Menu
header photo

Professional Tax Institutes, Inc.

DEVELOPING  ACCOUNTING  PROFESSIONALS  FOR OVER  40  YEARS

 

We are pleased to announce the 2019-2020

conference dates and locations!

Download Our Official Conference Brochure

All PTI conferences are the direct result of a collaborative effort of CPAs, EAs, attorneys and public accountants actively engaged in the areas of income and estate taxation. We sincerely believe the “Practitioner to Practitioner” approach is the most effective way to provide quality CPE.

The content of the 1040 continuing education conferences include both tax law update and accounting issues. The conferences are prepared as an update to improve taxation skills for attendees with basic to advanced technical knowledge. The teaching method used in the course is the “group-live” format. Prerequisites for the two day 16 CPE credit hour course are a basic working knowledge in the areas of taxation and accounting.

Enrollment is open to all CPAs, EAs, attorneys, accountants, CLUs, trust officers, and other tax professionals regardless of years in practice or experience level.

Topics

Individual Taxpayer Issues - Ethics in Tax Practice - Clergy - International Taxpayers - Calculating Basis - Schedule K-1 - Small Business Issues -         S corporations - QBID Update - New Developments: Business Concerns - Selected Real Estate Topics - Rulings and Cases - Agricultural Issues and Rural Investments

 

Conference Materials
All conference attendees will receive our 2019 federal tax workbook and many additional conference materials. Attendees also receive our “PTI Quick Reference Chart,” as well as online access to updated workbook text & late year law changes—tools you will find indispensable at your desk.

 

General Conference Agenda:

7:00-8:00 am  Registration & Coffee

8:00 am   Session 1

9:40 am   Break

9:50 am   Session 2

11:30 am  Lunch on Your Own

12:30 pm  Session 3

2:10 pm    Break

2:20 pm    Session 4

4:00 pm    Day concludes

 
For online registrations, we utilize PayPal as our secure merchant account, to ensure your personal information is secure. With PayPal, you will be able to enter your credit or debit card information as a guest of PayPal or with your PayPal account if you have one.  
 
Group Registrations - Download Instructions
Our registration system has not changed, but we do have a step-by-step guide to help you register and pay for more than one attendee.
 
Locations in red and italics require registrants to contact their location representatives to complete the registration process by calling or emailing them. Contact information for those locations are at the bottom of this page.
  • #1 - Savannah, GA - October 28-29, 2019
  • #3 - Manhattan, KS - November 4-5,2019
  • #4 - Grand Junction, CO - November 7-8, 2019
  • #5 - Perrysburg, OH - November 11-12, 2019
  • #6 - Sandusky, OH - November 12-13, 2019
  • #7 - Cuyahoga Falls, OH - November 13-14, 2019
  • #8 - Charleston, WV - November 14-15, 2019
  • #9 - Nashville, TN - November 18-19, 2019
  • #10 - Greensboro, NC - November 19-20, 2019
  • #11 - Myrtle Beach, SC - November 21-22, 2019
  • #12 - Fort Myers, FL - December 2-3, 2019
  • #13 - Orlando, FL - December 3-4, 2019
  • #14 - Shreveport, LA - December 5-6, 2019
  • #15 - Lynnwood, WA - December 9-10, 2019
  • #16 - Denver, CO - December 11-12, 2019
  • #17 - Maui, HI - January 7-8, 2020
  • #18 - Hilo, HI - January 8-9, 2020
  • #19 - Honolulu, HI - January 9-10, 2020

 

Refund Policies

  • Cancellations 30 days or more in advance will receive a refund of 75%.
  • Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.
  • Cancellations less than 10 days prior to the conference will receive a 25 % refund.

Register by Mail and Fax

Mail: Professional Tax Institutes, Inc.
Address: PO Box 77 Clay Center, KS 67432
Phone: 785-777-2557
Fax: 785-632-2545


 

Please contact the location representative to register for one of the following PTI conferences:

Grand Junction, CO #4 - November 7-8, 2019

Courtyard by Marriott
765 Horizon Drive
Grand Junction, CO 81506
Reservations: (970) 263-4414, Reference "Public Accountants Society of Colorado" when making room reservations.

Conference Location Registration & Information Representative:
Vicki Schrock, PASC Program Manager

PHONE: (303) 452-8227,  FAX: (303) 457-0770
2460 W 26th Ave. Suite #245-C, Denver, CO,  80211

Denver, CO #16 - December 11-12, 2019

Renaissance Denver Stapleton Hotel
3801 Quebec Street
Denver, CO 80207
Reservations: (303) 399-7500, Reference "Public Accountants Society of Colorado" when making room reservations.

Conference Location Registration & Information Representative:
Vicki Schrock, PASC Program Manager

PHONE: (303) 452-8227,  FAX: (303) 457-0770
2460 W 26th Ave. Suite #245-C, Denver, CO,  80211

Kahului, Maui, HI #17 - January 7-8, 2020
Maui Beach Hotel
170 Kaahumanu Avenue
Kahului, HI 96732
Reservations: (808) 877-0051

Conference Location Registration & Information Representative:
Marilyn M. Niwao, M.S.P.H., J.D., CPA, CGMA, ATA   

PHONE: (808) 242-4600 ext. 224,  FAX: (808) 242-2607
Niwao & Roberts, CPAs, a PC, 2145 Wells Street Suite 402, Waikuku, HI  96793

Hawaii, Hilo #18 - January 8-9. 2020
Hilo Hawaiian Hotel
71 Banyan Drive
Hilo, HI 96720
Reservations: (808) 935-9361

Conference Location Registration & Information Representative:
Valerie Peralto, CPA 

PHONE: (808) 961-3462,  FAX: (808) 961-3571
Peralto & Co. CPAs Inc., PC, 180 Kinoole Street, Suite 302, Hilo, HI 96720

Honolulu, Oahu #19 - January 9-10, 2020
Pagoda Hotel
1525 Rycroft Street
Honolulu, HI 96814
Reservations: (808) 948-8370

Conference Location Registration & Information Representative:
Bryan Fukuhara

PHONE: (808) 523-1621,  FAX: (808) 599-8664
1165 Bishop Street, Suite 53, Honolulu, HI, 96813