Professional Tax Institutes, Inc.
Upcoming
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Wednesday, August 26, 2026 · 3:00 PM EDTTrump Accounts are tax-advantaged investment accounts for U.S. children under 18, designed to jumpstart long-term financial security. They carry a one-time $1,000 federal seed deposit for eligible children born between 2025 and 2028. Family and fr...
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Tuesday, November 17, 2026 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, C... -
Thursday, November 19, 2026 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, C... -
Monday, November 30, 2026 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, C... -
Wednesday, December 2, 2026 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, C...
On-demand
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Wednesday, June 24, 2026 · 3:00 PM EDTWhat makes a minister's tax return so different? This presentation will provide a define a minister to include the Wingo vs Commissioner court case from 1987. Are ministers treated as self-employed or employee? What is a dual-status minister an...
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Friday, May 8, 2026 · 2:00 PM EDTTax practitioners can learn critical lessons from Tax Court cases that span from technical interpretations of the tax code to practical, day-to-day compliance and documentation strategies. Because the Tax Court is an independent judicial forum wit...
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Wednesday, December 3, 2025 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, ... -
Monday, December 1, 2025 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, ... -
Thursday, November 20, 2025 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, ... -
Tuesday, November 18, 2025 · 8:00 AM ESTThis is a seminar event; live in-person, on location
Presenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, ... -
Friday, July 25, 2025 · 9:00 AM EDTThis is a summary of HR1, One Big Beautiful Bill Act, passed by the House of Representatives on May 22, 2025, passed by the Senate on July 1, 2025 incorporating the Senate manager’s amendment to HR 1. On July 3, 2025 the House passed the Senate b...
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Wednesday, July 23, 2025 · 1:00 PM EDTThis is a summary of HR1, One Big Beautiful Bill Act, passed by the House of Representatives on May 22, 2025, passed by the Senate on July 1, 2025 incorporating the Senate manager’s amendment to HR 1. On July 3, 2025 the House passed the Senate b...
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Wednesday, October 30, 2024 · 8:00 AM EDTThis is a 2-day seminar event; live in-person on location
Presenting 16 hours of the latest tax law information, we will cover:
• New Developments (BOI, digital assets update, Form 6055)
• Individual Taxpayer (gift tax, ITIN, lawsuit settlemen... -
Tuesday, October 29, 2024 · 8:00 AM EDTThis is a 2-day seminar event; live in-person on location
Presenting 16 hours of the latest tax law information, we will cover:
• New Developments (BOI, digital assets update, Form 6055)
• Individual Taxpayer (gift tax, ITIN, lawsuit settlemen... -
Monday, October 28, 2024 · 8:00 AM EDTThis is a seminar event; live in-person on location
Presenting 16 hours of the latest tax law information, we will cover:
• New Developments (BOI, digital assets update, Form 6055)
• Individual Taxpayer (gift tax, ITIN, lawsuit settlement taxa... -
On-demandAs your client demographics age, what do you discuss with them about Social Security or Medicare related items? Did they invest enough for retirement? What about those day-to-day items and how to meet the ever-increasing costs? We will look at ...
Series
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Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, Capital Gain Strategies)
• Rulings and Cases
• Ethics – ... -
Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, Capital Gain Strategies)
• Rulings and Cases
• Ethics – ... -
Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, Capital Gain Strategies)
• Rulings and Cases
• Ethics –... -
Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, Theft losses related to Internet scams)
• Rulings and ... -
Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, Theft losses related to Internet scams)
• Rulings and ... -
Continuing EducationPresenting 16 hours of the latest tax law information, we will cover
• New Developments (One Big Beautiful Bill Act (OBBBA), Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, Theft losses related to Internet scams)
• Rulings and ...
