2026 Brass Pass
Price range: $999.00 through $3,299.00
2026 Brass Pass Tiers
Bronze
- Real World Research
- 2026 Tax Toolbox
- Tax Update for 2026 Returns
- 5 hours CA webinars + 2 hour Ethics webinar
Silver
- Everything in the Bronze tier
- Tax News & Tips client-facing newsletter annual PDF subscription
- The Brass Ring quarterly roundtable webinars
Gold
- Everything in the Silver tier
- 1-hour quarterly consulting calls
- Exclusive: Limited to 15 individuals
Why You Can’t Miss the Brass Pass?
Secure the lowest rates now and enjoy flexible scheduling. Our 2026 lineup offers comprehensive courses delivered by top tax experts.
2026 Seminar Locations and Details
Real World Research
- Credits:
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- 8 Federal Hours
-
- IRS Program:
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- UD2VU-T-00181-26-S
- UD2VU-T-00181-26-I
-
- CTEC Program:
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- 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
Norwalk, December 2, 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
What’s Included in Every Seminar?
Real World Research
- Introduction to Tax Research
- Responding to IRS Notices
- Tax Research for Tax Planning
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
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
Meet the Instructors
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.