This filing season update is specifically tailored for the California tax professional preparing federal, and California returns. Tax law changes during 2024, both related to the economic effects of the pandemic and not, will be discussed in-depth, along with changes based on cases and tax agency guidance. Attendees will learn details of tax aspects of any legislation passed by Congress before the seminar commences. 

This event is brought to you by the North Bay Chapter. 

General Overview

If you have questions not related to registration, please send an email to


  • Two options: 1) In-person at Oxford Suites Sonoma County OR 2) online via your Learning Center

  Dates | Times

  • Thursday, January 11, 2024
    • 10:00 - 11:30 am, Pacific, Complimentary Tax Practice Management Workshop for in person attendees only
    • 11:30 am - 1:00 pm, Pacific, Lunch on own
    • 1:00 - 4:50 pm, Pacific, Federal Tax Update
    • 5:05 - 6:15 pm, Complimentary reception for in person attendees only
  • Friday, January 12, 2024
    • 7:45 - 8:15 am, Pacific, Complimentary continental breakfast for in person attendees only
    • 8:15 - 10:00 am, Pacific, Federal Tax Update
    • 10:00 am - 12:00 pm, Pacific, California Tax Update

  Pricing (in-person or webinar, both days)

By December 15 at midnight
  • North Bay Chapter Members $120 | CSEA Members $240 | Non-Members $295
December 16 - January 10 at midnight
  • North Bay Chapter Members $275 | CSEA Members $275 | Non-Members $340


Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is editor-in-chief of EA Journal and Think Outside the Tax Box, a tax strategy newsletter for tax professionals. In addition, Tom is the co-author of the PassKey Learning Systems EA Review Series and co-owner of Compass Tax Educators.

He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice Institute Fellow, a Certified Tax Resolution Specialist, and admitted to the bar of the United States Tax Court as a non-attorney.

Tom earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He received the 2019 Excellence in Education Award from NAEA.

  Continuing Education

  • EA: 6 hours Federal Tax Law Update
  • CRTP: 6 hours Federal Tax Law Update and 2 hours California Tax
  • CPA: 8 hours Taxes (NASBA)
  • Attorney: 6.75 hours Taxation Law (CA Bar MCLE)
  • CSEA/NAEA: 8 hours required for membership

Registration Options (choice of in-person OR online)

If you have questions about registration, please email us at

   In-person Details & Registration

    Online Details & Registration

  • Location | Online via your Learning Center
  • Relax in the comfort of your own home or office!

Register to attend online