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.
Complaints
Complaints regarding registered sponsors may be submitted to the following:• National Registry of CPE Sponsors through its website: www.nasbaregistry.orgSponsor 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/
1040 Annual Webinars
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October 28-29, 2026
8am - 1130a & 1230p - 4pm Eastern each day
- Live stream presentations via BigMarker
- Digital workbook & materials available on our website prior to course
- Hard copy of the workbook can be purchased by emailing admin@ptitax.com
- $430 until 8/28/2026
- $460 after 8/28/2026
- $490 if within 2 weeks of the event
November 9-12, 2026
1p - 430pm, Eastern each day
- Live stream presentations via BigMarker
- Digital workbook & materials available on our website prior to course
- Hard copy of the workbook can be purchased by emailing admin@ptitax.com
- $430 until 8/28/2026 $460 after 8/28/2026 $490 if within 2 weeks of the event
December 8-11, 2026
1p - 430pm, Eastern each day
- Live stream presentations via BigMarker
- Digital workbook & materials available on our website prior to course
- Hard copy of the workbook can be purchased by emailing admin@ptitax.com
- $430 until 8/28/2026 $460 after 8/28/2026 $490 if within 2 weeks of the event
Learning Objectives
• 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-Internet Live
Knowledge Level
Intermediate
Prerequisites
At least two years of professional experience with tax return preparation, along with knowledge of basic tax law, rules, and regulations.
Advance Preparations
None