2024 Tax Update Seminar (In-person)

Original price was: $309.00.Current price is: $269.00.

Dates and locations

Northern California

SAN JOSE | December 9

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

SAN FRANCISCO | December 10

DoubleTree – San Francisco Airport
835 Airport Blvd
Burlingame, CA 94010

ROHNERT PARK | December 11

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

CONCORD | December 12

Hilton Concord
1970 Diamond Blvd
Concord, CA 94520

SACRAMENTO | December 13

FourPoints
4900 Duckhorn Drive
Sacramento, CA 95834

FRESNO| January 2025

Location TBD

Southern California

SAN DIEGO | November 25

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

COSTA MESA | December 2

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

NORWALK | December 3

DoubleTree Norwalk
13111 Sycamore Dr
Norwalk, CA 90650

ONTARIO | December 4

Ontario Airport Hotel
700 N Haven Ave
Ontario, CA 91764

BURBANK | December 5

LA Marriott Burbank Airport Hotel
2500 N Hollywood Way
Burbank, CA 91505

VENTURA | December 6

Crowne Plaza
450 E. Harbor Boulevard
Ventura, CA 93001

SAN DIEGO| January 9

Handlery Hotel
950 Hotel Cir N
San Diego, CA 92108

EL CAJON | January 10

Location TBD

ESCONDIDO | January 11

California Center for the Arts
340 N. Escondido Blvd
Escondido, CA 92025

TORRANCE/CARSON | January 13

Location TBD

MONROVIA | January 14

Location TBD

RIVERSIDE | January 15

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.
  • Updated Beneficial Ownership Reporting requirements.
  • New information regarding IRS audits, procedures, and OIC
  • 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.
  • Network with fellow tax professionals and gain valuable insights from industry experts.

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.