Tax Update Seminar

Stay ahead of the curve with our comprehensive in-person Tax Update Seminar; from understanding changes in tax laws to optimizing your tax returns, this seminar is designed to equip you with the knowledge and tools necessary to handle the upcoming tax season confidently.

What You’ll Learn

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The future of EV and clean energy credits

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TCJA – what’s hot, what’s not

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Changes to Circular 230

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Stay up-to-date on the latest tax laws, court cases, revenue rulings, and more

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Get an early look at new IRS and CA forms through line-by-line calculations and worksheets

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Understand relevant tax situations your clients are facing for 2025 and how to solve them

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Equip yourself with key tools, such as worksheets, flowcharts, and checklists, to simplify tax preparation.

What You Get

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400+ page printed manual
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Free FAST FACTS reference card!
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Free CA NONCONFORMITY reference card!
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Network with fellow tax professionals and gain valuable insights from industry experts.

Pricing

Update for 2025 Returns – early bird discount

$359

$329

We have one of the lowest-cost in-person tax update seminars in the entire industry!

Discount valid through April 1, 2025.

Locations & Dates

Northern California

San Jose

December 8, 2025

Delta Hotels
2151 Laurelwood Rd, Santa Clara, CA 95054

San Francisco

December 9, 2025

Location: TBD

Concord

December 10, 2025

Location: TBD

Rohnert Park

December 11, 2025

Location: TBD

Redding

December 12, 2025

Location: TBD

Sacramento

December 15, 2025

Location: TBD

Fresno

December 16, 2025

Location: TBD

Southern California

San Diego

November 24, 2025

Handlery Hotel
950 Hotel Cir N, San Diego, CA, 92108

Costa Mesa

December 1, 2025

Delta Hotels By Marriott, Anaheim-Garden Grove
12021 Harbor Boulevard, Garden Grove, CA, 92840

Norwalk

December 2, 2025

Location: TBD

Ontario

December 3, 2025

Location: TBD

Burbank

December 4, 2025

Location: TBD

Ventura

December 5, 2025

Location: TBD

San Diego

January 8, 2026

Handlery Hotel
950 Hotel Cir N, San Diego, CA, 92108

El Cajon

January 9, 2026

Sycuan Casion
5469 Casino Way, El Cajon, CA, 92109

Escondido

January 10, 2026

Location: TBD

Torrance

January 12, 2026

Location: TBD

Monrovia

January 13, 2026

Location: TBD

Riverside

January 14, 2026

Location: TBD

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.

8 CPE Credits

IRS CPE Course Numbers:

UD2VU-U-00165-25-I
Self-study UD2VU-U-00165-25-S

CTEC Course Numbers:

1008-CE-1190

NASBA:

Program ID # 142999 for in-person CPA credits

No Prerequisites
Intermediate Level
Field of Study: Taxes

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 headshot
Shannon Hall, EA headshot

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.

Success Starts Here

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Ryan and Shannon – great presenters & charisma.

5
Maureen Lewis
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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 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.
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Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs.

We have entered into an agreement 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 quality of the program or its contribution to the professional competence of the enrolled individual.

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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 the acceptance of 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.