Unlock Success with Tom - Fall 2025

Learn about Tom's education and events over the next few months

Welcome to the Unlock Success with Tom edition of Tom Talks Taxes!

I will send an edition with information about my upcoming education and coaching opportunities three times a year. I hope to see you at one of these events!

If you cannot attend an event but still want to support my work, the best way to do so is to become a paid subscriber to Tom Talks Taxes. There is a Cyber Weekend sale through December 1, 2025: 20% off your first year! This gets you a free ticket to the Tom Talks Taxes 5th Anniversary Event — join hundreds of your colleagues!

Existing paid subscribers were registered via Zoom; please accept your invitation. If you add a paid subscription using this discount, you can register for free via this page.

Paid subscribers will also receive access to my one-hour Pre-Season Tax Talk on January 5, 2026, at 4:00 PM ET / 1:00 PM PT. Information will be announced in mid-December on the Pre-Season Tax Talk page.

Federal Tax Update: Webinar

I will teach Federal Tax Update (2025) on December 11 and 18, 2025, at 2:00 PM ET / 11:00 AM PT. This 6 CE/CPE course gives you pure update content — no filler to make up the time. This course is essential this year in light of the OB3 Act.

Our 2026 PASS (30+ CE/CPE plus additional benefits) will go on sale in early January 2026. Here’s a preview: In the 2026 season, we will have a mini-focus on representing taxpayers before the IRS and resolving their IRS-related issues.

Federal Tax Update: In-Person

Bellingham, WA - January 8-9, 2026 - Two-day seminar with federal tax update and other topics (with an emphasis on digital assets) with Matt Metras, EA (16 CE/CPE)

Wilsonville, OR - January 12, 2026 - Federal tax update (6 CE/CPE)

Sacramento, CA - January 13-14, 2026 - Federal/California tax update (8 CE/CPE)

Rohnert Park, CA - January 15-16, 2026 - Federal/California tax update (8 CE/CPE)

Torrance, CA - January 28, 2026 - Federal/California tax update (8 CE/CPE)

I won’t be teaching an in-person update in Nevada, but my good friends Shannon Hall, EA and Ryan Reichert, EA, CFP will be offering the Brass Tax Double Down in Reno and Las Vegas. This is the best in-person update available in Nevada!

Using these discount codes will get you to the event at $190 per day: two-day seminar BTDOUBLENV or one-day update seminar BTSINGLENV.

Get Next Level Insights from Tom with Coaching

I have had my signature Inner Circle program for over four years — and we have three openings starting in December. My goal is to save you hours of tax research, increase your tax knowledge, expand the types of engagements you can accept with confidence, improve your pricing so that you charge what you are truly worth, and challenge you to have a tax practice that prioritizes your health and wellness while giving the taxpayer the best experience and outcome possible.

We will review Inner Circle applications starting December 12, 2025.

I am launching a new program starting in January 2026; learn more at the Tom Talks Taxes 5th Anniversary Event on December 5, 2025!