Tax Toolbox

$249.00$329.00

Locations & Dates

Northern California

San Jose

September 22, 2025

Delta Hotels
2151 Laurelwood Rd, Santa Clara, CA 95054

Concord

September 23, 2025

Location: TBD

Rohnert Park

September 24, 2025

Location: TBD

Sacramento

September 25, 2025

Location: TBD

Southern California

San Diego

September 8, 2025

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

Costa Mesa

September 16, 2025

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

Ontario

September 17, 2025

Location: TBD

Norwalk

September 18, 2025

Location: TBD

Ventura

September 19, 2025

Location: TBD

Why You Should Attend

Join us for an immersive learning experience with top professionals, Ryan Reichert and Lawrence Pon, and master the latest in tax law and practice.

  • Practical Mastery: Hands-on experience with the latest tax laws and real-world challenges.
  • In-Depth Knowledge: Navigate complex tax legislation and regulations confidently.
  • Skill Enhancement: Boost your expertise and confidence in tax preparation.
  • Professional Standard: The seminar meets the requirements of the California Tax Education Council and the IRS for EAs, CRTPs, and CPAs.

Meet Your Instructors

RYAN REICHERT PHOTO
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. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.
RYAN REICHERT PHOTO
RYAN REICHERT PHOTO
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.