Dates & Locations
(By State)
Embedded Files
Arizona (8:25 - 4:35 Local Times)
Flagstaff - Part I - Review & Update - 11/10/2025
Flagstaff - Part II - Review & Update - 11/11/2025
Mesa - Business Issues Update/Review - 11/03/2025
Mesa - Part I - Review & Update - 11/04/2025
Mesa - Part II - Review & Update - 11/07/2025
Phoenix - Business Issues Update/Review - 11/05/2025
Phoenix - Part I - Review & Update - 11/06/2025
Phoenix - Part II - Review & Update - 11/12/2025
Wisconsin (8:25 - 4:35 Local Times)
Brookfield - Business Issues Update/Review - 10/22/2025
Brookfield - Part I - Review & Update - 10/23/2025
Brookfield - Part II - Review & Update - 12/02/2025
Eau Claire - Business Issues Update/Review - 09/22/2025
Eau Claire - Part I - Review & Update - 09/23/2025
Eau Claire - Part II - Review & Update - 12/08/2025
Green Bay - Business Issues Update/Review - 10/27/2025
Green Bay - Part I - Review & Update - 10/28/2025
Green Bay - Part II - Review & Update - 12/04/2025
Madison* - Business Issues Update/Review - 10/20/2025
Madison* - Part I - Review & Update - 10/21/2025
Madison* - Part II - Review & Update - 12/10/2025
Oak Creek* - Business Issues Update/Review - 09/16/2025
Oak Creek* - Part I - Review & Update - 09/17/2025
Oak Creek* - Part II - Review & Update - 12/01/2025
Onalaska - Part I - Review & Update - 12/15/2025
Onalaska - Part II - Review & Update - 12/16/2025
Oshkosh - Business Issues Update/Review - 09/18/2025
Oshkosh - Part I - Review & Update - 09/19/2025
Oshkosh - Part II - Review & Update - 12/03/2025
Rothschild - Business Issues Update/Review - 09/24/2025
Rothschild - Part I - Review & Update - 09/25/2025
Rothschild - Part II - Review & Update - 12/09/2025
Online (8:25 - 4:35. Zones listed below)
*** Includes PDF versions of all course materials only. Printed books can be ordered separately on the registration form. ***
Online - Business Issues Update/Review - 10/30/2025 (Central Time)
Online - Business Issues Update/Review - 11/17/2025 (Central Time)
Online - Business Issues Update/Review - 11/18/2025 (Mountain Time)
Online - Part I - Review & Update - 11/20/2025 (Central Time)
Online - Part I - Review & Update - 12/05/2025 (Central Time)
Online - Part I - Review & Update - 12/18/2025 (Mountain Time)
Online - Part II - Review & Update - 12/11/2025 (Mountain Time)
Online - Part II - Review & Update - 12/12/2025 (Central Time)
Online - Part II - Review & Update - 12/19/2025 (Central Time)
Basics of Trusts (Times listed below)
Online - Basics of Trusts, Estates, and Form 1041 - 05/13/2025 (10:00 - 2:00 Central Time)
Online - Basics of Trusts, Estates, and Form 1041 - 05/15/2025 (2:00 - 4:00 Central Time)
Books
*** All attendees *** have access to PDF versions of all course materials. Those attending classroom Seminars will receive a printed copy of the course book at the Seminar location. Webinar attendees (including those who later switch from Seminar to Webinar) can have the printed book shipped to them for a $20 shipping/handling fee per book which will be mailed at least 14 days prior to the Webinar. If Webinar attendees order the book less than 7 business days prior to the webinar, they may not arrive on time.
Book - Business Issues Review & Update Textbook
Book - Part 1 - Review & Update Textbook
Book - Part 2 - Review & Update Textbook
* New location
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