| | TENTATIVE 1040 Workshops
Dates & LocationsThe Course ID Code is located next to the city name. All courses are held on subsequent days at the same location. - Day 1 – The Essential 1040 Workshop
- Day 2 – Beyond the 1040 Workshop
Registration - Register securely online by finding the location below that you wish to attend and clicking the REGISTER button located with that location. Some locations do not yet have online registration available.
- Call 800.558.3402, ext. 3.
- Download a copy of the registration form and fax it to 800.747.0001
Alabama Birmingham - F8066 - Nov. 17 & 18 Birmingham Marriott
3590 Grandview Pkwy
205.968.3775
Instructor: Larry Zimbler, MST, EA
Room Rate: $149 single/double if reserved by 10/17/08
Mobile - F8084 - Dec. 1 & 2
Arizona California Buena Park - F8039 - Nov. 5 & 6 Knott's Berry Farm Resort
7576 Crescent Ave
714.995.111
Instructor: Alice Orzechowski, CPA, EA, CMA
Room Rate: $99 single/double if reserved by 10/04/08 Using reference code 286975
San Francisco – F8037 - Nov. 5 & 6
Colorado Denver - F8086 - Dec. 3 & 4 The Timbers Hotel
4411 Peoria St
303.373.1444
Instructor: Bob Rehkamp, CPA
Room Rate: $139 single/double if reserved by 11/02/08
Connecticut Bridgeport - F8056 - Nov. 12 & 13 Waterbury - F8005 - Oct. 20 & 21 Holiday Inn Waterbury
3580 East Main St
203.706.1000
Instructors: Marjory Howe, EA and Cheryl Morse, EA
Room Rate: $99 single/double if reserved by 09/20/08
For room reservations, call hotel & ask for Peg Contois
Windsor - F8095 - Dec. 5 & 6
District of Columbia Washington, DC - F8079 - Nov. 21 & 22 Marriott at Metro Center
775 12th St NW
202.737.2200
Instructor: Bob Rehkamp, CPA
Room Rate: $219 single/double if reserved by 10/20/08
Florida Clearwater - F8036 - Nov. 5 & 6 The Belleview Biltmore Resort & Spa
25 Belleview Blvd
727.373.3000
Instructors: Len Cole, EA, CPA, CFP and Chuck Stephens, EA
Room Rate: $114 single/double if reserved by 10/05/08
Dania - F8042 - Nov. 7 & 8 Jacksonville - F8096 - Dec. 8 & 9 Jacksonville Marriott
4670 Salisbury Rd
904.296.2222
Instructors: Marjory Howe, EA and Kathryn Keane, EA, ABA
Room Rate: $129 single/double if reserved by 11/08/08
Orlando - Nov. 20 & 21 - See TAXPRO Symposium
Georgia Atlanta - F8049 - Nov. 10 & 11 Augusta - F8055 - Nov. 12 & 13 Holiday Inn Augusta West
441 Park West Dr
706.396.4600
Instructor: Larry Zimbler, MST, EA
Room Rate: $99 single/double if reserved by 10/28/08
Savannah - F8098 - Dec. 10 & 11 Holiday Inn Mulberry
601 E Bay St
912.238.1200
Instructors: Marjory Howe, EA and Kathryn Keane, EA, ABA
Room Rate: $119 single/double if reserved by 11/09/08
Click here to make your room reservations
Hawaii Honolulu - F8040 - Nov. 5 & 6 Pacific Beach Hotel
2490 Kalakaua Ave
808.922.1233
Instructor: Steve O'Rourke, EA
Room Rate: $140 single/double if reserved by 10/04/08
Illinois Alsip - F8053 - Nov. 12 & 13 Doubletree Hotel Chicago Alsip
5000 W. 127th St
708.272.4205
Instructors: Marjory Howe, EA and Richard Waits, EA
Room Rate: $109 single/double if reserved by 10/21/08
Lisle - F8002 - Oct. 20 & 21 Hilton Lisle/Naperville
3003 Corporate West Dr
630.505.0900
Instructors: Len Cole, EA, CPA, CFP and Richard Waits, EA
Room Rate: $139 single/double if reserved by 09/21/08
Schaumburg - F8059 - Nov. 14 & 15 Radisson Hotel Schaumburg
1725 East Algonquin Rd
847.397.1500
Instructors: Marjory Howe, EA and Richard Waits, EA
Room Rate: $90 single/double if reserved by 10/13/08
Indiana Elkhart - F8008 - Oct. 22 & 23 Ramada Elkhart
3011 Belvedere Rd
574.262.1581
Instructors: Len Cole, EA, CPA, CFP and Richard Waits, EA
Room Rate: $99 single/double if reserved by 09/30/08
Fort Wayne - F8067 - Nov. 17 & 18 Don Hall's Guesthouse
1313 W. Washington Center Rd
260.489.2524
Instructor: Steve O'Rourke, EA
Room Rate: $82 single/double if reserved by 10/16/08
Indianapolis - F8015 - Oct. 24 & 25 Meeting Location:
Indianapolis Marriott East
317.352.1231
Lodging location (Next door to Marriott):
Fairfield Inn & Suites East
7110 E. 21st St
317.322.0101 or 1.800.MARRIOTT
Instructors: Helen O'Planick, EA and Chuck Stephens, CPA
Room Rate: $129 single/double if reserved by 09/23/08
Iowa Bettendorf - F8030 - Oct. 31 & Nov. 1 Bettendorf Holiday Inn & Suites
909 Middle Rd
563.355.4761
Instructors: Marjory Howe, EA and Richard Waits, EA
Room Rate: $72 single/double if reserved by 10/16/08
Des Moines - F8024 - Oct. 29 & 30
Kansas Overland Park - F8065 - Nov. 17 & 18 Wichita - F8006 - Oct. 21 & 22
Kentucky Lexington - F8052 - Nov. 12 & 13
Louisiana Kenner - F8089 - Dec. 3 & 4 Hilton New Orleans Airport
901 Airline Dr
504.469.5000
Instructor: Steve O'Rourke, EA
Room Rate: $149 single/double if reserved by 11/03/08
Lafayette - F8094 - Dec. 5 & 6 Holiday Inn Lafayette
2032 NE Evangeline Thruway
337.233.6815
Instructor: Steve O'Rourke, EA
Room Rate: $109 single/double if reserved by 11/04/08
Maine Freeport - F8048 - Nov. 10 & 11
Maryland Fairmount Heights - See District of Columbia Timonium - F8074 - Nov. 19 & 20 Crowne Plaza Baltimore
2004 Greenspring Dr
410.252.7373
Instructor: Bob Rehkamp, CPA
Room Rate: $119 single/double if reserved by 10/19/08
Massachusetts Holyoke - F8025 - Oct. 29 & 30 Holiday Inn Holyoke
245 Whiting Farms Rd
413.534.3311
Instructors: Len Cole, EA, CPA, CFP and Cheryl Morse, EA
Room Rate: $89 single/double if reserved by 09/28/08
Leominster - F8031 - Oct. 31 & Nov. 1 Four Points by Sheraton
99 Erdman Way
978.534.9000
Instructors: Len Cole, EA, CPA, CFP and Cheryl Morse, EA
Room Rate: $109 single/double if reserved by 09/30/08
Taunton - F8090 - Dec. 3 & 4 Holiday Inn Taunton
700 Myles Standish Blvd
508.823.0430
Instructor: Alice Orzechowski, CPA, EA, CMA
Room Rate: $80 single/double if reserved by 11/04/08
Wakefield - F8085 - Dec. 1 & 2
Michigan Bay City - F8033 - Oct. 31 & Nov. 1 Doubletree Hotel Riverfront
One Wenonah Park Place
989.891.6000
Instructor: Larry Zimbler, MST, EA
Room Rate: $94 single/double if reserved by 10/09/08
Grand Rapids - F8014 - Oct. 24 & 25 Hilton Grand Rapids Airport
4747 28th St SE
616.957.0100
Instructors: Len Cole, EA, CPA, CFP and Richard Waits, EA
Room Rate: $92 single/double if reserved by 10/02/08
Lansing - F8021 - Oct. 27 & 28 Sheraton Lansing Hotel
925 S. Creyts Rd
517.391.1294
Instructor: Larry Zimbler, MST, EA
Room Rate: $109 single/double if reserved by 09/26/08
Livonia - F8027 - Oct. 29 & 30
Minnesota Duluth - F8041 - Nov. 7 & 8 Holiday Inn Hotel & Suites
200 West 1st St
218.722.1202
Instructors: Melinda Garvin, EA and Les Marti, EA
Room Rate: $89 single/double if reserved by 10/07/08
Minneapolis - Oct. 23 & 24 - See TAXPRO Symposium St. Cloud - F8035 - Nov. 5 & 6
Missouri Nebraska Omaha - F8018 - Oct. 27 & 28 Omaha Marriott
10220 Regency Circle
402.399.9000
Instructors: Marjory Howe, EA and Richard Waits, EA
Room Rate: $139 single/double if reserved by 09/28/08
Nevada New Hampshire Concord - F8054 - Nov. 12 & 13 Concord Holiday Inn
172 N. Main St
603.224.9534
Instructors: Helen O'Planick, EA and Chuck Stephens, EA
Room Rate: $95 single/double if reserved by 10/21/08|
New Jersey Atlantic City - Dec. 3 & 4 - See TAXPRO Symposium Cherry Hill - F8069 - Nov. 17 & 18 Holiday Inn
2175 W. Marlton Pike
856.663.5300
Instructor: Alice Orzechowski, CPA, EA, CMA
Room Rate: $119 single/double if reserved by 10/26/08
Please phone 856-873-5000 and Leire Massa will assist with room reservations
Edison - F8092 - Dec. 5 & 6 Hasbrouck Heights - F8075 - Nov. 19 & 20 Holiday Inn
283 Route 17 South
201.288.9600
Instructor: Alice Orzechowski, CPA, EA, CMA
Room Rate: $116 single/double if reserved by 10/18/08
Parsippany - F8062 - Nov. 14 & 15
New Mexico Albuquerque - F8081 - Dec. 1 & 2
New York Albany - F8019 - Oct. 27 & 28 Albany Marriott
189 Wolf Rd
518.458.8444
Instructors: Len Cole, EA, CPA, CFP and Cheryl Morse, EA
Room Rate: $149 single/double if reserved by 10/05/08
Buffalo - F8004 - Oct. 20 & 21 East Syracuse - F8070 - Nov. 19 & 20 Hilton Garden Inn
6004 Fair Lakes Rd
315.431.4800
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Room Rate: $99 single/double if reserved by 10/19/08
Elmsford - F8011 - Oct. 22 & 23 Holtsville - F8038 - Nov. 5 & 6 Radisson MacArthur Hotel
1730 N. Ocean Ave
631.758.2900
Instructors: Gwen Tigner, EA and Jaye Tritz, EA, CFP
Room Rate: $99 single/double if reserved by 10/05/08
Jamaica - F8017 - Oct. 24 & 25 Holiday Inn JFK
144-02 135th Ave
718.659.0200
Instructors: Marjory Howe, EA and Cheryl Morse, EA
Room Rate: $140 single/double if reserved by 09/25/08
Jamestown - F8029 - Oct. 30 & 31 Carnahan Training and Conference Center on James Street
Located on the Jamestown Community College campus
716.338.1334
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Click here for Directions
Kingston - F8050 - Nov. 10 & 11 Holiday Inn Kingston
503 Washington Ave
845.338.0400
Instructors: Melinda Garvin, EA and Les Marti, EA
Room Rate: $109 single/double if reserved by 10/30/08
New York - F8044 - Nov. 7 & 8 Radisson Martinique on Broadway
49 W 32nd St
212.736.3800
Instructors: Gwen Tigner, EA and Jaye Tritz, EA, CFP
Room Rate: $379 single/double if reserved by 10/06/08
Owego - F8076 - Nov. 21 & 22 Owego Treadway Inn
1100 State Rte 17C
607.687.4500
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Room Rate: $90 single/double if reserved by 10/20/08
Poughkeepsie - F8080 - Nov. 21 & 22 Rochester - F8064 - Nov. 17 & 18 Holiday Inn Rochester Airport
911 Brooks Ave
585.328.6000
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Room Rate: $99 single/double if reserved by 10/27/08
North Carolina Charlotte - F8028 - Oct. 29 & 30 Holiday Inn Airport
2707 Little Rock Rd
704.394.4301
Instructors: Betty Stehman, CPA, CIA, CSA, and Gwen Tigner, EA
Room Rate: $124 single/double if reserved by 09/28/08
Durham - F8034 - Oct. 31 & Nov. 1 Radisson Hotel Research Triangle Park
150 Park Dr
919.549.8631
Instructors: Betty Stehman, CPA, CIA, CSA, and Gwen Tigner, EA
Room Rate: $99 single/double if reserved by 10/10/08 - Use Group Code "1040 Tax Workshop"
Winston - Salem - F8097- Dec. 10 & 11
Ohio Boardman - F8016 - Oct. 24 & 25 Canton - F8026 - Oct. 29 & 30 Courtyard by Marriott Canton
4375 Metro Circle NW
330.494.6494
Instructors: Melinda Garvin, EA and Ron Olson, EA
Room Rate: $109 single/double if reserved by 09/28/08
Cincinnati - F8046 - Nov. 10 & 11 Holiday Inn Eastgate
4501 Eastgate Blvd
513.752.4400
Instructor: Chris Bixby, CFP, EA
Room Rate: $92 single/double if reserved by 10/26/08
Columbus - F8073 - Nov. 19 & 20 Fairborn - F8009 - Oct. 22 & 23 Holiday Inn Dayton-Fairborn
2800 Presidential Dr
937.426.7800
Instructors: Helen O'Planick, EA and Chuck Stephens, CPA
Room Rate: $109 single/double if reserved by 09/21/08
Independence - F8020 - Oct. 27 & 28 Sheraton Independence Hotel
5300 Rockside Rd
216.524.0700
Instructors: Melinda Garvin, EA and Ron Olson, EA
Room Rate: $109 single/double if reserved by 09/27/08
Perrysburg - F8003 - Oct. 20 & 21 Holiday Inn French Quarter
10630 Fremont Pike
419.874.3111
Instructors: Helen O'Planick, EA and Chuck Stephens, CPA
Room Rate: $95 single/double if reserved by 09/19/08
Oklahoma Tulsa - F8012 - Oct. 23 & 24 Hilton Tulsa Southern Hills
7900 S Lewis Ave
981.492.5000
Instructor: Chris Bixby, CFP, EA
Room Rate: $99 single/double if reserved by 09/22/08 - Please call Sarah at 918.523.5327 for assistance with reservations.
Pennsylvania Erie - F8010 - Oct. 22 & 23 Conference Center at the Manufacturers' Association
2171 W 38th St
814.833.3200
Instructor: Marilyn Meredith, EA
Click here for a list of hotels located within 10 minutes of the Conference Center
Fort Washington - F8087 - Dec. 3 & 4 Holiday Inn Fort Washington
432 Pennsylvania Ave
215.643.3000
Instructors: Helen O'Planick, EA and Gwen Tigner, EA
Room Rate: $99 single/double if reserved by 11/04/08
Lancaster - F8068 - Nov. 17 & 18 Eden Resort Inn
222 Eden Rd
717.569.6444
Instructor: Bob Rehkamp, CPA
Room Rate: $100 single/double if reserved by 10/16/08
Mechanicsburg - F8082 - Dec. 1 & 2 Holiday Inn Harrisburg West
5401 Carlisle Pike
717.697.0321
Instructors: Helen O'Planick, EA and Gwen Tigner, EA
Room Rate: $89 single/double if reserved by 11/02/08
Pittsburgh - F8032 - Oct. 31 & Nov. 1
Rhode Island Warwick - F8023 - Oct. 27 & 28
South Carolina Charleston - F8100 - Dec. 12 & 13 Columbia - F8061 - Nov. 14 & 15 Columbia Marriott
1200 Hampton St
803.771.7000
Instructor: Larry Zimbler, MST, EA
Room Rate: $129 single/double if reserved by 10/23/08
For reservations, call the toll free number: 800-593-6465 or on the website place this code in the Group Code Field of the reservation web page: ATPATPA.
Greenville - F8022 - Oct. 27 & 28
Tennessee Knoxville - F8058 - Nov. 14 & 15 Memphis - F8077 - Nov. 21 & 22 Doubletree Hotel Memphis
5069 Sanderlin Ave
901.767.6666
Instructor: Larry Zimbler, MST, EA
Room Rate: $104 single/double if reserved by 10/30/08
Nashville - F8072 - Nov. 19 & 20 Willis Conference Center
26 Century Blvd
615.872.6400
Instructor: Larry Zimbler, MST, EA
Click here to download a list of hotels near and directions to the Conference Center
Texas Austin - F8088 - Dec. 3 & 4 Embassy Suites Austin North
5901 N I-H 35
512.454.8004
Instructors: Ron Olson, EA and Jaye Tritz, EA, CFP
Negotiated Room Rate: $139 single/double if reserved by 11/06/08
Dallas - F8083 - Dec. 1 & 2 Houston - F8093 - Dec. 5 & 6 Holiday Inn Intercontinental
15222 John F. Kennedy Blvd
281.442.6833
Instructors: Ron Olson, EA and Jaye Tritz, EA, CFP
Room Rate: $109 single/double if reserved by 11/05/08
Utah Salt Lake City - F8091 - Dec. 5 & 6 Holiday Inn Hotel & Suites
5001 Wiley Post Way
801.741.1800
Instructor: Bob Rehkamp, CPA
Room Rate: $99 single/double if reserved by 11/20/08
Vermont Burlington - F8060 - Nov. 14 & 15
Virginia Fairfax - F8051 - Nov. 10 & 11 Hilton Garden Inn Fairfax
3950 Fair Ridge Dr
703.385.7774
Instructors: Ron Olson, EA and Betty Stehman, CPA, CIA, CSA
Room Rate: $189 single/double if reserved by 10/10/08
Portsmouth - F8063 - Nov. 14 & 15 Holiday Inn Olde Towne Portsmouth
8 Crawford Parkway
757.393.2573
Instructors: Ron Olson, EA and Betty Stehman, CPA, CIA, CSA
Room Rate: $89 single/double if reserved by 10/14/08
Roanoke - F8099 - Dec. 12 & 13 Sandston - F8057 - Nov. 12 & 13 DoubleTree Hotel Richmond Airport
5501 Eubank Rd
804.226.6400
Instructors: Ron Olson, EA and Betty Stehman, CPA, CIA, CSA
Room Rate: $119 single/double if reserved by 10/12/08
Washington Kent - F8043 - Nov. 7 & 8 Holiday Inn Hotel & Suites Seattle-Kent
22318 84th Ave S
253.395.4300
Instructor: Marilyn Meredith, EA
West Virginia Charleston - F8078 - Nov. 21 & 22 Embassy Suites Hotel
300 Court St
304.347.8700
Instructor: Steve O'Rourke, EA
Room Rate: $144 single/double if reserved by 10/21/08
Wisconsin Green Bay - F8001 - Oct. 20 & 21 Madison - F8047 - Nov. 10 & 11 Sheraton Madison Hotel
706 John Nolan Dr
608.251.2300
Instructors: Marjory Howe, EA and Richard Waits, EA
Room Rate: $99 single/double if reserved by 10/10/08
Neenah - F8007 - Oct. 22 & 23 Holiday Inn Neenah Riverwalk
123 E. Wisconsin Ave
920.725.8441
Instructor: Tom O'Saben, EA, CFP
Room Rate: $96 single/double if reserved by 09/23/08
Wauwatosa - F8013 - Oct. 24 & 25 Crowne Plaza Milwaukee
10499 Innovation Dr
414.475.9500
Instructor: Tom O'Saben, EA, CFP
Room Rate: $139 single/double if reserved by 09/23/08
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720 Association Drive, PO Box 8002, Appleton, WI 54912-8002
Phone: 800.558.3402 Fax: 800.747.0001
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