Unlock Success with Tom - Fall 2024
Unlock Success with Tom - Fall 2024
Learn where you can take Tom's highly regarded tax update courses and more!
Welcome to the Unlock Success with Tom edition of Tom Talks Taxes! I will send an edition with my upcoming education and coaching opportunities every quarter.
If you cannot attend an event but still want to support my work, the best way is to become a paid subscriber to Tom Talks Taxes.
2024 Tax Update Courses
If you want tax updates via live webinar, I only do them through Compass Tax Educators. This year, I am doing 8 CE/CPE of tax updates for Compass on December 10 and 12, 2024, focusing on individuals, businesses, representation, and tax planning. You can get access to these webinars in three ways:
Buy the 8 CE/CPE tax update bundle.
Buy the 2024 PASS, which includes 30+ CE/CPE from our 2024 live webinars. You will get on-demand access to the prior live webinar content.
I am doing a lot of in-person tax update courses in January 2025. Some organizations may not have live registration links yet, but the event is scheduled:
January 2-3, 2025: Washington State Society of Enrolled Agents
January 6, 2025: Oregon Association of Tax Consultants
January 9-10, 2025: California Society of Enrolled Agents - North Bay Chapter
January 13, 2025: California Society of Enrolled Agents - South Bay Chapter
January 15, 2025: Arizona Society of Enrolled Agents - Phoenix West Chapter
January 16-17, 2025: California Society of Enrolled Agents - Sacramento Valley Chapter
January 27, 2025: Connecticut Society of Enrolled Agents (my only East Coast update!)
Join the InCite Community
In July, I launched the InCite community with my friends and colleagues Brad Messner, EA; Matt Metras, EA; and Natalie Kolodij, EA, CRETS. Join 220+ tax professionals committed to accuracy and collaboration as they grow their knowledge and businesses. Members get accurate answers to their questions because responses generally require a citation to a source.
I and the other group experts host monthly informal learning sessions. In 2024, I will be doing Form 1040 Finish Line (to help prepare members for the extension deadline), OH BOI!: Q&A on CTA Filing Requirements, 2025 Pricing Considerations and Strategies, and Last Minute Year-End Tax Planning Strategies.
It is a month-to-month subscription, so I recommend you test it out. I love the community and know you will, too, if you try it.
Webinar Education
I have several exciting webinars that I am teaching in the next few months.
Choice of Entity Tax Planning - October 31, 2024 - I will explain how I determine the best entity type for tax purposes. We will also discuss the pros and cons of each entity type from a tax perspective and how the upcoming TCJA cliff impacts all these decisions.
I received excellent feedback about our new on-demand webinar, The Tax Research Process. You WILL leave this class a better tax researcher. If you want to learn how to do tax research like I do, take this webinar!
I also have dozens of on-demand webinars on a variety of topics. My S Corporation 2-Part Series and 3-Part Rental Real Estate Series (with Natalie Kolodij) are very popular, along with my FREE webinar (yes, it is completely free) on Engagement Letters that I taught with Sherrill Trovato, EA, USTCP.
In-Person Education
I will co-teach the AICTP Tax Planning Academy in San Diego, CA, on October 23-25, 2024, and January 22-24, 2025. Join Dominique Molina, CPA, CTS, and me for a three-day intensive training program on integrating high-value tax planning into your practice. This event will transform your practice!
I have always enjoyed teaching for the CSEA Central Coast Chapter on California's beautiful Central Coast. This year, their seminar will be November 7-8, 2024, and registration is open. Over two days, I will teach 6 CE on tax updates and other topics, including Statutes of Limitations (a favorite topic) and ethics. Early bird pricing ends on September 30, 2024!
Prepare for the USTCP Exam
Earning the USTCP credential was a game-changer for my career. It is the hardest thing you can do in the tax world, but it is worth the effort!
I passed the 2014 exam with the help of Sherrill Trovato, EA, USTCP’s program. I am now the lead instructor for the program. We have over 20 years of experience preparing EAs and CPAs to pass the Tax Court exam, and over 80% of all exam passers since 2002 have been students in this program.
Registration is open for the 2025 cycle program, which starts on November 1, 2024.
Join Tom’s Premier Program: The Inner Circle
My goal in the Inner Circle membership 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.
Want to learn more? Visit my website and apply for membership if you are interested. There is a waitlist; you will be contacted when there is an opening.