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Tax Update Seminar

Brass Tax Presentations is here to help you navigate through the complexities of tax strategies and regulations.

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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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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Prepare your clients for expiring TCJA provisions.
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Updated Beneficial Ownership Reporting requirements.
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Understand relevant tax situations your clients are facing for 2024 and how to solve them.
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New information regarding the administration and procedures of the IRS.
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Understand new tax strategies applicable for the 2024 taxable year.
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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 2024 Returns

$309

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

How It Works

In-person or on-demand, we have 18 locations to choose from:

Northern California

San Jose

December 9

Delta Hotel
2151 Laurelwood Rd
Santa Clara, CA 94954

San Francisco

December 10

DoubleTree – San Francisco Airport
835 Airport Blvd
Burlingame, CA 94010

Rohnert Park

December 11

Oxford Suites Sonoma County
67 Golf Course Drive West
Rohnert Park, CA 94928

Concord

December 12

Hilton Concord
1970 Diamond Blvd
Concord, CA 94520

Sacramento

December 13

Four Points
4900 Duckhorn Drive
Sacramento, CA 95834

Fresno

January 6

DoubleTree Hilton
2233 Cesar Chavez Blvd
Fresno, CA 93721

Southern California

San Diego

November 25

Handlery Hotel
950 Hotel Cir N
San Diego, CA 92108

Costa Mesa

December 2

Delta Hotel – Anaheim Garden Grove
12021 Harbor Blvd
Garden Grove, CA 92840

Cerritos/Norwalk

December 3

DoubleTree – Norwalk
13111 Sycamore Dr
Norwalk, CA 90650

Ontario

December 4

Ontario Airport Hotel
700 N Haven Ave
Ontario, CA 91764

Burbank

December 5

LA Marriott Burbank Airport Hotel
2500 N Hollywood Way
Burbank, CA 91505

Ventura

December 6

Crowne Plaza
450 E. Harbor Boulevard
Ventura, CA 93001

San Diego

January 9

Handlery Hotel
950 Hotel Cir N
San Diego, CA 92108

El Cajon

January 10

Sycuan Casino Resort
5469 Casino Way
El Cajon, CA 92019

Escondido

January 11

California Center for the Arts
340 N. Escondido Blvd
Escondido, CA 92025

Torrance/Carson

January 13

Holiday Inn
19800 S. Vermont Ave
Torrance, CA, 90502

Monrovia

January 14

Courtyard Marriott
700 W Huntington Dr
Monrovia, CA 91016

Riverside

January 16

Marriott Riverside at the Convention Center
3400 Market Street
Riverside, CA 92501

On-Demand Webinar

Target release date is December 4

The book and other materials will be sent to you by US Mail

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-00161-24-I
Self-study UD2VU-U-00161-24-S

CTEC Course Numbers:

1008-CE-1187

NASBA

Provider ID 142999
CPA credit for in-person attendance only.

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.

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.