Entity Essentials

$379.00 – $459.00

Dates and locations

San Diego

July 21, 2025

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

Costa Mesa

July 22, 2025

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

Ontario

July 23, 2025

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

Norwalk

July 24, 2025

DoubleTree by Hilton
13111 Sycamore Dr, Norwalk, CA 90650

Ventura

July 25, 2025

Four Points by Sheraton Ventura Harbor Resort
1050 Schooner Dr, Ventura, CA 93001

San Jose

July 28, 2025

Delta Hotels
2151 Laurelwood Rd, Santa Clara, CA 95054

Concord

July 29, 2025

Hilton Concord
1970 Diamond Blvd.
Concord, CA 94520

Rohnert Park

July 30, 2025

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

Sacramento

July 31, 2025

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

On-demand

July 25, 2025

why should you attend

  • Master Entity Classification – Learn how to properly classify businesses for tax purposes and avoid costly mistakes.
  • Optimize Tax Planning – Understand the tax advantages and disadvantages of sole proprietorships, partnerships, S-corps, and C-corps—especially as TCJA provisions expire.
  • Hands-On Return Preparation – Gain step-by-step guidance on filing Form 1065 (Partnerships) and Form 1120-S (S-Corps) with real-world examples.
  • Stay IRS & CTEC Compliant – Earn IRS- and CTEC-approved CE credits while sharpening your expertise. CPAs will earn credit for in-person attendance.
  • Learn from the Experts – Get insider insights from experienced instructors Ryan and Tom, who break down complex rules into practical, actionable strategies.

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.
Thomas A. Gorczynski, EA, CTP, USTCP 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.
Thomas A. Gorczynski, EA, CTP, USTCP 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.
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8 CPE Credits

IRS CPE Course Numbers:
UD2VU-T-00166-25-I
Self-study UD2VU-T-00166-25-S

CTEC Course Numbers:
1008-CE-1188

NASBA:
Program ID # 142999 for in-person CPA credits

No Prerequisites
Intermediate Level
Field of Study: Taxes

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