Tax Toolbox
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.
What To Expect
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.
Pricing
2024 Tax Toolbox
$309
What We Will Cover
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)
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)
K-1/K-3
(2 hours)
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
Class starts promptly at 8:00 AM and ends at 4:30 PM.
All locations include continental breakfast, lunch, and free parking.
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.
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, 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.
Jane Ryder, EA, CPA
Jane Ryder, EA, CPA, has been providing tax preparation, accounting, representation, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks nationwide on many tax, business compliance, and accounting topics.
Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues.
Why Trust Brass Tax Presentations?
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)
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)
NASBA Program ID # 142999
Brass Tax Presentations is not registered with NASBA for self-study courses.