PTI - Professional Tax Institutes 1040 Conference

  • Tuesday, November 19, 2019
  • 8:00 AM
  • Wednesday, November 20, 2019
  • 4:00 PM
  • Sheraton at Four Seasons, Greensboro, NC


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.

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 refund of 25%.


Employment Issues - Investment Income - Ethics - Installment Income - Small Business Issues - Partnerships - Individual Taxpayer Issues - Self-directed IRAs and investment issues - Rulings and Cases - Beneficiary/Estate - IRS Update - Ag Issues - New Developments (if available) -

Conference Materials

All conference attendees will receive our 2017 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.

Additional Materials

Each registration includes a workbook and PTI Quick Reference Chart. Use the link below to purchase additional copies post or pre-registration.

Order and Pay Online here

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