education@brasstax.com
858-487-2553
Log In
0
No products in the cart
0
No products in the cart
Topics Covered
Dates & Locations
Instructors

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 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.

Register Now

What To Expect

Z
Deep dive into the daily issues that plague your practice, equipping you with tools and knowledge to overcome practical tax challenges
Z
Explore complex legislation and ever-changing regulations, ensuring you stay ahead of the curve
Z
Immerse yourself in an in-depth experience that unravels the intricacies of practical tax issues
Z
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.

Register Now

Pricing

2026 Tax Toolbox

$379

Early Bird Pricing

$339

Register Now

What We Will Cover

2026 Tax Toolbox

Qualified Business Income Deduction

(2 hours)

The One Big Beautiful Bill Act permanently extended the Qualified Business Income Deduction and expanded eligibility for this benefit. If you had procrastinated learning all the nuances of this deduction, secretly hoping it would go away with the expiration of TCJA, this 2-hour session will give you the confidence to:

  • Calculate the QBI Deduction
  • Understand phaseouts and carryovers
  • Determine if a taxpayer is operating a Specified Service Trade or Business
  • Implement planning strategies to maximize QBI

Retirement Plans for the Self-Employed and HSAs

(2 hours)

Retirement accounts are a great way to save taxes while keeping your money. Self-Employed taxpayers have many options available, but not all accounts are created equal. In this session, we will discuss the features of the various retirement vehicles and how to determine which account will most benefit your clients. We will also cover Health Savings Accounts and long-term strategies for planning and saving.

Federal Tax Credits for Individuals

(2 hours)

You know the big ones: EIC, CTC, AOTC, but some of the lesser-known credits can bring big benefits for taxpayers. In this 2-hour course, we will go in-depth on the rules for federal individual tax credits from the Adoption Credit to the Premium Tax Credit and discuss tips and tricks to maximize credits. You’ll learn:

  • When you can claim the full adoption credit even if your client had ZERO expenses
  • How to make scholarships taxable to allow for larger education credits
  • Allocations of Premium Tax Credit that can save hundreds in repayments
  • And more!

Tax Stuff You Thought You Knew

(2 hours)

You know the rules for deducting travel expenses, right? What about charitable contribution deductions? Put your knowledge to the test in this interactive game-show style class, where we will challenge everything you think you know about common tax situations. Don’t blame us if you have to go amend some returns after this one…
Register Now

Locations & Dates

San Diego

September 21, 2026

Address: TBD

Orange County

September 22, 2026

Address: Tbd

Ontario

September 23, 2026

Address: Tbd

Norwalk

September 24, 2026

Address: TBD

Ventura

September 25, 2026

Address: Tbd

San Jose

September 28, 2026

Address: Tbd

Concord

September 29, 2026

Address: Tbd

Rohnert Park

September 30, 2026

Address: Tbd

Sacramento

October 1, 2026

Address: Tbd

on-demand

Projected Release Date: September 28, 2026

Registration and check-in start at 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.
Register Now

Meet The Instructors

Ryan Reichert

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

RYAN REICHERT PHOTO

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

Success Starts Here

{

Brass Tax has featured all the topics that I have wanted further education on. Tax Toolbox is always a great educational experience.

5
Kristy Snyder
{

Ryan and Shannon – great presenters & charisma.

5
Maureen Lewis
{

Love the energy Ryan & Shannon bring to the table. They make it fun & interesting

5
Marcia Desjardins
{

Great seminar! Thank You!

5
Michaela Buhl
{

Ryan and Shannon, your enthusiasm for the subject of taxes and phasing your personal stories make these education sessions such a fun time!

5
Anonymous
{

Exceptional speakers! Genuine enthusiasm that makes a live seminar, “alive”!

5
Lola Green

Why Trust Brass Tax Presentations?

CTEC
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-01205

IRS-approved stamp
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:
Self-study: UD2VU-T-00180-26-S
In-person: UD2VU-T-00180-26-I

CPERegistry_logo_blue-removebg-preview

Brass Tax Presentations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of live in-person continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on accepting individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

NASBA Program ID # 142999

Brass Tax Presentations is not registered with NASBA for self-study courses.