Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information to serve their clients effectively.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual and business tax returns. No prerequisites are needed for this course.

Course Overview – Our learner-focused instruction includes new and current tax laws plus special topics for tax professionals. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the National Income Tax Workbook written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The National Income Tax Workbook is included in the registration fee.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – New and Expiring Legislation, Business Taxes, Individual Taxes, Rulings and Cases, Religious Organizations, Trusts and Estates, Installment Sales, Retirement Tax Issues, Tax Benefits for Homeowners, and IRS issues.

Delivery Method – In-person and Webinar

Workshop Fee – $450

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 16 hours
• CPA – 16 hours
• Attorneys – 13.5 hours
• OTRP – 13 hours of Federal Tax Law and 3 hours of Federal Tax Law Updates
• CFP – 16 hours

Presenters – Catherine Ozment and Scott Youngblood – See Our Team – Tax Workshops for biographical information.

In-Person

• November 4-5, 2025 Dallas, Healthy Living Flex Space, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd. | Regular Registration deadline October 21, 2025 @ 5:00 PM, Late Registration deadline is October 28, 2025 @ 5:00 PM with a $50 late fee.
• November 12-13, 2025, Houston, TownePlace Suites Stafford Sugar Land, 11031 Fountain Lake Dr, Stafford, TX 77477 | Regular Registration deadline October 27, 2025 @ 5:00 PM, Late Registration deadline is November 3, 2025 @ 5:00 PM with a $50 late fee.

Webinar

• November 17-18, 2025 | Regular Registration November 3, 2025 @ 5:00 PM, Late Registration deadline is November 10, 2025 @ 5:00 PM with a $50 late fee.
• December 8-9, 2025 | Regular Registration November 24, 2025 @ 5:00 PM, Late Registration deadline is December 1, 2025 @ 5:00 PM with a $50 late fee.

Networking Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Agenda – Day One (To Be Determined)

• 8:20-8:30 Welcome | Announcements | Introductions
• 8:30-10:10
• 10:10-10:20 Break
• 10:20-12:00
• 12:00-1:00 Lunch
• 1:00-2:45
• 2:45-2:55 Break
• 2:55-4:35

Agenda – Day Two (To Be Determined)

• 8:20-8:30 Welcome | Announcements | Learning Check
• 8:30-10:10
• 10:10-10:20 Break
• 10:20-12:00
• 12:00-1:00 Lunch
• 1:00-2:45
• 2:45-2:55 Break
• 2:55-4:35

Courtesy Block Hotels – See registration receipt for details!

• Dallas, Springhill Suites Dallas / Richardson / University – Reservation Deadline 10-13-2025
• Houston, TownePlace Suites Stafford / Sugar Land – Reservation Deadline 10-20-2025

Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information about agricultural issues to serve their clients effectively.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with farm tax returns.

Course Overview – Our learner-focused instruction includes new and current tax laws as they apply to agricultural issues. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the Agricultural Tax Issues Workbook written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The Agricultural Tax Issue Workbook is included in the registration fee.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – To Be Determined

In-Person, December 2, 2025 – Victoria, 4-H Activity Center, Texas A&M AgriLife Extension Office for Victoria County, 528 Waco Cir, | Regular Registration Deadline November 18, 2025 @ 5:00 PM, Late Registration deadline is November 25, 2025 @ 5:00 PM with a $50 late fee.

Webinar, December 4, 2025 – Regular Registration Deadline November 18, 2025 @ 5:00 PM, Late Registration deadline is November 25, 2025 @ 5:00 PM with a $50 late fee.

Workshop Fee – To Be Determined

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 4 hours
• CPA – 4 hours
• Attorneys – 3 hours
• OTRP – 4 hours of Federal Tax Law
• CFP – 4 hours

Presenter – Catherine Ozment – See Our Team – Tax Workshops for biographical information.

Agenda – To Be Determined

• 8:20-8:30 Welcome/Announcements/Introductions
• 8:30-9:20
• 9:20-10:10
• 10:10-10:20 Break
• 10:20-11:10
• 11:10-12:00

Purpose – In a small business and financial advising atmosphere, tax professionals serve as a trusted source of information and expertise. Therefore, they need to stay current on regulations and strategies to more effectively assist their clients.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Certified Financial Planners (CFP), and attorneys.

Program Level/Prerequisite – Since this is an advanced level workshop, participants should have at least three years’ experience as a professional tax preparer for business and/or self-employed individuals and an understanding of tax rules and regulations associated with business returns and individual returns, especially Schedule C.  No prerequisites are needed for this course.

Course Overview – Materials for this workshop are based on J.K. Lasser’s Small Business Taxes 2025: Your Complete Guide to a Better Bottom Line | Wiley by Barbara Weltman. Participants will receive workshop handouts with PowerPoint slides and Barbara Weltman’s book. Active learning strategies will be used to engage participants with case studies related to each topic.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – The course will review topics related to business structures and primarily deal with compensation plans, deductions, and reporting losses.  The purpose, methods, and outcomes of cost segregation will be presented.  Since small business owners face many different options when it comes to choosing retirement plans for their companies, all the different types of plans along with their tax implications will be reviewed.  Participants will learn the dynamics of Traditional Roth IRA approaches and reporting. 

Delivery Method – In-person and Webinar

Workshop Fee – $450

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 16 hours
• CPA – 16 hours
• Attorneys – 13.5 hours
• OTRP – 13 hours of Federal Tax Law and 3 hours of Federal Tax Law Updates

Presenters – Herb Wiebe, Scott Youngblood – See Our Team – Tax Workshops for biographical information.

In-Person

• November 6-7, 2025 Dallas, Healthy Living Flex Space, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd. | Regular Registration deadline October 21, 2025 @ 5:00 PM, Late Registration deadline is October 28, 2025 @ 5:00 PM with a $50 late fee.
• November 10-11, 2025, Houston, TownePlace Suites Stafford Sugar Land, 11031 Fountain Lake Dr, Stafford, TX 77477 | Regular Registration deadline October 27, 2025 @ 5:00 PM, Late Registration deadline is November 3, 2025 @ 5:00 PM with a $50 late fee.

Webinar

• November 20-21, 2025 | Regular Registration November 3, 2025 @ 5:00 PM, Late Registration deadline is November 10, 2025 @ 5:00 PM with a $50 late fee.
• December 12-13, 2025 | Regular Registration November 24, 2025 @ 5:00 PM, Late Registration deadline is December 1, 2025 @ 5:00 PM with a $50 late fee.

Networking Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Agenda – Day One (To Be Determined)

• 8:20-8:30 Welcome | Announcements | Introductions
• 8:30-10:10
• 10:10-10:20 Break
• 10:20-12:00
• 12:00-1:00 Lunch
• 1:00-2:45
• 2:45-2:55 Break
• 2:55-4:35

Agenda – Day Two (To Be Determined)

• 8:20-8:30 Welcome | Announcements | Learning Check
• 8:30-10:10
• 10:10-10:20 Break
• 10:20-12:00
• 12:00-1:00 Lunch
• 1:00-2:45
• 2:45-2:55 Break
• 2:55-4:35

Courtesy Block Hotels – See registration receipt for details!

• Dallas, Springhill Suites Dallas / Richardson / University – Reservation Deadline 10-13-2025
• Houston, TownePlace Suites Stafford / Sugar Land – Reservation Deadline 10-20-2025

Webinar, October 28, 2025 – Regular Registration Deadline October 14, 2025 @ 5:00 PM, Late Registration deadline is October 21, 2025 @ 5:00 PM with a $50 late fee.

Presenter – Scott Youngblood – See Our Team – Tax Workshops for biographical information.

Information coming soon!

Webinar, October 28, 2025 – Regular Registration Deadline October 14, 2025 @ 5:00 PM, Late Registration deadline is October 21, 2025 @ 5:00 PM with a $50 late fee.

Presenter – Scott Youngblood – See Our Team – Tax Workshops for biographical information.

Information coming soon!

Webinar, October 30, 2025 – Regular Registration Deadline October 14, 2025 @ 5:00 PM, Late Registration deadline is October 21, 2025 @ 5:00 PM with a $50 late fee.

Presenter – Scott Youngblood – See Our Team – Tax Workshops for biographical information.

Information coming soon!