PTI-Professional Tax Institutes LIVE in Myrtle Beach

Live In-Person Seminars

Register directly at this link below!

Seminar: Myrtle Beach SC, Nov 16-17, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)

Practitioner to Practitioner, we provide the updates and reviews needed for your practice.  The same expertise and education you have come to love from PTI will be delivered to the following locations in 2023/2024 season.  Please review each location to choose where you wish to attend.  We are also including the link to the hotel we have contracted with along with a discount information for the PTI price.  If you have any questions on registration please contact Terri Parry at tparry@ptitax.com.

Each attendee will receive:

• Hardbound copy of the 2023 federal tax workbook
• Additional conference materials
• PTI Quick Reference Chart
• Our infamous Highlighter
• Exclusive online access to
  • digital Federal Tax Workbook with any updates
  • Conference materials including all reference guides
  • Speaker's PowerPoint presentation slides

Registration is $439

Subject to a price increase after August 25, 2023  

Register directly at this link below!

Seminar: Myrtle Beach SC, Nov 16-17, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)

ABOUT THIS LIVE SEMINAR

Presenting 16 hours of the latest tax law information, we will cover:
Capitalization vs. Repair; ten years since these rules were released, let’s review.
Assets Eligible for Depreciation, what are the special rules for a trade or business?
Ethics and Protecting Client Data. Is a one-person practice is not too small for WISP. Do you have insurance coverage for a cyber-attack or data breech?
Independent Contractors. Helping taxpayers in specific niche markets is one way for a small tax office or an individual tax preparer to provide valuable expertise.
Affairs of a Deceased Taxpayer. The death of a loved one can be a challenging time but managing a new assets adds additional challenges.
New Developments. ERC, did you amend Form 941, or business financials or tax returns? Inflation Reduction Act, do we really understand the impact and changes?
Partnership Operations. Partnerships are governed by the organizing state statutes and by the partnership's operating agreement, have you read it?
Secure Act 2.0. We will look deeper into the law’s impact. Extended RMD age, 529 rollovers to ROTHs, new rules for Inherited IRAs, and backdoor ROTH conversions.
Small Business Issues. QBID refresher and a more in-depth look at Form 7203.
Special Taxpayers. Military personnel receive some special benefits, state of residence is important verses where they are stationed. Had an IRS audit lately? We will give you some insights to help you the next time.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

AGENDA

• 2023 New Developments (Inflation Reduction Act)
• Capitalization vs. Repair
• Small Business Tax Issues
• Ethics and Protecting Client Data
• Independent Contractors
• Partnership Operations
• Secure Act 2.0
• Special Taxpayers - Military and Audits
• Assets Eligible for Depreciation