Tax Toolbox
The tax law changed again. Your clients expect you to know it.
Live across California, September 21 – October 1, 2026.
Can’t make it in person? Catch the same content on-demand.
2026 Tax Toolbox — Early Bird
$339
Save $40 vs. the $379 regular rate
★★★★★
“Brass Tax has featured all the topics I’ve wanted further education on. Tax Toolbox is always a great educational experience.”
— Kristy Snyder
What’s Included
Everything you need for a full day of practical training.
Your registration is all-in. The price covers the instruction, the credit, and the day itself. Show up ready to learn and we’ll handle the rest.
Live Instruction
On-demand option
Meals & parking
CE credit
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…
Dates & Locations
Pick your city. Seats are limited, so reserve early.
We’re bringing Tax Toolbox to nine cities across California. Seats in each room are limited and the closest dates fill first, so claim your spot early. Can’t make any of them? The on-demand release has you covered.
San Diego
September 21, 2026
Handlery Hotel San Diego
950 Hotel Cir N,
San Diego, CA 92108
Orange County
September 22, 2026
Hotel Fera Anaheim,
a DoubleTree by Hilton
100 The City Dr S,
Orange, CA 92868
Ontario
September 23, 2026
Delta Hotels Ontario Airport
2200 E Holt Blvd,
Ontario, CA 91761
Norwalk
September 24, 2026
DoubleTree by Hilton
13111 Sycamore Drive,
Norwalk, CA 90650
Ventura
September 25, 2026
Four Points by Sheraton
Ventura Harbor Resort
1050 Schooner Dr,
Ventura, CA 93001
San Jose
September 28, 2026
ADDRESS: TBD
Concord
September 29, 2026
Address: Tbd
Rohnert Park
September 30, 2026
OXFORD SUITES SONOMA COUNTY
67 Golf Course Drive West,
Rohnert Park, CA 94928
Sacramento
October 1, 2026
Four Points by Sheraton
Sacramento International Airport
4900 Duckhorn Dr,
Sacramento, CA 95834
on-demand
Projected Release Date: September 28, 2026
Class starts promptly at 8:00 AM and ends at 4:30 PM.
All locations include continental breakfast, lunch, and free parking.
Real Preparers. Real Feedback.
Success starts here.
★★★★★
“Worth it! “
— Mikey Chavez
★★★★★
“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
CE that’s actually worth your day.
Register early and lock in the early-bird rate.
You get a full day of practical training, CE credit, and a meal, for less than the regular price.
2026 Tax Toolbox
$339 early bird
Full-day live instruction
Continental breakfast & lunch
Free parking
CE credit for EAs, CRTPs & CPAs
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®
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.
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.