Webinar: 2025 1040 Individual Tax Conference Part D by Professional Tax Institutes, Inc.

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About This Webinar

We will review and describe notable specialized trusts that may serve taxpayers’ estate planning goals and achieve more favorable estate and income tax outcomes. IRS Business Tax Accounts are an online tool for businesses and practitioners to interact with the IRS and resolve issues. Tax Court decisions are binding only on a particular case, however, reviewing cases can explain IRS’s arguments, taxpayer’s arguments, and the Tax Court’s reasoning.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Presenters

Paul Bumgarner, Charlotte, NC

Shareholder, ABA, ATA, ATP, ARA

Paul is a sole practitioner in Charlotte, NC. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a degree in accounting. He has served as a seminar speaker for various accounting organizations for more than 35 years, 20 of which as a farm and small business tax instructor for NC State University.

Ronald D Powell, Ocean Isle Beach, NC

Enrolled Agent, Webinar Host

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 30 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 25 years. He has been with PTI since 2017.

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