digital resources
updated on May 7, 2024
Materials are to be used by PTI attendees only.
2023 resources
Federal Tax Workbook
- 2023 FTW
- Reference Materials
- Update Worksheet
- DropBox
Speaker Presentations
- 1 Written Security Plan - Ron Powell
- 2 Capitalization & Repair - Paul Bumgarner
- 3 Independent Contractors - Paul Bumgarner
- 4 Partnership Operations - Fran Coet
- 6 Ethics - Ron Powell
- 7 & 11 Disaster Relief, Depreciation, 1099-K - Randy Carlson
- 8 Individual Retirement Plan Issues - Paul Bumgarner
Additional Resources
- PTI Quick Reference Chart, December 21, 2023
- 2023 SSA Fact Sheet
- Publication 5887 ERC Eligibility Checklist
- Written Information Security Plan Template (Word document)
2022 resources
Federal Tax Workbook
- 2022 FTW
- FTW Index
- Reference Materials
- Update Worksheet
Speaker Presentations
- # Ethics - Ron Powell
Additional Resources
- PTI Quick Reference Chart, December 21, 2023
- 2023 SSA Fact Sheet
2021 resources
Federal Tax Workbook
- 2021 FTW
- FTW Index
- Reference Materials
- Update Worksheet
Speaker Presentations
- # Ethics - Ron Powell
Additional Resources
- PTI Quick Reference Chart, December 21, 2023
- 2023 SSA Fact Sheet
2020 resources
Federal Tax Workbook
- 2020 FTW
- FTW Index
- Reference Materials
- Update Worksheet
Speaker Presentations
- # Ethics - Ron Powell
Additional Resources
- PTI Quick Reference Chart, December 21, 2023
- 2023 SSA Fact Sheet