top of page

Convention Registration includes: 

  • UP TO 12 hours of Continuing Education credits covering topics such as:

    • Retirement Planning Chess: More than Just the End Game - includes provisions of SECURE 2.0 and innocent spouse

    • Coins in the Attic -  covering windfalls, treasure troves,  collectables, cryptocurrencies & inheritance.

    • Handling Common Problems with PTE Returns and Clients - covering concepts like basis tracking, difference in inside/outside basis, reasonable comp, partner comp, misclassification, messy or non-existent books (and balance sheets), digital asset issues

    • Ethics (Circular 230) and more!

  • Meals: Breakfast and Lunch on Thursday & Friday 

  • Fun Night on Thursday (Sep 21)

  • Closing Banquet on Friday (Sep 22) ONE banquet ticket included. If you would like to purchase an additional ticket for a guest, it can be arranged. 

bottom of page