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2025 Brass Pass

$1,097.00$2,997.00

2025 Brass Pass Tiers

Bronze

  • Entity Essentials Seminar (regular price $499)
  • 2025 Tax Toolbox (regular price $359)
  • 2025 Tax Toolbox – Ethics
  • Tax Update Returns (regular price $359)
  • Additional 5 hours of California tax law on-demand webinars for CRTPs (regular price $150)
  • Retail savings of $270!!!

Silver

  • Everything in the Bronze tier
  • Tax News & Tips client-facing newsletter annual PDF subscription
  • Retail savings of $320!!

Gold

  • Everything in the Bronze tier
  • Everything in the Silver tier
  • 1-hour quarterly consulting calls
  • Retail savings of $820!!
  • Exclusive: Limited to 15 individuals

Why You Can’t Miss the Brass Pass?

Secure the lowest rates now and enjoy flexible scheduling. Our 2025 lineup offers comprehensive courses delivered by top tax experts.

What’s Included in Every Seminar?

Entity Essentials

  • Business Entity Classifications
  • Business Entity Tax Planning
  • Partnership Tax Return Preparation
  • S-Corporation Tax Return Preparation

    Tax Update Returns

    • Latest tax laws, court cases, revenue rulings, and more.
    • New IRS and CA forms through line-by-line calculations

    2025 Tax Toolbox

    • Repair or Improvement
    • Airbnb and Other Short-Term Rentals
    • Advanced Tax Planning for Real Estate

    2025 Tax Toolbox – Ethics

    • Circular 230’s impact on office operations
    • Identify ethical violations

    Locations and dates

    Entity Essentials

    • San Diego, Jul 21, 2025
    • Costa Mesa, Jul 22, 2025
    • Ontario, Jul 23, 2025
    • Norwalk, Jul 24, 2025
    • Ventura, Jul 25, 2025
    • San Jose, Jul 28, 2025
    • Concord, Jul 29, 2025
    • Rohnert Park, Jul 30, 2025
    • Sacramento, Jul 31, 2025

    2025 Tax Toolbox

    • San Diego, Sep 8, 2025
    • Costa Mesa, Sep 16, 2025
    • Ontario, Sep 17, 2025
    • Norwalk, Sep 18, 2025
    • Ventura, Sep 19, 2025
    • San Jose, Sep 22, 2025
    • Concord, Sep 23, 2025
    • Rohnert Park, Sep 24, 2025
    • Sacramento, Sep 25, 2025

    Tax Update Returns

    • San Diego, Nov 24, 2025
    • Costa Mesa, Dec 1, 2025
    • Ontario, Dec 2, 2025
    • Burbank, Dec 3, 2025
    • Ventura, Dec 4, 2025
    • San Jose, Dec 8, 2025
    • San Francisco, Dec 9, 2025
    • Concord, Dec 10, 2025
    • Rohnert Park, Dec 11, 2025
    • Redding, Dec 12, 2025
    • Sacramento, Dec 15, 2025
    • Fresno, Dec 16, 2025
    • San Diego, Jan 8, 2026
    • El Cajon, Jan 9, 2026
    • Escondido, Jan 10, 2026
    • Torrance, Jan 12, 2026
    • Monrovia, Jan 13, 2026
    • Riverside, Jan 14, 2026

    Meet the 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.

    Thomas A. Gorczynski is the Senior Tax Consultant at Gorczynski & Associates, LLC in Phoenix, AZ. He is an enrolled agent, a Certified Tax Planner, a Fellow of the National Tax Practice Institute (NTPI) and was admitted to practice before the United States Tax Court in 2015. He earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. His firm specializes in tax controversy representation and advanced tax planning strategies for small- and medium-sized businesses and rental owners. He was the recipient of the 2018 Member of the Year award from the American Institute of Certified Tax Planners and the 2019 Excellence in Education award from NAEA.