Events and Education

Events & Education


Learn from top industry professionals from the comfort of your home or office. We produce live webinars on a variety of popular topics each year. All live webinars are archived on our website for on-demand educational use throughout the year.


Self-Study is an efficient and affordable choice for learners interested in personalizing the pace and direction of their continuing education. We offer more than 35 courses on a variety of topics of interest to anyone who prepares taxes.


Meet your CPE requirements and educational goals with one of our tailored online education packages.

1040 Workshop

These two-day workshops include the Essential 1040® and Beyond the 1040®, with the former providing resources to ensure you are ready for the tax season and the latter focusing on in-depth topics necessary to understand how to best advise your clients. Available at a location near you or online.

Introduction to Fixed Assets & Intermediate Net Operating Losses Workshop

Depreciation and net operating losses (NOL) are two calculations that tax preparers should never rely on their software to compute. Learners will leave with the confidence to properly handle fixed assets, depreciation and disposition as well as calculating, carrying back and carrying forward NOL without the assistance of a tax software. Available at select locations.

Intro to Tax Prep Online Training

This course takes you beyond just reading a textbook. For a week of hands-on learning, you’ll have access to a designated instructor, interactive modules, live case studies and a four hour online training session.

National Conference & Expo

At the National Conference tax professionals can choose from a variety of tax and business topics taught in one location, by top industry leaders. You’ll earn CPE credits, network with your peers, and have some fun. Join us in New Orleans this year!

Tax Forums & Expo

Our Tax Forums & Expo focus on basic and intermediate level topics. This two-day, no frills—event provides attendees low-cost CPE taught by high-quality speakers. Join us in Las Vegas or Philadelphia this year.

Conference Recordings

Prior year National Conference and Tax Forums session recordings are available. Session topics include EIC due diligence, education credits, converting residence to rental and more.

Representation Conference

With nearly 12 million taxpayer accounts in the IRS Collection Division inventory, representation presents a huge opportunity as a potential revenue source for tax professionals. Attend this year's conference or view last year's sessions.

Customized On-Site Workshops

We conduct special seminars for groups. Tailor a workshop to your organization's needs.

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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