Tax Toolbox
The tax law changed again. Your clients expect you to know it.
A full-day, hands-on CE experience that sharpens your skills, taught live by working tax pros. We’ll show you the concept, the nuances, and strategies that bring tax savings to another level.
2026 Tax Toolbox
$299
On-Demand
★★★★★
“Brass Tax has featured all the topics I’ve wanted further education on. Tax Toolbox is always a great educational experience.”
— Kristy Snyder
The Curriculum
Four sessions. Practical tax, not theory.
This year we’re getting down to brass tax on the topics that affect your individual clients. It’s a full day built around what you’ll actually use this filing season.
Qualified Business Income Deduction
(2 hours)
The One Big Beautiful Bill Act permanently extended the QBI Deduction and expanded who qualifies.
If you’ve been putting off learning the nuances, secretly hoping it would expire with TCJA, this session gives you the confidence to:
- Calculate the QBI Deduction
- Understand phaseouts and carryovers
- Determine whether a taxpayer runs a Specified Service Trade or Business
- Use planning strategies to maximize QBI
RETIREMENT PLANS FOR THE SELF-EMPLOYED AND HEALTH SAVINGS ACCOUNTS
(2 hours)
We’ll compare the retirement vehicles available to self-employed taxpayers, help you match the right account to each client, and cover Health Savings Accounts plus long-term planning strategies.
Federal Tax Credits for Individuals
(2 hours)
We go in-depth on individual federal credits, from the Adoption Credit to the Premium Tax Credit, with tips to maximize each. 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)
Put your knowledge to the test in this interactive, game-show-style session that challenges everything you think you know about common tax situations.
Don’t blame us if you have to go amend a few returns afterward…
Real Preparers. Real Feedback.
Success starts here.
★★★★★
“Finally, a tax seminar that doesn’t feel like drinking from a firehose! Brass Tax is impeccably organized, affordable, and actually delivered at a human pace.”
— David Keil, EA
★★★★★
“Ryan and Shannon, great presenters & charisma.”
— Maureen Lewis
★★★★★
“Love the energy Ryan & Shannon bring to the table. They make it fun & interesting.”
— Marcia Desjardins
★★★★★
“Exceptional speakers! Genuine enthusiasm that makes a live seminar ‘alive’!”
— Lola Green
Pricing
2026 Tax Toolbox
$299 On Demand
Meet the Instructors
Taught by working tax pros.
Your instructors prepare returns, represent clients, and stay on the cutting edge of new tax law, so what you learn is what they actually use.
Ryan Reichert, EA, CFP®, USTCP
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, USTCP
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.
Frequently Asked Questions
The questions that come up most.
Who is Tax Toolbox for?
Do I earn CE credit?
What does registration include?
What if I can't attend in person?
What time does the day run?
Can I switch to on-demand if something comes up?
Why Trust Brass Tax Presentations?
CTEC Course Number: 1008-CE-01205
IRS Course Numbers:
Self-study: UD2VU-T-00180-26-S
In-person: UD2VU-T-00180-26-I
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.