Meeting tax professionals education needs
Our "practitioner to practitioner" approach unique and effective in providing interactive tax law updates
- Nationally recognized speakers
- Delivering in-person live events for over 45 years
- Real-world experiences conveying the latest tax law updates
About us
Industry expert speakers
Our speakers each have over 30 years of business experience in the accounting and tax professions. We provide practice updates, networking opportunities, timely and up-to-date conference materials in a "lecture and cast study" format to ensure real-world applications. Prerequisites for our conference are a basic working knowledge in taxation and accounting. The materials presented are designed to update and improve taxation skills for attendees with a basic to advanced technical knowledge. The teaching method is a "group-live" format for both in-person an webinar events. Our courses are designed for CPAs, Attorneys, Enrolled Agents, and tax practitioners.
What you get!
- 16-hours of IRS and NASBA approved continuing education
- PTI Quick Reference Chart
- Speaker's PowerPoint presentation slides
- Exclusive online access to conference materials
- A copy of the 2024 federal tax workbook
- Printed, bound copy for in-person event attendees
- Digital copy for all attendees
- Our infamous PTI highlighter and ruler
Led by national speakers
Randy Carlson, EA, ABA, ATA, ATP, ARA
President / Speaker
Read Randy's Biography
Paul Bumgarner EA, ABA, ATA, ATP, ARA
Speaker / Shareholder
Read Paul's Biography
Ron Powell, EA
Speaker, Webmaster, Webinar Host, IT
Read Ron's Biography
Fran Coet, CPA/DFF, CVA, DFP®, MAFF
Speaker
Read Fran's Biography