The 68th Annual Tri-State Tax Institute will be a full day event held in person on Tuesday, October 27, 2026.

• Location: The Highlands Event Center

For ONLINE Payments and to register click here.

or send checks made out to: West Liberty University Foundation
C/O West Liberty University
208 University Drive, CUB #133
West Liberty, WV  26074

Approved Continuing Education credits available:

• 6.00 Hours WV Board of Accountancy (1.00E 5.00S)
• 6.00 Hours OH Board of Accountancy
• 6.00 Hours PA Board of Accountancy (PX-001283-L)
• 7.20 Hours WV MCLE Commission (7.20 Total Credits; 1.20 Ethics)
• 6.00 Hours OH Commission on Continuing Legal Education (APC 1.00 G6.00)
• 6.00 Hours PA Continuing Legal Education (1.00E 6.00S)
• 6.00 Hours CFTA Credit
• 6.00 Hours WV Insurance Department
• 5.00 Hours OH Department of Insurance
• 1.00 Hours OH Department of Insurance (Ethics)
• 6.00 Hours Certified Financial Planners

Registration Fee
– Register by 09/21/26:
– $200/Individual
– $185/Each (for a team of 3 or more)

– Register on or after 09/22/26:
– $215/Individual
– $200/Each (for a team of 3 or more)

NOTE: Materials will be supplied via email prior to the start of the program. Please add $30 for printed/bound materials.

Cancellation Policy
Full refunds will be given for written or e-mailed cancellations
received before October 1, 2026.  No refunds for cancellation
after that date.

Steven B. Waters, CFA / Chair
RiverBridge Wealth Management of Raymond James.

Benjamin M. Cox, Esq.
Herndon, Morton, Herndon & Yaeger

David R. Croft, Esq.
Spilman, Thomas & Battle, PLLC

Christopher C. Freeman, CFP
Raymond James Financial Services, Inc.

Anthony J. Habbit, BS
WesBanco Trust and Investment Services

John W. Parkinson, CFP
Appalachian Capital Management Ltd.

Miranda Parkinson
Appalachian Capital Management Ltd.

Bill Hall
SR Snodgrass

Tyler Brautigan, CFP
Commonwealth Financial