Contact us

Ft Myers, FL

November 30 - December 1, 2026
Event Registration
Registration Fee$495 until 8/28/26$525 after 8/28/26 before 11/16/26$570 after 11/16/26

Hotel Information

Course outline

Presenting 16 hours of the latest tax law information, we will cover:
  • New Developments (application of OBBBA)
  • Individual Taxpayer (reverse mortgage; charitable giving, strategies for capital gains)
  • Ethics - Navigating Client Misconduct
  • S Corporation Operations
  • Small Business (employee tax issues, EBLs/NOLs)
  • IRS Update (managing client penalties, MATH Act)
  • Military & First Responders Issues
  • Trust & Estate Issues
  • Equity Compensation
  • Related-Party Issues
  • Amending Returns 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 FTW can be purchased by email to admin@ptitax.com.
Internal Revenue Service Provider Number 0FY01
  • Group Live
  • Tax Law – 10 credits
  • Tax Law Update – 4 credits
  • Ethics – 2 credits
National Registry Sponsor Number 103026
  • Group Live
  • Tax – 14 CPE credits
  • Behavioral Ethics – 2 CPE credits

Hilton Garden Inn - Ft Myers Airport/FGCU 16410 Corporate Commerce Way Ft Myers, FL 33913

Details
  • $139 + tax
  • Valid until October 31, 2026
  • Reference "Professional Tax Institutes" or Group Code "90P"
Reservation Link
Reservation phone
(239) 210-7200
Program Details 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-Live Program 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. 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/

Speakers for this event

Randy Carlson
Paul Bumgarner
Ron Powell

Assisting your journey through tax season.

(785) 777-2557
facebook
PO Box 77 Clay Center KS 67432-0077 US
Home
About us
FAQ
Contact us
© Copyright 2024 Professional Tax Institutes, Inc. All rights reserved. All registered trademarks herein are the property of their respective owners.

Approved Continuing Education

  • In accordance with the standards set forth in Circular 230, section 10.6, CE credits have been granted based on a 50-minute hour. Internal Revenue Service Provider Number 0FY01
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. National Registry Sponsor Number 103026