Tax Update Seminar
$249.00 – $329.00
Northern California
San Jose
December 8, 2025
Delta Hotels, 2151 Laurelwood Rd, Santa Clara, CA 95054
San Francisco
December 9, 2025
Location: TBD
Concord
December 10, 2025
Location: TBD
Rohnert Park
December 11, 2025
Location: TBD
Redding
December 12, 2025
Location: TBD
Sacramento
December 15, 2025
Location: TBD
Fresno
December 16, 2025
Location: TBD
Southern California
San Diego
November 24, 2025
Handlery Hotel, 950 Hotel Cir N, San Diego, CA 92108
Costa Mesa
December 1, 2025
Delta Hotels By Marriott, Anaheim-Garden Grove, 12021 Harbor Boulevard, Garden Grove, CA 92840
Norwalk
December 2, 2025
Location: TBD
Ontario
December 3, 2025
Location: TBD
Burbank
December 4, 2025
Location: TBD
Ventura
December 5, 2025
Location: TBD
San Diego
January 8, 2026
Handlery Hotel, 950 Hotel Cir N, San Diego, CA 92108
El Cajon
January 9, 2026
Sycuan Casino, 5469 Casino Way, El Cajon, CA 92109
Escondido
January 10, 2026
Location: TBD
Torrance
January 12, 2026
Location: TBD
Monrovia
January 13, 2026
Location: TBD
Riverside
January 14, 2026
Location: TBD
why should you attend
Stay ahead of the curve with our comprehensive in-person Tax Update Seminar, designed to equip you with the knowledge and tools necessary to handle the upcoming tax season confidently.
We have one of the lowest-cost in-person tax update seminars in the entire industry!
- Stay up-to-date on the latest tax laws, court cases, revenue rulings, and more.
- Get an early look at new IRS and CA forms through line-by-line calculations and worksheets.
- Prepare your clients for expiring TCJA provisions.
- Updated Beneficial Ownership Reporting requirements.
- Understand relevant tax situations your clients are facing for 2024 and how to solve them.
- New information regarding the administration and procedures of the IRS.
- Understand new tax strategies applicable for the 2024 taxable year.
- Equip yourself with key tools, such as worksheets, flowcharts, and checklists, to simplify tax preparation.
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.
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.
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.
