Tax Update Seminar

$259.00$339.00

Northern California

San Jose

December 8, 2025

Delta Hotels, 2151 Laurelwood Rd, Santa Clara, CA 95054

San Francisco

December 9, 2025

DoubleTree by Hilton Hotel San Francisco Airport
835 Airport Blvd., Burlingame, CA 94010

Concord

December 10, 2025

Hilton Concord
1970 Diamond Blvd., Concord, CA 94520

Rohnert Park

December 11, 2025

Oxford Suites Sonoma County – Rohnert Park
67 Golf Course Dr W, Rohnert Park, CA 94928

Redding

December 12, 2025

Location: TBD

Sacramento

December 15, 2025

Four Points Sacramento Airport
4900 Duckhorn Drive, Sacramento, California 95834

Fresno

December 16, 2025

DoubleTree by Hilton Fresno Convention Center
2233 Cesar Chavez Blvd. Fresno, CA. 93721

Southern California

San Diego

November 24, 2025

Handlery Hotel, 950 Hotel Cir N, San Diego, CA 92108

Costa Mesa

December 1, 2025

Delta Hotels By Marriott, Anaheim-Garden Grove, 12021 Harbor Boulevard, Garden Grove, CA 92840

Norwalk

December 2, 2025

DoubleTree by Hilton
13111 Sycamore Dr, Norwalk, CA 90650

Ontario

December 3, 2025

Ontario Airport Hotel & Conference Center
700 N Haven Ave, Ontario, CA 91764

Burbank

December 4, 2025

Los Angeles Marriott Burbank Airport
2500 N Hollywood Way, Burbank, CA 91505

Ventura

December 5, 2025

Crowne Plaza Ventura Beach by IHG
450 E Harbor Blvd, Ventura, CA 93001

San Diego

January 8, 2026

Handlery Hotel, 950 Hotel Cir N, San Diego, CA 92108

El Cajon

January 9, 2026

Sycuan Casino, 5469 Casino Way, El Cajon, CA 92109

Escondido

January 10, 2026

Location: TBD

Torrance

January 12, 2026

Holiday Inn Los Angeles Gateway Torrance
19800 S. Vermont Ave Torrance CA, 90502

Monrovia

January 13, 2026

Courtyard Los Angeles Pasadena/Monrovia
700 W Huntington Dr, Monrovia, CA 91016

Riverside

January 14, 2026

Marriott Riverside at the Convention Center
3400 Market St, Riverside, CA 92501

why should you attend

Stay ahead of the curve with our comprehensive in-person Tax Update Seminar, designed to equip you with the knowledge and tools necessary to handle the upcoming tax season confidently.

We have one of the lowest-cost in-person tax update seminars in the entire industry!

  • Stay up-to-date on the latest tax laws, court cases, revenue rulings, and more.
  • Get an early look at new IRS and CA forms through line-by-line calculations and worksheets.
  • Prepare your clients for expiring TCJA provisions.
  • Updated Beneficial Ownership Reporting requirements.
  • Understand relevant tax situations your clients are facing for 2024 and how to solve them.
  • New information regarding the administration and procedures of the IRS.
  • Understand new tax strategies applicable for the 2024 taxable year.
  • Equip yourself with key tools, such as worksheets, flowcharts, and checklists, to simplify tax preparation.

meet your expert instructors

Ryan Reichert, EA, CFP®, is a San Diego-based tax professional renowned for his expertise in financial planning and business ownership. An Enrolled Agent and Certified Financial Planner, Ryan excels in demystifying new and complex tax laws. His engaging teaching style simplifies intricate tax topics, making them accessible and captivating for his audience.
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.
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.