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In-Person

Tax Season Updates Workshops –⁠ Hosted in 65+ Cities

Stay ahead of sweeping tax law changes with insights you can trust. NATP Tax Season Updates in-person workshops deliver timely, expert-led training that prepares you for what’s next, including the latest One Big Beautiful Bill Act (OBBBA) guidance. With direct access to instructors and real-time analysis of key IRS updates, you’ll leave with practical strategies you can apply immediately.

Reasons tax pros choose this in-person tax update workshop

  • Learn from leading tax educators who break down complex topics into clear, actionable steps

  • Understand how OBBBA impacts returns with real-world examples and scenarios you can apply immediately

  • Ask questions and get answers on the spot during interactive Q&A with experienced instructors

  • Build connections with peers through face-to-face networking and shared learning

  • Stay informed on digital asset reporting, ERC refunds, QOF investments and LLC tax options

  • Sharpen your knowledge in a focused environment, free from daily distractions
     

Whether you manage a solo practice or lead a team, this workshop helps you stay ahead of tax law changes, meet your CPE needs and better serve your clients. See the full description and learning objectives.

In-person workshops offer the perfect opportunity for 

An immersive educational experience that goes beyond

just a screen 

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Enhanced learning

Direct contact with speakers

and attendees to ask questions, receive instant feedback and engage in meaningful discussions 

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Face-to-face interaction

A way to network with

like-minded individuals, build connections and exchange

ideas 

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Networking possibilities

Locations

The workshop will include:

Two days of education, 8:00 a.m. to 4:30 p.m. local time 

Up to 16 CPE for AFSP, EA, CPA, CRTP, CFP®  

E-book and print textbook  

Downloadable presentation slides  

January on-demand webinar covering any last-minute tax law changes  

Find my location

Tempe, AZ | Nov. 10 & 11

Instructor: Ruby Gurule, MBA, AFSP

Tucson, AZ | Nov. 13 & 14

Instructor: Ruby Gurule, MBA, AFSP

Long Beach, CA | Dec. 1 & 2

Instructor: Kelly Bender, EA

San Jose, CA | Dec. 4 & 5

Instructor: Kelly Bender, EA

Lakewood, CO | Oct. 23 & 24

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Cromwell, CT | Dec. 4 & 5

Instructor: Mari Fries, EA, CFP®

Windsor Locks, CT | Dec. 8 & 9

Instructor: Jeremy Kniffen, CPA

Palm Beach Gardens, FL | Dec. 1 & 2

Instructor: Jared Foos, EA

Dania, FL | Dec. 4 & 5

Instructor: Jared Foos, EA

Jacksonville, FL | Dec. 4 & 5

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Orlando, FL | Dec. 8 & 9

Instructor: Amy Brosnan, EA

Tampa, FL | Dec. 11 & 12

Instructor: Amy Brosnan, EA

Atlanta, GA | Dec. 11 & 12

Instructor: Larry Zimbler, MST, EA

Honolulu, HI | Oct. 28 & 29

Instructor: Jeremy Kniffen, CPA

Boise, ID | Oct. 20 & 21

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Arlington Heights, IL | Oct. 27 & 28

Instructor: Amy Brosnan, EA

Alsip, IL | Oct. 29 & 30

Instructor: Amy Brosnan, EA

Carmel, IN | Nov. 20 & 21

Instructor: Mari Fries, EA, CFP®

Lenexa, KS | Nov. 17 & 18

Instructor: Marilyn Meredith, EA

Baton Rouge, LA | Dec. 8 & 9

Instructor: Jared Foos, EA

Metairie, LA | Dec. 11 & 12

Instructor: Jared Foos, EA

Hunt Valley, MD | Nov. 10 & 11

Instructor: Kelly Bender, EA

Burlington, MA | Nov. 13 & 14

Instructor: Chuck Stephens, CPA

Dedham, MA | Dec. 1 & 2

Instructor: Amy Brosnan, EA

Springfield, MA | Dec. 4 & 5

Instructor: Amy Brosnan, EA

Worcester, MA | Dec. 11 & 12

Instructor: Jeremy Kniffen, CPA

Livonia, MI | Oct. 20 & 21

Instructor: Ruby Gurule, MBA, AFSP

Grand Rapids, MI | Oct. 23 & 24

Instructor: Ruby Gurule, MBA, AFSP

Bloomington, MN | Oct. 20 & 21

Instructor: Larry Zimbler, MST, EA

Branson, MO | Dec. 8 & 9

Instructor: Kelly Bender, EA

Chesterfield, MO | Dec. 11 & 12

Instructor: Kelly Bender, EA

Omaha, NE | Nov. 20 & 21

Instructor: Marilyn Meredith, EA

Manchester, NH | Nov. 10 & 11

Instructor: Chuck Stephens, CPA

Iselin, NJ | Nov. 3 & 4

Instructor: Kathryn Keane, EA

Mercerville, NJ | Nov. 6 & 7

Instructor: Kathryn Keane, EA

Hasbrouck Heights, NJ | Nov. 10 & 11

Instructor: Jeremy Kniffen, CPA

Parsippany, NJ | Nov. 13 & 14

Instructor: Jeremy Kniffen, CPA

Atlantic City, NJ | Nov. 17 & 18

Instructor: Kathryn Keane, EA

Mount Laurel, NJ | Nov. 20 & 21

Instructor: Kathryn Keane, EA

Albuquerque, NM | Oct. 27 & 28

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Amherst, NY | Oct. 27 & 28

Instructor: Chuck Stephens, CPA

Rochester, NY | Oct. 30 & 31

Instructor: Chuck Stephens, CPA

Stony Brook, NY | Nov. 3 & 4

Instructor: Marilyn Meredith, EA

New Rochelle, NY | Nov. 3 & 4

Instructor: Larry Zimbler, MST, EA

Binghamton, NY | Nov. 6 & 7

Instructor: Ruby Gurule, MBA, AFSP

Hauppauge, NY | Nov. 6 & 7

Instructor: Marilyn Meredith, EA

Albany, NY | Nov. 10 & 11

Instructor: Mari Fries, EA, CFP®

Fishkill, NY | Nov. 13 & 14

Instructor: Mari Fries, EA, CFP®

Bayside, NY | Nov. 17 & 18

Instructor: Mari Fries, EA, CFP®

East Elmhurst, NY | Dec. 1 & 2

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Charlotte, NC | Dec. 1 & 2

Instructor: Kathryn Keane, EA

Winston-Salem, NC | Dec. 4 & 5

Instructor: Kathryn Keane, EA

Canton, OH | Oct. 23 & 24

Instructor: Larry Zimbler, MST, EA

Columbus, OH | Nov. 17 & 18

Instructor: Amy Brosnan, EA

West Chester, OH | Nov. 20 & 21

Instructor: Amy Brosnan, EA

King Of Prussia, PA | Nov. 3 & 4

Instructor: Ruby Gurule, MBA, AFSP

Lancaster, PA | Nov. 3 & 4

Instructor: Amy Brosnan, EA

Erie, PA | Nov. 6 & 7

Instructor: Amy Brosnan, EA

Warwick, RI | Dec. 1 & 2

Instructor: Mari Fries, EA, CFP®

Hilton Head Island, SC | Nov. 6 & 7

Instructor: Larry Zimbler, MST, EA

Murfreesboro, TN | Oct. 30 & 31

Instructor: Christopher Piccurro, CPA, MBA, PFS, ARA

Houston, TX | Dec. 1 & 2

Instructor: Jeremy Kniffen, CPA

San Antonio, TX | Dec. 4 & 5

Instructor: Jeremy Kniffen, CPA

Grapevine, TX | Dec. 8 & 9

Instructor: Chuck Stephens, CPA

Austin/Round Rock, TX | Dec. 11 & 12

Instructor: Chuck Stephens, CPA

Fairfax, VA | Nov. 13 & 14

Instructor: Kelly Bender, EA

Richmond, VA | Dec. 8 & 9

Instructor: Larry Zimbler, MST, EA

Middleton, WI | Nov. 17 & 18

Instructor: Jared Foos, EA

Green Bay, WI | Nov. 20 & 21

Instructor: Jared Foos, EA

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