Unlock Success with Tom - Summer 2024

Huge announcement on July 1, 2024 that you cannot miss!

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. 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.

Paid subscription rates will increase to $15 per month and $120 per year, effective July 1, 2024; however, current subscribers will maintain their current rate for their subscription life. If you subscribe now, you will lock in lower rates for the life of your subscription. Click below for the paid subscriber benefits and to upgrade today!

Live Zoom Announcement on July 1

I am excited to announce the launch of a new venture with my colleagues and friends Brad Messner, EA, Matt Metras, EA, and Natalie Kolodij, EA, CRETS. This is the future of accurate collaboration in our industry, and I’m excited to tell you about it.

Register through Zoom to attend the launch at 1:00 PM ET / 10:00 AM PT. Attendees will receive exclusive offers — do not miss this!

Tax Research Intensive

After a few years of COVID-19 tax law changes, I am back to teaching my favorite class — tax research! I was excited to debut my newly revised tax research class at the California Society of Enrolled Agents (CSEA) Super Seminar a few weeks ago.

I will offer an intensive version of this class online with limited capacity through Compass Tax Educators this summer. To learn when registration opens, join our e-mail list or our Facebook group, the Compass Tax Educators Network. The course will likely sell out quickly as there has been a lot of interest in it.

Webinar Education

I have several exciting webinars that I am teaching in the next few months.

Investment Income Taxation - I decided to teach this course because I started buying individual bonds as yields increased. We will review a lot of essential information while delving into tax planning opportunities for investors.

Penalty and Interest Accruals - Tax professionals can show their value by minimizing penalties and interest. With IRS interest rates now at 8%, taxpayers are paying a lot more if they do not pay their taxes as required.

Refund Statute of Limitations - I wanted to teach this course simply because there is a lot of wrong information on this topic in the tax community. If you think the refund statute of limitations is three years from the return due date, I better see you in class!

These webinars are included in our 2024 PASS, which provides 30+ hours of CE/CPE of high-quality tax webinar education through 2024. You will get on-demand access to all the live courses from 2023 that we previously conducted.

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’m excited to head to Reno, NV, on July 21-24, 2024, for my first time teaching at the California Society of Tax Consultants Symposium. I’ll teach Disclosing Tax Return Positions, Tax Planning Strategies for Individuals, Tax Planning Strategies for Rental Property Owners, and Gambling Tax Issues. I’ll also be on the closing Stump the Tax Experts Panel.

I will co-teach the AICTP Tax Planning Academy in San Diego, CA on August 21-23 and October 23-25. 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’ll teach Examination Issues for Pass-Through Entities in Southern California for the San Fernando Valley and Los Angeles Chapters of CSEA on August 20, 2024.

I’ll be at the USA Tax Convention: Las Vegas Edition from September 18 to 20, 2024, teaching on several topics to be announced later.

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 will be available soon. The topics will be announced at that time.

I'll teach several 2024 tax update courses in person next January in Seattle, Portland, Sonoma, Sacramento, and Los Angeles. Details to be announced!

Group Coaching - Join 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 currently a waitlist; you will be contacted when there is an opening.