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digital resources

updated on August 20, 2024

2020 - 2024 Digital Resources

Access to these materials are available thru September of each year following our events. During our events we will provide a new password for the current season. Our materials are copyrighted, are for the use of our attendees, and are password protected.
Copyright is not claimed on any subject matter obtained from governmental sources and IRS Publications. These are shared for convenience.
If you have any problems accesssing the information in the secure folder, please contact Ron Powell at rpowell@ptitax.com.
Materials are presented in yearly folders and can be downloaded. Examples of files in each folder are:
  • Annual Federal Tax Workbook published by University of Illinois Tax School
  • Updates to the Federal Tax Workbook
  • Annual PTI Quick Reference Chart
  • Speaker presentation slides in PDF
  • Various other public materials used in support of new developments or referenced in our presentations
The button below will take you to a secure DropBox where you can download the current digital materials using the password provided at our events.
Attendee Resources
PTI is not resonsible for any additional data service charges you may incurr for downlading materials from this link. A subscription to DropBox is not required to access and download.

Assisting your journey through tax season.

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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

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