UPDATE FOR 2023 RETURNS
Not just theory... Real-life application!
The most common comment we hear from tax professionals is that they get the new rules, but have trouble understanding the real life application. Our mission is to show you not only the new law, but also how it will apply to the tax forms you prepare for your clients.
Things you'll learn...
- Complete coverage of IRS & CA forms
- Line-by-line calculations on new forms & worksheets
- Big changes to the standard deduction
- A potential extension of 100% bonus depreciation through 2025
- Important details of SECURE Act 2.0
- New regs explaining retirement plans
- New energy credit rules for personal and commercial vehicles
- CA adjustments calculated and illustrated on Form 540 Sch CA
- Case studies – Client documents to completed tax return
- New tax laws, court cases, revenue rulings, and more...
- Worksheets, flowcharts, and checklists to help you keep it all straight
Includes...
- 400+ page manual
- Free FAST FACTS reference card!
- Free CA nonconformity reference card!
Information you can use in the REAL WORLD!
meet the instructors
Ryan Reichert, EA , CFP®
Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His background in financial planning and business ownership makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics down into presentations that keep attendees engaged and learning throughout the whole 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.
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.
This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.
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 .