WEBINAR DETAILS
  • When
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  • About
    This is a seminar event; live in-person, on location

    PTI is actively preparing comprehensive programs for the 2026-2027 season. Please revisit this page in late summer for updated information regarding this webinar's offerings. Below are the topics currently under development.

    IRS Provider #0FY01 & NASBA Sponsor ID #103026

    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, Capital Gain Strategies)
    • Rulings and Cases
    • Ethics – Navigating Client Misconduct
    • Small Business Issues (Employee Tax Issues, EBL & NOL)
    • IRS Update (Managing client penalties, MATH Act)
    • Military & First Responder Issues
    • S Corp Operation
    • Related-Party Issues
    • Trusts & Estates
    • Equity Compensation

    Updates will feature latest guidelines on One Big Beautiful Bill Act

    Program Details
    Learning Objectives: Upon completing this event, participants will:
    • Use the latest tax law concepts and strategies relevant to the preparation of 2025 individual and business tax returns including examples and real-world scenarios.
    • Provide clients with information about tax planning strategies.

    Delivery Method: Group-Live

    Program Knowledge Level: Intermediate

    Prerequisite(s): At least two years of professional experience with tax return preparation, along with knowledge of basic tax law, rules, and regulations.

    Advanced Preparation: None

    Materials: A printed copy of the Federal Tax Workbook (FTW) will be distributed at in-person events. The digital version of the FTW, PowerPoint presentation handouts, and other updated guidance will be accessible through our website to all paid attendees. Additional copies of the printed copy of the FTW can be purchased by email to admin@ptitax.com.

    Complaint resolution policy: Complaints regarding registered sponsors may be submitted to the following:
    • National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Sponsor Number: 103026,
    • Return Preparer Office Continuing Education via email rpo.ce@irs.gov Provider number: OFY01,
    • Professional Tax Institutes, Inc. through our website: https://ptitax.com/contact/get-in-touch/
  • Agenda
    • This is a 2-day seminar; live in-person, on location
    • 7am Registration & Coffee
    • 8am Presentation
    • 940a Break
    • 950a Presentation
    • 1130a Lunch
    • 1230p Presentation
    • 210p Break
    • 220p Presentation
    • 4pm End of the day
FEATURED PRESENTERS
  • Webinar hosting presenter

    Randall R Carlson, Clay Center, KS

    President, EA, ABA, ATA, ATP, ARA
    As president of Professional Tax Institutes, Inc., Randy has been in public practice for 40 years. He is a graduate of Kansas State University. He is also enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing...
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  • Webinar hosting presenter

    Paul Bumgarner, Charlotte, NC

    Shareholder, Enrolled Agent
    Paul is a sole practitioner in Charlotte, NC. After opening his practice in 1974, he became an enrolled agent in 1977. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a...
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  • 1731346606-36e971d1ec9ee390

    Ronald D Powell, Ocean Isle Beach, NC

    Enrolled Agent, Webmaster
    Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 24 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been...
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