Unlock Success with Tom - Spring 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 article 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 is to become a paid subscriber to Tom Talks Taxes.
Tom Talks Taxes Subscription Enhancements
In the future, I will randomly select a paid subscriber four times per year and offer them one free 30-minute consultation. Any topic is on the agenda—you pick!
In addition to this new benefit, Tom Talks Taxes paid subscribers receive the monthly Ask Tom Anything and Tax News You Can Use bonus articles, the ability to comment on posts, and access to the annual Pre-Season Tax Talk in January.
Webinar Education
Compass Tax Educators is gearing up for an exciting education season! I am teaching Business Entity Basis (2025) on May 1 and C Corporation Taxation Overview on May 15.
These webinars are included in our 2025 PASS, which provides 30+ hours of CE/CPE of high-quality tax webinar education throughout 2025, including any breaking news webinars related to forthcoming tax legislation.
I also have dozens of on-demand webinars on a variety of topics. If you have never taken a Compass webinar previously, try us out by taking one of our FREE webinars:
Engagement Letters (no CE/CPE) with Sherrill Trovato, EA, USTCP, and
Federal Disasters: What You Need to Know (1 CE/CPE).
In-Person Education
I’m excited to announce that I am doing a LIVE education tour with my friend Ryan Reichert, EA, CFP, throughout California during the last two weeks of July. We are co-teaching an 8 CE/CPE Entity Essentials seminar that you do not want to miss — there is special pricing through April 30, 2025.
Want to become a USTCP and pass the challenging Tax Court exam? I co-instruct the program with the best track record of preparing students for the exam. Our first in-person class is May 5-7, 2025 in Las Vegas, NV. Join us!
I’ll be visiting the Oregon coast on May 17, 2025, for the Oregon Society of Tax Consultants Spring Fling. I’ll be teaching Assessment Statute of Limitations, Making/Changing Entity Classification Elections, S Corporation Basis & Form 7203, and Penalty Abatement Strategies.
I will co-teach the AICTP Tax Planning Academy in San Diego, CA, on May 28-30, August 20-22, and October 27-29. 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’m excited to head to Reno, NV, on June 9-11, 2025, for the California Society of Tax Consultants Symposium. I’ll be teaching Mastering the Tax Research Process: Analyzing Tax Authority, Mastering the Tax Research Process: Practical Applications, and Individual Tax Update.
I’ll be staying in Reno for the California Society of Enrolled Agents (CSEA) Super Seminar on June 17-19, 2025. I’ll be teaching S Corporation Basis and Form 7203, Time’s Up: Statutes of Limitations, and the Hot Tax Topics Q&A Panel.
Join the InCite Community
I am proud to be a co-founder and active participant in InCite!
As the largest deeply technical tax community on the Internet, we hold ourselves and our membership to a high standard, ensuring that all information shared is accurate and citable. Whether you are a veteran with thirty years of experience or just starting your professional journey, InCite is the ideal home to help you grow.
Join Tom’s 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 join the waitlist if you are interested.
Tax Crime Junkies
Do you like true crime? Do you like taxes? If you answer yes to both questions, you MUST listen to Tax Crime Junkies, a podcast that I co-host with Dominique Molina, CPA, CTS. You will get hooked!