Registration Fee$510 after 8/29/25 before 11/2/25$550 after 11/2/25
Hotel Information
Course outline
Presenting 16 hours of the latest tax law information, we will cover:
- At least four hours on The New Tax Bill, One Big Beautiful Bill Act (OBBBA)
- New Developments (OBBBA, Social Security Fairness Act, New Disaster Relief provisions)
- Individual Taxpayer (OBBBA, Schedule A Items, Theft losses related to Internet scams)
- Ethics - Due Diligence & Ethical Practitioner
- S Corp Formation
- Small Business (OBBBA, Retirement plans)
- IRS Update (Business tax accounts, IRS Online Services)
- Real Estate Rental Activity Issues
- Various Specialized Trusts
- Schedule E 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
Ocean Reef Resort 7100 N Ocean Blvd Myrtle Beach, SC 29572
Details
- $104.36 - $188.36 (includes tax and resort fees)
- Valid until October 20, 2025
- Reference group code "PTI111ORR" or "Professional Tax Institutes 2025"
Reservation Link
Call for reservations
Reservation phone
(855) 571-0904, option 2
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
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/