Tri-State Tax Institute

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Tri-State Tax Institute Annual Conference on Tax and Estate Planning in
Wheeling, West Virginia BOARD OF DIRECTORS
Steven B. Waters, CFA / Chair
Raymond James Financial Services, Inc.

About The Tri-State Tax Institute

The Tri-State Tax Institute is an annual conference for attorneys, trust officers, accountants, insurance advisors, wealth management professionals and bankers. The lectures offer comprehensive coverage of the latest planning techniques and strategies for tax and estate planning, investments, wealth planning and other relevant topics. Attendees also enjoy unparalleled networking and professional development opportunities that make attending the Institute a valuable investment for every professional in the Northern Panhandle of West Virginia, Eastern Ohio and Southwestern Pennsylvania. As the largest gathering of estate and tax planning professionals in Wheeling, the Institute offers a unique opportunity to exchange ideas and network. 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

James F. Kacsmar, CPA, AEP, CGMA

Robert J. Krall, Esq. Herndon, Morton, Herndon & Yaeger

John W. Parkinson, CFP
Appalachian Capital Management Ltd. Miranda Parkinson
Appalachian Capital Management Ltd. LaDonna R. Tomei, CPA
Felton CPA, A.C. Jeremy Wilson, CPA
Zeno Pockl Lilly and Copeland, A.C.

07/07/2026
10/28/2025
67th Tri State Tax Institute
10/28/2025

67th Tri State Tax Institute

There is still time to register!Join us for the 67th Annual Tri-State Tax InstituteA full-day, in-person event on Tuesda...
10/24/2025

There is still time to register!

Join us for the 67th Annual Tri-State Tax Institute

A full-day, in-person event on Tuesday, October 28, 2025 at The Highlands Event Center.

Earn valuable credits, hear from top industry experts, and network with fellow professionals.

📅 Don’t miss out — reserve your seat today!
👉

Read more about Welcome from West Liberty University. Call 1.866.WESTLIB today!

📢 Join us for the 67th Annual Tri-State Tax Institute🗓 Tuesday, October 28, 2025📍 Highlands Event Center➡️ Full Day, In-...
09/16/2025

📢 Join us for the 67th Annual Tri-State Tax Institute
🗓 Tuesday, October 28, 2025
📍 Highlands Event Center
➡️ Full Day, In-Person Event

Don’t miss this opportunity to connect, learn, and stay ahead in the world of tax and finance.

⚠️ Early Registration ends September 22nd!
Reserve your spot today and take advantage of early savings.

🔗 https://westliberty.edu/tristatetax

10/28/2024

📣 Reminder

Tomorrow is the big day for the Tri-State Tax Institute. It is not too late to join us for a day filled with insights, networking, and expert discussions. Don't miss out on this opportunity to elevate your tax knowledge.

Sign up now and see you there!

10/22/2024

🌟 Ready to elevate your tax game? Join the Tri-State Tax Institute for expert insights, networking opportunities, and the latest strategies to boost your practice! 📈

Don’t miss out—secure your spot today and take your career to the next level!

👉 Sign up now:

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208 University Drive, CUB 133
West Liberty, WV
26074

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