Tax Toolbox

Navigating the complexities of tax preparation can leave even the most seasoned professional feeling overwhelmed, but we can help.

Our Tax Toolbox seminar is the perfect opportunity for individual tax preparers to sharpen their skills and stay up-to-date on the latest tax laws and regulations. This practical seminar offers hands-on learning opportunities and expert guidance from our team of professionals, giving you the tools and knowledge you need to prepare and file tax returns for your clients confidently.

Don’t miss out on this invaluable opportunity to expand your Tax Toolbox and take your tax preparation skills to the next level.

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What To Expect

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Deep dive into the daily issues that plague your practice, equipping you with tools and knowledge to overcome practical tax challenges
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Explore complex legislation and ever-changing regulations, ensuring you stay ahead of the curve
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Immerse yourself in an in-depth experience that unravels the intricacies of practical tax issues
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Enhance your skills, expand your professional network, and gain the confidence to tackle any tax scenario

NOT JUST THEORY… REAL-LIFE APPLICATION!

This year, we are getting down to Brass Tax by looking at topics that affect your individual clients.

Join us on a full-day experience to expand your Tax Toolbox.

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Pricing

2024 Tax Toolbox

$309

$269

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Save $40.00

Discount valid until April 30, 2024

What We Will Cover

We cover 4 topics in the seminar:

1031 Exchanges of Real Estate

(2 hours)

Is this you? You’ve taken classes about like-kind exchanges and think you know the concepts, but when it comes time to actually enter the transaction into your software, you suddenly feel lost. It’s not your fault! To complete like-kind exchange calculations, you really only need 6 numbers:

  • FMV of the old and replacement properties
  • Basis of the old property
  • Loan amounts on the old and replacement properties
  • Total expenses from the settlement statements.

You know where to get all those numbers, right? So why does your software make it so hard?!? And when a client asks about the tax ramifications of doing a like-kind exchange, does it take you hours to run all the possible scenarios? In this class, a simple worksheet and a checklist will solve both of these problems for you, giving you a new understanding of the basic concepts and allowing you to quickly provide your clients with accurate advice about the outcome of their planned exchanges.

Tax Stuff You Thought You Knew

(2 hours)

We’ve all had those “light bulb” moments when we realize that we’ve been missing out on a great tax deduction for a client or have overlooked a perfect tax planning opportunity. These revelations come from many sources: sometimes, it’s the one really useful piece of information we learn at a seminar, or a colleague mentions something at lunch that gets us thinking, or we are researching another tax topic and come across something totally unexpected.

You are in “Jeopardy” of having fun while you learn in this fast-paced seminar. All NEW topics for 2024!

You’ll have at least one “AH HAH!” moment, guaranteed!

Stock Options

(2 hours)

If you have clients with stock options, you know how complex these situations can become. ISOs, RSUs, multi-state taxation, AMT; it’s an absolute mess! In this seminar, we will cover the most common forms of stock options your clients may receive, how they are taxed, the documents they’ll receive from their employer or brokerage houses, and what you need to know to ensure the federal and state tax returns are completed correctly.

K-1/K-3

(2 hours)

If your client is invested in a partnership or S-corporation, the K-1s and K-3s they receive might drive you mad. In this seminar, we will dive deep into the proper reporting of some of the more confusing items that appear on the K-1. We will also spend time covering K-3 reporting on individual returns, including items that go beyond the reporting of foreign tax paid! If you’ve felt defeated by a K-1 or K-3 in the past, renew your confidence by attending this seminar.
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Locations & Dates

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 20

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

On-Demand Webinar

Expected release date

September 18

Registration and sign-in for the event will open by 7:30 AM.
Class starts promptly at 8:00 AM and ends at 4:30 PM.
All locations include continental breakfast, lunch, and free parking.
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Meet The Instructors

Ryan Reichert, EA, CFP®

Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His financial planning and business ownership background makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics into presentations that keep attendees engaged and learning throughout the day. He is also the owner of the client-facing publication Tax News and Tips.

Ryan Reichert

Shannon Hall, EA

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

Shannon Hall, EA headshot

Why Trust Brass Tax Presentations?

ctec education provider approved logo

This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute an endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.

CTEC Course Number:

  • 1008-CE-1185 (8 credits)

IRS_CE_Provider_Logo_Color-removebg-preview

Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs. We have agreed with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the program’s quality or its contribution to the professional competence of the enrolled individual.

IRS Course Numbers:

  • In-person

UD2VU-T-00159-24-I // (8 CE credits)

  • Self-study

UD2VU-T-00159-24-S // (8 CE credits)