Whitefish, Montana

June 11-17, 2023

Today Whitefish, Montana is a vibrant town near Glacier National Park, that welcomes visitors who rub elbows with friendly locals at its coffee shops, bars and boutiques. Local eateries vary from casual to elegant, many serving locally-harvested ingredients from the Flathead Valley’s bountiful farms. The Whitefish Farmers Market brings everyone together every Tuesday night from late May through September where local farmers and artisans offer a bounty of goods. On any given summer evening, Whitefish is lively with pedestrians strolling to its locally-owned breweries, distilleries, bars, or the ever-popular Sweet Peaks ice cream shop.


  • 7 days/6 nights: Golf/Nordic View
  • Upgrades: Loft Suite – One King and Two Twin Beds - Limited Availability, please ask for details.
  • Package excludes the cost of conference fee.
  • Hotel package costs are subject to change without notice.
  • Please see Dossier for hotel cost, and conference fee prices


Grouse Mountain Lodge, pairs spectacular mountain views and the unique charm of Whitefish with friendly service and modern lodge accommodations. After a day of exploring Glacier National Park, return to a cozy lobby and comfortable rooms that’ll make you feel right at home.
Hotel rating: 4-Star


Suggested Activities for You and Your Family

  • City Beach
  • Whitefish Lake
  • Whitefish Mountain Resort
  • Columbia Falls
  • Flathead Valley
  • Visit Glacier National Park

FLEXIBLE CANCELLATION POLICY - See Conference Dossiers for Details

Conference Schedule

Day Time
Jun 11 - Sun
Arrival Day
6:30 - 7:00pm

Hospitality Desk - Welcome to Whitefish Orientation Meeting
Jun 12 - Mon


2023 Individual Tax Update
CPE Hours: 6 Group Live – Taxes*

Reception hosted by NTI
Jun 13 - Tue
Business Tax Developments - 2023
CPE Hours: 6 Group Live - Taxes*
Jun 14 - Wed
Day of leisure No meeting scheduled
Jun 15 - Thu
Asset Protection Strategies for Individuals and Business Owners
CPE Hours: 6 Group Live - Taxes*
Jun 16 - Fri
New Developments: Estate, Gift, Benefits and Retirement Planning - 2023
CPE Hours: 6 Group Live - Taxes*
Jun 17 - Sat
Recommended day of departure

*Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and will be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at the customer’s option.

Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study=16 CPEs for a total of 40 CPEs.


Group live CPE (4 days at 6 CPEs per day) 24 CPE hours
Self-study supplement* 16 CPE hours
Total CPEs 40 CPE hours
* Distributed either on-site or in a downloadable PDF format

For conference registration or information: 888-515-3674 Ext 1, fax to 888-552-9749, or email conferences@nticpe.com to register by credit or debit card (MC/VISA) or check.

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