Honolulu, Oahu
January 5-6, 2027
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
- Rulings & Court Cases 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 emailing Terri Parry at 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
Hotel reservations for this location will be on your own as the event is not co-located within a hotel
This event is sponsored by the Hawaii Association of Public Accountants. For registration and information for this event, contact:
Eric Matsuda
1481 S King Street, Suite 523
Honolulu, HI 96814
(808) 949-7651
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
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Paul Bumgarner
