A Trip to San Diego and A Review of the IRS Nationwide Tax Forum

I spent a fantastic week in San Diego in August, though the trip was more business than pleasure. As part of my Enrolled Agent continuing professional education requirements, I have to take courses in tax law and ethics. I take these courses every year, to keep my skill set sharp and to find out about the latest tax law updates.

This year, as opposed to completing online courses to fill the requirement, I decided to attend the IRS Nationwide Tax Forum. This was my first forum and I attended the San Diego session. The event was held at the Town and Country Resort and Convention Center. I stayed at the Town and Country during the week, so that I could walk downstairs to attend the training instead of driving to the location. The forum featured 40 different training topics, with each session lasting 50 minutes. There were also two networking receptions where attendees can enjoy light refreshments. I was pleasantly surprised by the effort that the vendors and IRS put into creating an enjoyable experience.


My thoughts

The forum was very informative. What I really liked was the fact that these brief sessions made it easy to customize my learning schedule. The speakers were knowledgeable and there were enough topics to satisfy all attendees at varying knowledge levels.

My only points of dissatisfaction were the hotel itself and the location. The staff at the Town and Country were excellent but even they couldn’t make up for the old rooms and less-than-pristine hotel exterior. Also, the hotel was conveniently located across the street from a major mall, but there weren’t many other attractions that could be easily accessed on foot. Many of San Diego’s main attractions could only be accessed by rental car or by extensively coordinating public transportation. Washington DC may have spoiled me a bit: I like being able to walk to everything that I want to see!

The upside of this hotel is that there were beautiful flowers everywhere. Here are a few pics that I snapped while walking around.

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If I attend next year (and I probably will), I will choose a different hotel that is closer to downtown San Diego and just rent a car to get around. Given the perpetually wonderful weather, I’m sure that any hotel I choose will be even more beautiful than the Town and Country.


Well, that’s my quick review of the IRS Nationwide Tax Forum, the Town and Country Resort and Convention Center, and, of course, what little of San Diego I got to see. Here’s hoping that my next trip to San Diego will include more sightseeing!

What’s Going On?

Hi everyone! My apologies for being away for so long: the past several months have been chock full of activity!

Firstly, I spent a week in San Diego, CA, taking refresher courses for CPAs and Enrolled Agents (as well as other tax professionals). I’ll share more information about that in a future post. To put it simply, I fell in love with California. I don’t anticipate an immediate move, but if the right opportunity appears, I would be open to living on the West Coast.

Secondly, I have a brand-new preschooler! She loves school, but the new routine has required me to make a few adjustments. Even little things, like spending 15 minutes working on homework – yes, she has homework – can really throw off the normal flow of the evening. It’s been totally worth it, though: she has been making new friends and has a great time every day. And yes, she’s learning new things. Every evening, she shares what she learned in school.

Lastly, I’m back in school myself! I decided to take a Corporate Finance class, just to expand my skill set. I have no interest in working for anyone’s finance department! I just love numbers and seeing how certain concepts connect to create a complete financial picture. One thing that I know for sure is, exposure is better than ignorance: I’d rather learn all that I can than to find myself ill-equipped to deal with a specific finance issue. Besides, even small businesses benefit from concepts that are taught in corporate finance courses. So here I am, back in school!


So, this post was just a quick catchup, before I get back onto my normal posting schedule. Talk to you all VERY soon!

It’s My Birth Month: Let’s Have Some Fun!

Hi everyone! I’m so excited because we are officially entering my favorite month of the year: August! Yes, I’m an August baby, and this time of year is my favorite! Aside from the fact that I enjoy each birthday that I’ve been blessed to experience, I love the last truly warm month of the summer, before the heat turns into cool autumn days.


In this space, I celebrate my birthday by GIVING away things (if you haven’t already gotten your free gift for visiting, this is good time to do so!) This month, I’ll be giving away more freebies and answering some of your burning questions. Please remember to check me out on Twitter, as I will be doing some fun stuff over there, too! I’m trying to give you all MORE of what you want and need, so there will be more posts covering the topics that interest YOU, regarding your financial health and legacy building.


I’ve been working hard on something special that I’ll be announcing in October, so look out for that, as well as something EXTRA special for the end of the year. I’m so excited that I can barely keep it secret! I can’t wait to share all of these updates and surprises with you all soon!