Unlock Success with Tom - Winter 2024
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 my upcoming education and coaching opportunities three times per 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. There is a Cyber Weekend sale through December 2, 2024: 20% off your first year!
Paid subscribers will receive access to my Pre-Season Tax Talk on January 7, 2025, at 4:00 PM ET / 1:00 PM PT. A formal announcement and Zoom link will be sent to paid subscribers in early December.
Webinar Education
I only do webinar education through Compass Tax Educators. We have two FREE webinars so you can experience the Compass difference:
Engagement Letters with Sherrill Trovato, EA, USTCP (no CE/CPE)
Federal Disasters: What You Need to Know (1 CE/CPE)
I teach 8 CE/CPE of federal tax update on December 10 and 12, 2024. My updates emphasize essential 2024 and 2025 issues and trends and do not review basic tax law principles to fill up time. We also discuss the planning and practice implications of our topics.
Our 2025 PASS (30+ CE/CPE plus additional benefits) will go on sale in early 2025; however, we are doing a 2024 pre-sale from December 16, 2024 through December 23, 2024, with early bird pricing. Mark your calendars!
In-Person Education
I love in-person continuing education, and I am doing A LOT of it in January — earning many frequent flyer miles.
Bellingham, WA - January 2-3, 2025 - Two-day seminar including 2024 federal tax update and other topics, including S corporations and ethics (16 CE/CPE)
Wilsonville, OR - January 6, 2025 (plus livestream) - Federal tax update (6 CE/CPE)
Rohnert Park, CA - January 9-10, 2025 (plus livestream) - Federal and California tax update (8 CE/CPE) plus a bonus practice management session for in-person attendees - InCite members will join Tom at a wine tasting at a local venue!
Las Vegas, NV - January 13, 2025 - Federal tax update (7 CE/CPE) with the Nevada Society of Enrolled Agents (no online registration link)
Phoenix, AZ - January 15, 2025 - Federal tax update (7 CE/CPE)
Sacramento, CA - January 16-17, 2025 - Federal and California tax update (8 CE/CPE)
Torrance, CA - January 20, 2025 - Federal and California tax update (8 CE/CPE) with the CSEA - South Bay Chapter (no online registration link)
Bristol, CT - January 27, 2025 - Federal tax update (8 CE/CPE) - my only East Coast in-person update seminar
In 2025, I’ll be helping students prepare for the U.S. Tax Court exam, so I am doing less in-person education, but I’ll be in Oregon, Nevada, Virginia, and California.
Ryan Reichert, EA, CFP and I will tour California in July and co-teach an 8 CE/CPE Entity Essentials seminar through Brass Tax Presentations. This isn’t to be missed! Registration for the seminar will open next year.
Join the InCite Community
I am so 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.
Tax season is approaching quickly, and InCite will provide the support you need to be successful respectfully and collaboratively!
Small 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.
Starting in 2025, I am offering an enhanced Platinum Inner Circle program that includes one-on-one consultations with me — something I have not offered in years.
We will review applications for openings the week of December 9, 2024.