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Professional Tax Institutes, Inc.

DEVELOPING  ACCOUNTING  PROFESSIONALS  FOR OVER  40  YEARS

We are pleased to announce the 2018-2019

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
New Legislation: Individual Concerns & Business Concerns    Small Business Issues | IRS Updates  |  Rulings & Cases  |  Divorce | Ethics  |Qualified Business Income  | Entity Comparisons  |  C Corporations  |  Retirement Plans - Small Business  | Ag Issues and Rural Investments  

 

Conference Materials
All conference attendees will receive our 2018 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.

 
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.  
 
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.
  • Manhattan, KS #1 - Oct. 23-24, 2018     
  • Huntsville, AL #2 - Oct. 25-26, 2018     
  • Perrysburg, OH #3 - Oct. 29-30, 2018      
  • Sandusky, OH #4 - Oct. 30-31, 2018         
  • Hudson, OH #5 - Oct. 31-Nov. 1, 2018     
  • Grand Junction, CO #7 -  Nov. 8-9, 2018
  • Charleston, WV #8 - Nov. 12-13, 2018
  • Greensboro, NC #9 - Nov. 13-14, 2018
  • Myrtle Beach, SC #10 - Nov. 15-16, 2018
  • Nashville, TN #11 - Nov. 26-27, 2018
  • Ft. Myers, FL #12 - Nov. 28-29, 2018
  • Orlando, FL #13 - Nov. 29-30, 2018
  • Shreveport, LA #14 - Dec. 3-4, 2018
  • Mobile, AL #15 - Dec. 3-4, 2018
  • Savannah, GA #16 - Dec. 6-7, 2018
  • Lynnwood, WA #17 - Dec. 10-11, 2018
  • Denver, CO #18 - Dec. 13-14, 2018
  • Kahului, Maui, HI #19 - Jan. 8-9, 2019
  • Hilo, HI #20 - Jan. 9-10, 2019
  • Honolulu, Oahu HI #21 - Jan. 10-11, 2019

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

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


REGISTER VIA TELEPHONE

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

Huntsville, AL #2 - Oct 25 & 26, 2018
Holiday Inn Research Park
5903 University Drive
Hunstville, AL 35806
Room Reservations: (256) 830-0600,  Room rate: $99 +tax, Cut off Date: TBD            Room Group: Alabama Association of Accountants

Conference Registration & Information:

Alabama Association of Accountants
Location representative: Brenda Blevins, (256) 880-9881 or (256) 880-7225 (cell)
2705 Artie St. Suite 27, Huntsville, AL 35805
ashley@brendablevins.com, brenda@brendablevins.com

 

Mobile, AL #15 - Dec 3 & 4, 2018
Hampton Inn & Suites
1028 West I-65 Serve Road South
Mobile, AL  36609
Reservations: (251) 343-4007, Room rate: $99 + tax, Room Cut off date: TBD             Room Group: Alabama Association of Accountants

Conference Registration & Information:

Alabama Association of Accountants
Location representative: Brenda Blevins, (256) 880-9881 or (256) 880-7225 (cell)
2705 Artie St. Suite 27, Huntsville, AL 35805
ashley@brendablevins.com, brenda@brendablevins.com

Grand Junction, CO #7 - Nov. 8 & 9, 2018
Doubletree
743 Horizon Drive
Grand Junction, CO 81506
Reservations: (970) 241-8888, Room Group: Public Accountants Society of Colorado

Conference Registration & Information:

Public Accountants Society of Colorado Location Representative:
Location Representative: Corrin Campbell, (303) 440-3556, Fax: (303) 443-9177

 

 

Denver, CO #18 - Dec 13 & 14, 2018

Renaissance Denver Stapleton Hotel
3801 Quebec Street
Denver, CO  80207
Reservations: (303) 399-7500, Room Group: Public Accountants Society of Colorado

Conference Location Registration & Information Representative:

Public Accountants Society of Colorado Location Representative:
Corrin Campbell, (303) 440-3556,  Fax: (303) 443-9177

Kahului, Maui, HI #19 - Jan 8 & 9, 2019
Maui Beach Hotel
170 Kaahumanu Avenue
Kahului, HI 96732
Reservations: (808) 877-0051

 

Conference Location Registration & Information Representative:
Colleen Takamura, CPA, (808) 242-4600
Niwao & Roberts, 2145 Wells Street Suite 402, Waikuku, HI  96793
 

Hawaii, Hilo #20 - Jan 9 & 10, 2019
Hilo Hawaiian Hotel
71 Banyan Drive
Hilo, HI 96720
Reservations: (808) 935-9361

Conference Location Registration & Information Representative:

Valerie Peralto, CPA,  PO Box 763, Hilo, HI, 96721,  (808) 961-3462, Fax: (808) 961-3571

 

Honolulu, HI #21 - Jan 10 & 11, 2019
Pagoda Hotel
1525 Rycroft Street
Honolulu, HI 96814
Reservations: (808) 948-8370

Conference Location Registration & Information Representative:
Waler TY Lau, 2308 Liloa Rise, Honolulu, HI 96822; (808) 216-1128