Click below for our Summer Seminar Schedule and Registration Form. We look forward to seeing you in class!
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The Tax Planning Institute, LLC provides informative and affordable Continuing Professional Education programs for Oregon Licensed Tax
Professionals and IRS Enrolled Agents. We offer a wide array of topics that are relevant to the informed tax and financial professional. Our
tax courses have been approved by the State of Oregon Board of Tax Practitioners for LTP/LTC CPE hours, as well as the IRS Office of
Director of Practice for Enrolled Agent credit hours.
In addition to our menu of self study courses, we conduct seminars and training workshops on various topics throughout the year for the
professional who prefers a more interactive learning experience. Our seminars qualify for CPE credit for Oregon LTC/LTPs, CPAs, ChFCs,
ATAs, ATPs and IRS Enrolled Agents.
Our subsidiary firms; Mayer Tax Advisory Group, LLC & Mayer Financial Group, provide consulting services for tax and financial professionals
and respective clients. A few of our additional services include business set-up assistance, professional business and estate mediation
services, fee-only financial planning, IRC Section 1031 Exchange services and Social Security disability advocacy consulting.
The Institute's Mission.
Our mission is to deliver timely, relevant course material in a quick and efficient manner. We strive to make available a community based forum of information and educational material which provides the tax and financial professional added opportunities to not only better serve their client, but their community as a whole.
Our Customer Guarantee.
If you are not completely satisfied with any facet of our products or services, simply request a full refund.
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Copyright 2006, 2007 All Rights Reserved
The Tax Planning Institute, LLC.
The Tax Planning Institute, LLC
Tax Education, Training & Business Consulting