Seven reasons to get out of the office and into a Tax Season Updates workshop

If you've been meaning to sharpen your knowledge before the busy season, there's no substitute for an in-person Tax Season Updates (TSU) workshop. You'll leave with clarity, confidence and practical steps you can use immediately.  

1. Stay current on major tax changes 

The One Big Beautiful Bill Act (OBBBA) brought sweeping changes, and your clients look to you for understanding and impact. Being in the workshop helps you translate the new law and IRS guidance into real choices for clients, not just headlines. Instructors will flag late-year developments and remind you how to track pending items, so you're ready for January curveballs and post-holiday updates.  

2. Earn valuable continuing professional education (CPE)  

Knock out your required hours and learn about the issues you'll see from January through April. Sessions are structured for working pros, which means you'll cover what matters most. Receive up to 16 CPE for AFSP, EA, CPA, CRTP and CFP®.  

3. Get real-time answers to real-life scenarios 

Bring your thorny questions. Instructors and peers have seen it, filed it and explained it to clients. You'll walk out with answers you can stand behind. If you hit a similar situation later, you'll know exactly where to look and how to explain it to a client.  

4. Learn through hands-on, practical examples 

You'll work through case studies, scenarios and forms, so the learning sticks and you can apply it starting the very next day. Practice the professional skills that move a return from compliant to well-optimized, like entity selection, basis tracking and credit interactions.   

5. Connect with tax pros who "get it" 

In-person workshops attract practitioners who share your challenges. Hallway conversations often turn into referrals, second opinions and a supportive network you can lean on all tax season and beyond. Connect with others and you'll leave with contact names for state-specific questions.  

6. Hear it before it hits the streets 

Instructors often share insights you won't get from a slide deck or a replay, including what's changing, what isn't and how to position your guidance to clients. You'll also hear where the IRS is focusing attention, which issues are generating notices and where documentation matters most. That kind of context protects your client’s trust and relationships, along with your reputation and practice.  

7. Learn faster, retain more in person 

When the stakes are high and the content is complex, having a live instructor, peers to engage with and immediate feedback beats multitasking at your desk. You can focus without office interruptions, build muscle memory with exercises and return to your practice reenergized for the rush ahead.  

Bonus reason: have fun! 

Two days with your people is energizing. You'll swap stories, compare tech tips and enjoy the buzz of being around pros who love this work. You'll head home with new ideas and energized for the upcoming busy season.  

Ready to reset your confidence for the busy season? 

Be prepared for the next season. Register for an in-person TSU near you. We’ll be in over 65 cities across the nation, including in: 

• Lakewood, CO 
• Grapevine, TX  
• Iselin, NJ 
• Carmel, IN  
• Honolulu, HI 
• Atlantic City, NJ 
• Tempe, AZ