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, 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.
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.
