Attend the full two-day event in person in Houston, 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.
Each track offers a complete schedule on both Day 1 and Day 2, so you can focus on one area or build a two-day experience across both.
Two days of sessions · In person only
Year-end updates and practical guidance for tax practitioners, advisors and finance professionals.
Two days of sessions · In person or online
Focused learning for accounting, finance and advisory professionals working in wealth management, financial planning, investment management or related client services.
Choose Federal Tax or Wealth & Asset Management for each day you attend.
Online registration includes the Wealth & Asset Management Track only.
Course codes: XPO03L27, XPOC03W27, XPOC03D1W27 and XPOC03D2W27
The 8-hour Tax program is approved for IRS Enrolled Agent continuing education credit under program number DVPYP-U00006-25-I.
Choose your format and number of days. If you attend in person, you will select your track for each day.
Attending in person? Register for Day 1, Day 2 or both days. Choose Federal Tax or Wealth & Asset Management for each day you attend.
Attending online? Register for Day 1, Day 2 or both days of the Wealth & Asset Management Track. Federal Tax is not available online.
Attend in person in Houston or join the Wealth & Asset Management Track online.
Register for Day 1, Day 2 or both days.
In-person attendees select Federal Tax or Wealth & Asset Management for each day.
Access both tracks and choose your focus for each day.
Join the Wealth & Asset Management Track by live webcast.
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