^  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 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.

                                                        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 mpetrus@taxforums.com 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 CPA or tax attorney 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 be a CPA or tax attorney who has had some limited exposure to flow-through principles. No advance preparation is required for either program.

CPE/CLE Credit: Attendees generally will receive CPE/CLE credit, with program sponsors cooperating to certify attendance. Application for approval has been submitted to the appropriate state agencies, including the State of California (whose approval is pending). Each program should qualify for up to 20 hours of CPE or CLE credit based on a 50-minute credit hour and if all live Q&A sessions are attended. Because the credit requirements vary from state to state and are governed by different regulatory agencies, we suggest you contact your governing body about your individual requirements and the applicability of the program to meet them.

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.