PTI - Professional Tax Institutes 1040 Conference

  • Thursday, November 17, 2016
  • 8:00 AM
  • Friday, November 18, 2016
  • 4:00 PM
  • Ocean Reef Resort, Myrtle Beach, SC

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38th Annual Conference


New Developments - Individual taxpayer issues - Retirement - Amended Returns - S Corp Shareholder issues - IRS Update - Ethics - Trusts (intermediate) - Small Business issues - Ag Tax Issues - Rulings & Cases - S Corporations - Wealth Accumulation and preservation

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

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 refund of 25%.

The content of the 1040 continuing education conferences includes both tax law update and accounting issues. The conferences are prepared as an update to improve taxation skills for attendees with intermediate to advanced technical knowledge. The teaching method used in the courses 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.

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.

All conference attendees will receive our 2016 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.

PTI Conference speakers present our diverse subject matter in an informative, entertaining manner. If you are tired of presenters that merely read out of the book, then give PTI a try. With a combined 157 years of tax practice experience, we truly understand practitioners’ needs when it comes to continuing education.

Randall R. Carlson, EA, Clay Center, KS
Richard A. Minot, CPA, Tustin, CA
Stephen F. Valentine, EA, Orlando, FL
Paul C. Bumgarner, EA, Charlotte, NC


Professional Tax Institute, Inc. is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to NASBA, 150 Fourth Avenue North,  Suite 700, Nashville, TN 37219-2417.

PTI has entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.

Professional Tax Institutes, Inc. has also entered into agreements as a CPE sponsor with the Accreditation Council for Accountancy and Taxation. PTI is registered as a CPE sponsor with the state boards of Delaware, Illinois, Indiana, New Jersey, New York, Ohio, South Carolina, and Texas. With 800 educational minutes over the conference period, the Tax Institute is recommended for 16 (CPE) credit hours in taxation. Your state board of accountancy has the final authority on the acceptance of individual courses.


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