hours
  • IRS Program:
      • UD2VU-T-00180-26-S
      • UD2VU-T-00180-26-I
  • CTEC Program:
      • 1008-CE-01205

San Diego, September 21, 2026

Orange County, September 22, 2026

Ontario, September 23, 2026

Norwalk, September 24, 2026

Ventura, September 25, 2026

San Jose, September 28, 2026

Concord, September 29, 2026

Rohnert Park, September 30, 2026

Sacramento, October 1, 2026

Tax Update For 2026 Returns

  • Credits:
      • 8 Federal Tax Update Hours
  • IRS Program:
      • UD2VU-U-00179-26-S
      • UD2VU-U-00179-26-I
  • CTEC Program:
      • 1008-CE-01204

San Diego, November 23, 2026

Orange County, November 30, 2026

Ontario, December 1, 2026

Burbank, December 3, 2026

Ventura, December 4, 2026

San Jose, December 7, 2026

Concord, December 8, 2026

Rohnert Park, December 9, 2026

Sacramento, December 10, 2026

Fresno, December 11, 2026

San Diego, January 7, 2027

El Cajon, January 8, 2027

Escondido, January 9, 2027

Torrance, January 11, 2027

Monrovia, January 12, 2027

Riverside, January 13, 2027

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 headshot
Shannon Hall, EA headshot

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.

THOMAS A. GORCZYNSKI

THOMAS A. GORCZYNSKI, EA, CTP, USTCP

Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is the author of the Tom Talks Taxes online newsletter, co-author of the PassKey Learning Systems EA Review Series, co-founder of the InCite tax community, and co-owner of Compass Tax Educators. He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice Institute Fellow, and admitted to the bar of the United States Tax Court as a non-attorney. His tax practice in Phoenix, Arizona focuses on tax controversy representation and advanced tax planning strategies.

Risk-Free Cancellation Policy

Making plans can be nerve-wracking, especially when it comes to attending important events like seminars or classes. However, we understand the importance of certainty and confidence when planning, so we are thrilled to offer a risk-free cancellation policy.

With our policy, you can rest assured that refunds will be issued two weeks before any registered event. And if you do happen to wait until the last minute, our on-demand webinar option is available – complete with access to an instructor to answer any questions or concerns you may have.

Success Starts Here

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Brass Tax has featured all the topics that I have wanted further education on. Tax Toolbox is always a great educational experience.

5
Kristy Snyder
{

Ryan and Shannon – great presenters & charisma.

5
Maureen Lewis
{

Love the energy Ryan & Shannon bring to the table. They make it fun & interesting

5
Marcia Desjardins
{

Great seminar! Thank You!

5
Michaela Buhl
{

Ryan and Shannon, your enthusiasm for the subject of taxes and phasing your personal stories make these education sessions such a fun time!

5
Anonymous
{

Exceptional speakers! Genuine enthusiasm that makes a live seminar, “alive”!

5
Lola Green
{

“I enjoyed how you meticulously explained the lectures. I took part 2 first and passed, then part 1, same results.”

5
{

Great job as usual! My fourth time here. LOVE THIS SEMINAR!

5
{

“Couldn’t have done it without you. And I keep reminding classmates to use those tactics. They work!!!”

5
{

“Your tips and tricks and ways of explaining things (stories) were really good. And it was fun!”

5
{

“Using your course, I passed all 3 parts within 9 days!”

5

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Why Trust Brass Tax Presentations?

CTEC

CTEC Program Numbers

  • Real World Research: 1008-CE-01206
  • 2026 Tax Toolbox: 1008-CE-01205
  • Tax Update for 2026 Returns: 1008-CE-01204
IRS-approved stamp

IRS Program Numbers

  • Real World Research: UD2VU-T-00181-26-S, UD2VU-T-00181-26-I
  • 2026 Tax Toolbox: UD2VU-T-00180-26-S, UD2VU-T-00180-26-I
  • Tax Update for 2026 Returns: UD2VU-U-00179-26-S, UD2VU-U-00179-26-I
CPERegistry_logo_blue-removebg-preview

Why Trust Brass Tax Presentations?

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.