Federal Tax + Financial Institutions

November 12-13, 2026 | Frisco, Texas

Up to 18 Hours of CPE

 

 

DFW Expo brings together two focused learning tracks in one flexible CPE experience: Federal Tax and Financial Institutions.

Attend the full two-day event in person in Frisco, or choose the online option that best fits your schedule. Online participation is available for both days, Day 1 only or Day 2 only.

Whether you attend in person or online, you can select sessions from either track based on your role, your clients and the topics most relevant to your work.


JOIN US IN DFW

Federal Tax Track

The Federal Tax Track is designed for CPAs, tax practitioners, advisors and finance professionals who need timely federal tax updates before the next tax season.

Best suited for:

  • Tax practitioners and advisors
  • CPAs in public practice
  • Professionals in corporate tax and finance roles
  • Attorneys and advisors working with tax clients
  • Professionals preparing for year-end planning and filing season

Topics may include:

  • Federal tax updates for individuals and businesses
  • Year-end tax planning considerations
  • IRS developments and compliance issues
  • Practical guidance for advising clients
  • Tax issues affecting businesses, individuals and practitioners

Financial Institutions Track

The Financial Institutions Track is designed for accounting and finance professionals working in, advising or serving banks, credit unions, lending institutions and related financial services organizations.

Best suited for:

  • CPAs and accounting professionals in financial institutions
  • CFOs, controllers and finance leaders at banks or credit unions
  • Internal auditors, compliance professionals and risk leaders
  • CPAs and advisors who serve financial institution clients
  • Professionals focused on accounting, reporting, audit, governance or regulatory issues in the financial institutions space

Topics may include:

  • Industry trends and opportunities
  • Accounting and financial reporting issues for financial institutions
  • Regulatory, compliance and risk management considerations
  • Audit, internal control and governance topics
  • Economic, operational and industry trends affecting banks and credit unions

 

 

 

 

Registration & Rates

In Person

Full two-day registration only.

TXCPA Member Early Bird Rate Until October 15, 2026: $479

TXCPA Member Standard Rate: $529
Nonmember Rate: $699

Online

Both-day and single-day online options are available.

Single-day rates: $279 member / $369 nonmember

 

LOCATION

Hyatt Regency Frisco
2615 Preston Rd.
Frisco, TX 75034-9434 US

 


COURSE CODES

XPO01L27
XPOC01W27
XPOC01D1W27
XPOC01D2W27

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