1040 Annual Seminars
Discounts Available!
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$495 until 8/28/26 $525 after 8/28/26 $570 if within two weeks of event
(except Hawai'i locations)
Live In-Person Events
- PTI's Seminars are "Practitioner to Practitioner." We provide updates and reviews on the latest tax law needed for your practice. The same expertise and education you have come to love from PTI will be delivered at the listed locations in our 2026/2027 season. Please review each location to choose where you wish to attend. We have included a link to the contracted hotel with discount information.
- Each attendee will receive:
- Hardbound and digital 2026 Federal Tax Workbook
- Additional conference materials
- PTI Quick Reference Chart
- Our infamous Highlighter
- The PTI ruler
- Speaker's PowerPoint slides
- Exclusive online access to digital materials with any updates
Refund Policy
Cancellations 30 days or more in advance will receive a refund of 75%.
Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.
Cancellations less than 10 days prior to the conference will receive a refund of 25%.
Any refund requests will be handled by contacting our admin office here.
Meeting Rooms
We make every effort to provide a comfortable environment at our seminar locations. However, sometimes the thermostat does not always cooperate. We highly suggest you bring a sweater or light jacket as a precaution.
Lunch is on your own, except for Hawai'i locations. Generally there are several lunch choices near our event locations.
Learning Objectives
Upon completing this event, participants will:• Use the latest tax law concepts and strategies relevant to the preparation of 2026 individual and business tax returns including examples and real-world scenarios.• Provide clients with information about tax planning strategies.Delivery Method: Group-LiveProgram Knowledge Level: At least two years of professional experience with tax return preparation, along with knowledge of basic tax law, rules, and regulations.Advanced Preparation: None
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/
Perrysburg, OH
November 2-3, 2026
- Holiday Inn & Suites
- 27355 Carronade Drive
- $139+ tax valid thru October 1st
Cleveland, OH
November 4-5, 2026
- Holiday Inn, Cleveland South
- 6001 Rockside Road
- $125+ tax, valid thru October 12th
Greensboro, NC
November 17-18, 2026
- Hilton Garden Inn - Greensboro Airport
- 238 NC Hwy 68 South Airport at PAI Park
- 159+ tax, valid thru October 19th
Myrtle Beach, SC
November 19-20, 2026
- Ocean Reef Resort
- 7100 N Ocean Blvd
- $84-$184 + taxes and fees
- Valid thru October 19th
Ft Myers, FL
Nov 30 - Dec 1, 2026
- Hilton Garden Inn, Ft Myers Airport
- 16410 Corporate Commerce Way
- $139+ tax (king), $149+ tax (2 queens)
- Valid thru October 30th
Orlando, FL
December 2-3, 2026
- Hilton Garden Inn, Apopka City Center
- 580 E Main Street
- $139+ tax, valid thru November 1st
Honolulu
January 5-6, 2027
- Japanese Cultural Center of Hawai'i
- Manoa Grand Ballroom
- 2454 South Beretania Street