WEBINAR DETAILS
  • When
  • About
    This 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, Theft losses related to Internet scams)
    • Rulings and Cases
    • Ethics - Due Diligence and Ethical Practitioner
    • Small Business Issues (OBBBA, Retirement plans)
    • IRS Update (Business tax accounts, IRS Online Services, Alternative dispute resolution)
    • S Corp Formation
    • Real Estate Rental Activity Issues
    • Related-Party Issues
    • Various Specialized Trusts
    • Schedule E
    At least four hours of this event will cover the New Tax Bill, One Big Beautiful Bill Act

    IRS Provider #0FY01 & NASBA Sponsor ID #103026

    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
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