Filing Season Recap and 2026 Tax Update
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, May 27, 2026
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
Banquet Room
555 W. Foothill Blvd
Claremont, CA 91711
Free Parking in Hotel Parking Lot

Topic: 

Each filing season is unique, and this year was no different. From new deductions to erroneous IRS notices, there has been plenty to keep us on our toes. In this 2 hour session we will discuss some of the challenges of the filing season this year, address ongoing issues, and look forward to 2026 with discussions about provisions taking effect this year.

Learning Objectives:
-Address ongoing concerns related to the 2025 return filing season
-Understand new regulations on 2025 provisions
-Review 2026 provisions and discuss planning opportunities

Presenter:

Shannon Hall, EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. She opened her tax firm, Shannon Hall Tax (creative, I know) in 2017, and before that worked for several tax preparation companies, both boutique and large scale.Shannon is a featured speaker for tax societies nationwide and a writer, presenter, and co-owner of Brass Tax Presentations. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.She is currently the president of the California Society of Tax Consultants, as well as serving as the Trainer for the Junior Leagues of California State Public Affairs Committee and on the board of directors for the Frida Cinema, a non-profit art house theater in Santa Ana , CA.

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02284-26-I
CTEC: 1000-CE-05770

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (online registration only accepted through Sunday, May 24, 2026 at 11:59 PM PST)
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cost: (if registering after Sunday, May 24, 2026 at 11:59 PM PST)*
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

NOTE: Online registration only accepted through Sunday, May 24, 11:59 pm. Late registration can be made with the chapter after online reservations close. Late registration Members: $55, Non-Members $85. For late registration please email [email protected] OR [email protected]. Provide name, PTIN, CTEC numbers and meal selection. We will respond within 24 hours. Pay on site, check or cash only, no credit cards. Limited space will be available for Walk-Ins. Late registration applies.

For more information please contact: [email protected] OR [email protected]

Cancellation and Refund Policy for Meeting Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.