Tax Season is Finally Over! Treat Yourself to Savings until April 30th.
Up to 45% Off
Save Now, Choose Later
Up to 35% Off
The Federal Tax Update
Up to 36% Off
The California Federal Tax Update
Join Us for a
New Orleans Conference Excursion
Relax and refresh after tax season at one of our conferences. With Save Now, Choose Later, you’re spoiled for choice when it comes to dream vacation resorts. Save up to 45% off the conference of your choosing. But hurry, pricing increases up to 13% after April 30th.
New Orleans, LA
May 18-22, 2026
Hotel Monteleone
Orlando, FL
July 6-10, 2026
Disney's Grand Floridian Resort
The Greenbrier, WV
August 10-14, 2026
The Greenbrier
Las Vegas, NV
October 26-30, 2026
Sahara
Boca Raton, FL
November 2-6, 2026
Waterstone Resort & Marina
Maui, HI
November 9-13, 2026
Four Seasons Maui
Phoenix, AZ
November 16-20, 2026
The Wigwam
Newport Beach, CA
December 7-11, 2026
Balboa Bay Resort
Las Vegas, NV
December 14-18, 2026
Wynn
Tax Day may be over, but some of your client’s have definitely filed for extensions. You’ve got some more work to do. Breathe. Reset with the Federal Tax Update while you wait for them to get their forms in order.
Your extension filers are going to be so much easier to deal with when you’ve got the right tax update to get you through those final filings.
The Federal Tax Update
- Annual inflation and cost of living adjustments for 2025
- What to know about the new Form 1099-DA
- Must-know federal disaster relief developments
- New Social Security identity verification requirements
- Form 1099-K Reporting Threshold changes
- Beneficial Ownership Reporting updates
- Updates to Commercial Clean Vehicle credits
- IRS Online Account: Identity Protection PIN info
- Proposed changes to Circular 230
- … And much more.
Get the full 2025 Federal Tax Update, plus hours of California-specific tax guidance. Built for professionals serving California clients.
The California Federal Tax Update
- New guidance from the FTB, EDD, BOE, and CDTFA
- How California continues to diverge from federal tax law
- Key audit triggers and areas of enforcement priority
- Updates across income, payroll, sales, and property tax
- The latest on California residency and sourcing rules
- Taxpayer implications of new legislation and regulatory actions
- Planning strategies for in-state and multistate businesses
- Practical insights for real clients—before they ask
- What’s already in effect—and what to prepare for next
- … And much more.
Do you like a little history with your vacay? We’ve got you covered at our New Orleans Conference. Attendees will be able to book a special evening walking tour through the French Quarter.
The Details:
May 20 | 2:30–4:30 PM
Starts + Ends at Jackson Square
$70 per person | $130 for two
Limited Availability
Book your New Orleans excursion below: