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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Updated Beneficial Ownership Reporting requirements.
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New information regarding IRS audits, procedures, and OIC
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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.

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Network with fellow tax professionals and gain valuable insights from industry experts.

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!

Pricing

Update for 2024 Returns

$309

$269

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

Save $40.00

Discount valid until July 31, 2024

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 2025

Location TBD

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

Location TBD

Escondido

January 11

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

Torrance/Carson

January 13

Location TBD

Monrovia

January 14

Location TBD

Riverside

Date TBD

Location TBD

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-00150-23-I
Self-study UD2VU-U-00150-23-S

CTEC Course Numbers:

1008-CE-1174

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 became an EA after attending this training course, so he knows what you are going through. He is a dynamic speaker who presents information in a logical way that helps students retain what they’ve learned. He will make the class time interesting and encourage you to know you can succeed!

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.