Event Info

The 65th Annual Tri-State Tax Institute

The 65th Annual Tri-State Tax Institute will be a full day event held in person on Tuesday, October 24, 2023.

  • Location: The Highlands Event Center

For ONLINE Payments and to register:


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

Projected* CEU credits:

  • WV Accountancy Board – 7.5 hrs.
  • OH Accountancy Board (1.0 PSR) – 7.5 hrs.
  • PA Accountancy Board – 7.5 hrs.
  • WV CLE (1.20 Legal Ethics) – 6.0 hrs.
  • OH CLE (1.0 Prof. Conduct) – 6.25 hrs.
  • PA CLE (1.00E) – 6.0 hrs.
  • ABA/CTFA – 8.0 hrs.
    • 6.5 CRSP
    • 4 CISP Credits
  • WV Insurance, General – 8.0 hrs.
  • OH Insurance – 7.5 hrs.
  • CFP – 6.0 hrs.

* Currently filing for CEU approval. Actual availability TBD.

Registration Fee
– Register by 09/25/23:
– $185/Individual
– $170/Each (for a team of 3 or more)

– Register on or after 09/26/23:
– $200/Individual
– $185/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, 2023.  No refunds for cancellation
after that date.