Two New Tax Forum Programs Added for January 2022

Due to popular request, we have added two more 3-Day programs to take place in early January 2022.

  • "Fundamentals of Flow-Through"® - January 4-6, 2022

  • Tax Planning Forum® - January 11-13, 2022

These programs are in addition to our remaining Tax Planning Forum programs in December 2021.

  • Tax Planning Forum® - December 7-9, 2021

  • Tax Planning Forum® - December 13-16, 2021

Meanwhile, we continue to receive humbling feedback from our 2021 attendees:

“Every year, I find several ideas that solve issues in my day to day practice. This course gives me a competitive edge.”

“Phenomenal presenters … have been extremely helpful in saving our firms’ clients a significant amount of money over the years.”

“Real world examples. Also appreciate the quality of the production and live Q&A.”

“The delivery was great! The excellent explanations, examples, and the conversation between Chuck and Michael made this the best CPE course that I've ever attended!”

Register now to secure your opportunity to earn up to 20 CPE/CLE credits.

To keep up to date on tax planning and Tax Forum news, please subscribe to our updates on the right side of this page and follow us on social media.


Our premier seminar, the "Annual Partnership, LLC & S Corporation Tax Planning Forum," or simply the "Forum®," is a 20-hour CPE/CLE (based on a 50-minute credit hour and if all live Q&A sessions are attended) intensive flow-through entity tax planning seminar, which incorporates recent developments from Congress, Treasury, the IRS and case law into the hottest flow-through planning techniques. Presented entirely new for the 35th year, the Forum provides attendees with cutting-edge strategies to take advantage of tax planning and business planning opportunities. As the Forum deals with advanced techniques, it is best suited for tax professionals who have a good working knowledge of flow-through taxation. The Forum is completely rewritten each year to present the latest in flow-through tax concepts. This is why over 70% of our attendees each year have attended before. 

Read a summary of topics to be covered at the 2021 Tax Planning Forum.


Need to build on your knowledge of flow-through taxation? We also present the "Fundamentals of Flow-Through"® Partnership, LLC & S Corporation Tax Seminar, likewise a 20-hour CPE/CLE program (based on a 50-minute credit hour and if all live Q&A sessions are attended). Our "Fundamentals of Flow-Through"® course is targeted toward tax professionals who would like to develop a more solid and integrated foundation in partnership, LLC and S corporation taxation, or who just want to brush up on flow-through entity fundamentals. It is an essential course for tax professionals of every skill level and years of experience.

Read a summary of topics to be covered at the 2021 Fundamentals of Flow-Through® Seminar.

Seminar Schedule

Block off your calendars now for any of the following programs:

Thirty-Fifth Annual Partnership, LLC & S Corporation Tax Planning Forum®

2-DayOctober 20-21, 2021 (We-Th)8:00am - 5:50pm CDT
2-DayOctober 28-29, 2021 (Th-Fr)10:00am - 7:50pm CDT
3-DayNovember 2-4, 2021 (Tu-Th)10:15am - 5:00pm CDT
4-DayNovember 15-18, 2021 (Mo-Th)1:30pm - 6:10pm CST
3-DayDecember 7-9, 2021 (Tu-Th)11:15am - 6:00pm CST
4-DayDecember 13-16, 2021 (Mo-Th)12:00pm - 4:40pm CST
January 11-13, 2022 (Tu-Th)
10:15am - 5:00pm CST

Twenty-Sixth Annual "Fundamentals of Flow-Through"® Partnership, LLC & S Corporation Tax Seminar 

2-DayOctober 18-19, 2021 (Mo-Tu)8:00am - 5:50pm CDT
2-DayOctober 26-27, 2021 (Tu-We)10:00am - 7:50pm CDT
4-DayNovember 8-11, 2021 (Mo-Th)1:30pm - 6:10pm CST
3-DayNovember 30-December 2, 2021
11:15am - 6:00pm CST
January 4-6, 2022 (Tu-Th)
10:15am - 5:00pm CST

^  The two-day courses include three breaks and a 45-minute lunch break. The three-day courses include two breaks and a 45-minute lunch break. The four-day courses include two breaks.

^^ Chuck and Michael will hold 3 hours of live Q&A sessions to answer your specific and tactical questions. The two-day courses include Q&A sessions both adjacent to the lunch break and at the conclusion of each day. The three-day and four-day courses include Q&A sessions at the conclusion of each day.

Seminar Pricing for 2-Day, 3-Day and 4-Day Programs

Total # of Firm Registrants
Forum Registration Fee
Fundamentals Registration Fee
$1,325 per registrant in excess of 1 at either program
$1,045 per registrant in excess of 1 at either program
$1,225 per registrant in excess of 9 at either program 
$945 per registrant in excess of 9 at either program 
$475 per registrant in excess of 25 at either program 
$475 per registrant in excess of 25 at either program 
Contact for special group pricing
100+Contact for special group pricing

                                                        Each person viewing the program is required to register.

*Group Pricing: In calculating group pricing, Forum registrants are priced before Fundamentals registrants.
Call (800) 286-4760 or send an email to with any questions.

Early-Bird Discount: Register by July 30, 2021, and receive an additional $50 discount per registrant.

Printed Materials: Limited quantities of hard copies of program materials available at cost plus shipping ($72). Order online as part of the seminar registration or call (800) 286-4760.

Cancellation Policy: Full refunds will be given for cancellations received 10 days prior to the program first selected. There will be no refunds for cancellations after these dates. Substitutions from the same firm will be accepted at any time.

Program Cancellation: Program sponsors reserve the right to change a scheduled event or content without further notice. Registration fees will be refunded for any rescheduled or cancelled program.

Program Prerequisites/Level: The Forum is an advanced program designed (a) to provide participants with knowledge of tax planning opportunities using flow-through entities, (b) to make participants aware of changes in the law impacting the use of flow- through entities and (c) to become more knowledgeable of the tax rules that apply to flow-through entities. A participant should be a tax professional with (i) at least two years of concentrated experience in flow-through taxation or (ii) at least five years of general tax experience with a general understanding of flow-through principles. “Fundamentals of Flow-Through” is an intermediate program designed to provide participants with a better understanding of the tax rules relating to the operation and use of flow-through entities and to make participants aware of changes in the law impacting the use of flow-through entities. A participant should have had some limited exposure to flow-through principles. No advance preparation is required for either program.

CPE/CLE Credit: Both programs should qualify for up to 20 hours of CPE credit (based on NASBA Certification), depending on your attendance. Each year, Tax Planning Forum LLC seeks to register each of our programs for CLE credit in states where CLE is mandatory. We anticipate that our programs should qualify for up to 16 CLE credit hours (based on 60-minute credit hours) or 20 CLE credit hours (based on 50-minute credit hours), depending on your attendance and state. As approval of each program for CLE credit is governed by a variety of governing bodies and state agencies, no assurance can be provided that it will so qualify in your state. If you require CLE credit, we suggest that you contact us about the status of qualification of our programs for CLE credit in your state. (Note that CLE approval is pending in the state of California.)

Tax Planning Forum, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

For more information regarding administrative policies such as complaint resolution, please contact Customer Service at (800) 286-4760. Customer support is also available at the Tax Forum website.

Questions and Next Steps

Use the online registration to sign-up. Should you have questions regarding the 2021 programs, contact us at (800) 286-4760 or at

View Our Most Recent Webinar

Title: Personal Goodwill in M&A Transactions: Business, Structuring and Tax Considerations


Hear What Others Are Saying!

"Truly helped me take my practice to the next level."

Jessica Oldani, Oldani Entrepreneurial Law, P.C.

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