about pti meet the pti team helping you travel through the … · pti conference speakers present...

Serving Tax Professionals for 41 Years.

2019

®PROFESSIONAL TAX INSTITUTES, INC.VOLUME 41 NUMBER 1

Tax ConferencesPRSR

T ST

DU.

S. P

OSTA

GEPA

IDPE

RMIT

627

MAN

HATT

AN, K

S

CPE

CRED

ITS

Professional Tax Institute, Inc. is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of

CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual

courses. Com

plaints regarding sponsors may be addressed to National Registry of CPE Sponsors

through its website: www.learningmarket.org

PTI has entered into an agreement with the Office of Director of Practice, Internal Revenue Service,

to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of

attendance records, retention of program outlines, qualifications of instructors and length of class

hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality

of the program or its contribution to the professional com

petence of the enrolled individual.

Professional Tax Institutes, Inc. being approved by the National Association of State Boards for

continuing professional education also guarantees acceptance of CPE credits in all other states. PTI

also holds a separate license as a continuing professional education provider in the state of New Jersey.

With 800 education minutes over the conference period, the Tax Institute is recommended for 16 (CPE)

credit hours in taxation. Your state board of accountancy has the final authority on the acceptance of

individual courses

Addr

ess S

ervic

e Re

ques

ted

Meet the PTI TeamAbout PTI

Stay Connected

Helping You Travel through the Tax Season

Helping Yo

uTravel through th

e Tax Season

Serv

ing

Tax P

rofe

ssio

nals

for 4

0 Ye

ars.

®

Professional

Tax Institutes, Inc.

All PTI conferences are the direct resultof a collaborative effort of CPAs, EAs,attorneys and public accountants actively engaged in the areas of incomeand estate taxation.

We sincerely believe the “Practitionerto Practitioner” approach is the mosteffective way to provide quality CPE.

CONFERENCE MATERIALSAll conference attendees will receive our 2019 federal tax workbook and many additional conferencematerials.

Attendees also receive our “PTI Quick Reference Chart,”as well as online access to updated workbook text &late year law changes—tools you will find indispensableat your desk.

Register for our

Individual 1040 ConferenceFeaturing

TCJA...Season 2

Registration InformationWHO MAY ENROLLEnrollment is open to allCPAs, EAs, attorneys, accountants, CLUs, trustofficers, and other tax professionals regardless of years in practice or experience level.

INFORMATION FOR REGISTRANTSCancellations more than 30 days in advance will receive a refund of75%. Cancellations 10 – 30 days prior to the conference will receivea refund of 50%. Cancellations less than 10 days prior to the con-ference will receive a refund of 25%.

The content of the 1040 continuing education conferences includeboth tax law update and accounting issues. The conferences areprepared as an update to improve taxation skills for attendees withbasic to advanced technical knowledge. The teaching method usedin the course is the “group-live” format. Prerequisites for the twoday 16 CPE credit hour course are a basic working knowledge in theareas of taxation and accounting.

Professional Tax Institutes, Inc.

P.O. Box 77

Clay Center, KS 67432

Register for our

Individual 1040 Co

nference

Featuring

TCJA...Season 2

www.ptitax.com

Professional Tax Institutes, Inc

MEET THE PTI SPEAKERSPTI Conference speakers present our diverse subject matter in an informative, entertaining manner. If you are tired of presenters that merely read out of the book, then PTI is for you!. With our extensive tax practice experience, we truly understandpractitioners’ needs when it comes to continuing education.

RANDALL R. CARLSON, EAClay Center, KS

PAUL C. BUMGARNER, EACharlotte, NC

RONALD D. POWELL, EAAsheboro, NC

FRANCES COET, CPADenver, CO

LOUISIANAShreveport, LA #14Dec. 5 & 6, 2019Hotel - Sam’s Town Hotel & Casino

315 Clyde Fant ParkwayShreveport, LA 71101

Reserv - (877) 429-0711Rates - $90.00 + tax

Room Rate Cut-off Date: Nov. 11Group Code: SH12SG

Reference “PTI” and code above when making room reservationsFees - $400.00 received by Nov. 21

$440.00 received after Nov. 21

FLORIDAFt. Myers, FL #12 Dec. 2 & 3, 2019Hotel - Hilton Garden Inn at Airport

16410 Corporate Commerce WayFort Myers, FL 33913

Reserv - (239) 210-7213Rates - $119.00 + tax

Room Rate Cut-off Date: Nov. 2Reference “PTI” when making room reservationsFees - $400.00 received by Nov. 18


Orlando, FL #13 Dec. 3 & 4, 2019Hotel - Hilton Orlando/Altamonte Springs

350 S. Northlake BlvdAltamonte Springs, FL 32701

Reserv - (407) 830-1985Rates - $129.00 + tax

Room Rate Cut-off Date: Nov. 19Reference “PTI” when making room reservationsFees - $400.00 received by Nov. 19


HAWAII

Kahului, Maui #17Jan. 7 & 8, 2020Hotel - Maui Beach Hotel

170 Kaahumanu AvenueKahului, HI 96732

Phone - (808) 877-0051Registration and information contact:

Marilyn M. Niwao, M.S.P.H., J.D.,CPA, CGMA, ATANiwao & Roberts, CPAs, a P.C.2145 Wells Street, Suite 402Wailuku, HI 96793Phone - (808) 242-4600 ext. 224Fax - (808) 242-4607

Hawaii, Hilo #18 Jan. 8 & 9, 2020Hotel - Hilo Hawaiian Hotel

71 Banyan Drive, Hilo, HI 96720


Valerie Peralto, CPAPeralto & Co. CPAs Inc. PC180 Kinoole Street, Suite 302Hilo, HI 96720Phone - (808) 961-3462Fax - (808) 961-3571

Honolulu, Oahu #19Jan. 9 & 10, 2020Hotel - Pagoda Hotel

1525 Rycroft StreetHonolulu, HI 96814


Bryan Fukuhara1164 Bishop Street, Suite 530Honolulu, HI 96813Phone – (808) 523-1621Fax - (808) 599-8664

KANSASManhattan, KS #3Nov. 4 & 5, 2019Location - K-State Alumni Center

1720 Anderson AvenueManhattan, KS 66506

Conference Registration Fees:Fees - $400.00 received by Oct. 21

$440.00 received after Oct. 21Sleeping Rooms Available at:

Holiday Inn @ the Campus1641 Anderson AvenueManhattan, KS 66502

Reserv - (785) 539-7531Rates - $105.00 + tax (Includes Breakfast)

Group Code: TAXRoom Rate Cut-off Date: Oct. 5

Reference “PTI” when making room reservations

OHIOPerrysburg, OH #5 Nov. 11 & 12, 2019Hotel - Holiday Inn & Suites

27355 Carronade DEPerrysburg, OH 43551

Reserv - (567) 331-8900Rates - $119.00 + tax

Room Rate Cut-off Date: Oct. 28Reference “PTI” when making room reserv.Fees - $400.00 received by Oct. 28

$440.00 received after Oct. 28

Sandusky, OH #6 Nov. 12 & 13, 2019Hotel - Kalahari Resort & Conv. Center

7000 Kalahari DriveSandusky, OH 44870

Reserv - (419) 433-7759Rates - $119.00 + tax

Room Rate Cut-off Date: Oct. 12Reference “PTI” when making room reservationsFees - $400.00 received by Oct. 29


Cuyahoga Falls, OH #7Nov. 13 & 14, 2019Hotel - Sheraton Suites

1989 Front StreetCuyahoga Falls, OH 44221-3211

Reserv - (800) 325-3535Rates - $139.00 + tax

Room Rate Cut-off Date: Oct. 13Reference “PTI” when making room reserv.Fees - $400.00 received by Oct. 30


TENNESSEENashville, TN #9Nov. 18 & 19, 2019Location - One Century Place Conference Center

26 Century BoulevardNashville, TN 37214

Conference Registration Fees:Fees - $400.00 received by Nov. 4

$440.00 received after Nov. 4Sleeping Rooms Available at:Hotel - Embassy Suites

10 Century BoulevardNashville, TN 37214

Reserv - (615) 552-5440Rates - $139.00 + tax

Room Rate Cut-off Date: Oct. 18Reference “PTI” when making room reservations

GEORGIASavannah, GA #1Oct. 28 & 29, 2019Location - Coastal Georgia Center

305 Fahm StreetSavannah, GA 31401

Conference Registration Fees:Fees - $400.00 received by Oct. 14

$440.00 received after Oct. 14Sleeping Rooms Available at:Hotel - Hampton Inn & Suites

Savannah Historic District603 West Oglethorpe StreetSavannah, GA 31401

Reserv - (912) 721-1600Rates - $259.00-$189.00 + tax

Room Rate Cut-off Date: Sep. 25or

Hotel - Embassy Suites Savannah Historic District605 West Oglethorpe StreetSavannah, GA 31401

Reserv - (912) 721-6900Rates - $149.00 + tax

Room Rate Cut-off Date: Sep. 27Reference “PTI” when making room reservations

NORTH CAROLINAGreensboro, NC #10Nov. 19 & 20, 2019Hotel - Sheraton Greensboro

at Four Seasons3121 West Gate City Blvd.Greensboro, NC 27407

Reserv - (336) 292-9161Rates - $145.00 + tax

Room Rate Cut-off Date: Oct. 19Reference “Ask for group reservations” when making room reservationsFees - $400.00 received by Nov. 5


SOUTH CAROLINAMyrtle Beach, SC #11Nov. 21 & 22, 2019Hotel - Ocean Reef A Seaside Resort

7100 N Ocean Blvd.Myrtle Beach, SC 29572

Reserv - (855) 842-6556Rates - $64.00 - $79.00 + tax + resort fee

Room Rate Cut-off Date: Oct. 21Group ID: Professional Tax Institute 2019Fees - $400.00 received by Nov. 7


WEST VIRGINIACharleston, WV #8 Nov. 14 & 15, 2019Hotel - Charleston Marriott Town Center

200 Lee Street EastCharleston, WV 25301

Reserv - (304) 345-6500Rates - $119.00 + tax

Room Rate Cut-off Date: Oct. 22Reference “PTI” when making room reservationsFees - $400.00 received by Oct. 31


ATTENTIONHotel sleeping rooms rates are only guaranteed until the date listed. We suggest you make yourhotel reservations as soon as possible to guarantee the availability of the posted rate.

Please check the PTI website for a list of hotelsand updates on hotels secured near the locationof your choice.

WASHINGTON

Lynnwood, WA #15Dec. 9 & 10, 2019Hotel - Lynnwood Convention Center

3711 196th Street SWLynnwood, WA 98036

Conference Registration Fees:Fees - $400.00 received by Nov. 25

$440.00 received after Nov. 25Sleeping Rooms Available at:

Best Western Alderwood19332 36th Avenue WLynnwood, WA 98036

Reserv - (425) 775-7600Rates - $94.99-$99.99 + tax

Room Rate Cut-off Date: Nov. 24Reference “PTI” when making room reservations

2019-2020 1040 Locations 41st Annual ConferenceALABAMA

Huntsville, AL #2Oct. 31 & Nov. 1, 2019Hotel - TBD

Reference “Alabama Association ofAccountants” when making roomreservations

Alabama information contact:Brenda Blevins - cell (256) 509-7926Alabama Association of Accountants2705 Artie Street Suite 27Huntsville, AL 35805Phone (256) 880-7225 or (256) 880-9881 [email protected]

PTI CONFERENCE REGISTRATIONREGISTER ONLINE TODAY @ www.ptitax.com

®

COLORADOGrand Junction, CO #4Nov. 7 & 8, 2019Hotel - Courtyard by Marriott

Denver, CO #16Dec. 11 & 12, 2019Hotel - Renaissance Denver Stapleton Hotel

3801 Quebec StreetDenver, CO 80207

Reserv - (303) 399-7500Reference “Public Accountants Society of Colorado” when making room reservationsColorado information contact:

Corrin E. Campbell1320 Cherryvale Rd.Boulder, CO 80303Phone (303) 440-3556Fax (303) 443-9177

2019 Conference Topics

PRACTITIONER to PRACTITIONER

PTI is anIRS approved

CPE provider

Do Not Send This Form if Registering ONLINESend Separate Form For Each Attendee

Full Name: _________________________________________________________________

Firm Name: ________________________________________________________________

Mailing Address: ____________________________________________________________

City: ________________________State/Province:__________Zip/Postal Code:___________

Telephone: ( ) _________________________________________________________

Email:_____________________________________________________________________

n CPA n EA n Other: ___________________________________________________

PTIN: _____________________________________________

Please Register Me in Conference Number:_____________

Conference City Location: _____________________________________________________

Conference Fee: $400.00

Super Early Bird Discount: (Received by 6/15 $40) (-)________

Early Bird Discount: (Received between 6/16-8/15 $25) (-)________

Late Registration Fee After 2-week cut off date: $40 (+)________

Paper registration Handling Fee: $10.00 (+)________

________ Total: $________

Phone: 800.771.1784 Fax: 785.632.2545

Preferred method of payment:n Check enclosed to cover the full fee

Make checks payable to: PTI, Inc.

Charge to: n VISA n Mastercard n American Express n Discover

Account Number exp

Cardholder (print): ___________________________________________________________

Authorized Signature: ________________________________________________________

Mail to: Professional Tax Institutes, Inc.P.O. Box 77Clay Center, KS 67432

CVV - REQUIRED:

n Individual taxpayer issuesn Ethics in tax practicen Clergyn International taxpayersn Calculating basisn Schedule K-1n Small business issues

n S corporationsn QBID updaten New developments: Business concerns

n Selected real estate topicsn Rulings and casesn Ag issues & rural investments

about pti meet the pti team helping you travel through the … · pti conference speakers present...

Documents