Tax Toolbox

Original price was: $309.00.Current price is: $289.00.

Discount valid until June 14, 2024

Dates and Locations

Southern California

SAN DIEGO | September 9

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

COSTA MESA | September 17

Delta Hotel Anaheim Garden Grove
12021 Harbor Blvd
Garden Grove, CA 92840

ONTARIO | September 18

700 North Haven Avenue
Ontario, CA 91764

NORWALK | September 19

DoubleTree Norwalk
13111 Sycamore Dr
Norwalk, CA 90650

VENTURA | September 2

Four Points Sheraton Ventura Harbor Resort
1050 Schooner Drive
Ventura, CA 93001

Northern California

SAN JOSE | September 23

Delta Hotels Santa Clara Silicon Valley
2151 Laurelwood Road
Santa Clara, CA 95054

CONCORD | September 24

Hilton Concord
1970 Diamond Blvd
Concord, CA 94520

ROHNERT PARK | September 25

Oxford Suites Sonoma County
67 Golf Course Drive West
Rohnert Park, CA 94928

SACRAMENTO | September 26

FourPoints
4900 Duckhorn Drive
Sacramento, CA 95834

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.