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Programs for Flow-Through Tax Planning and Training

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Experience the Magic! Flow-through tax training at Disney!

This is truly the best of both worlds – World-class flow-through tax education in the heart of Walt Disney World. Whether you bring the entire family or you just enjoy being a “Disney Adult” you’re going to love the Tax Planning Forum® December 10th and 11th at Disney’s beautiful Swan Resort. This event almost always sells out so register now and stay in the magic!

Steps away from EPCOT, Hollywood Studios and more!
Learning the latest from the world’s top flow-through tax professionals is just the beginning. You’ll have plenty of time to enjoy the sights, sounds, food and fun of Walt Disney World. Staying at the Swan resort literally puts you in the heart of the magic.

Stay at the beautiful Swan Resort on the shores of Disney’s Crescent Lake.
After a day of flow-through tax education you can stroll – or take a boat ride – to EPCOT, Hollywood Studios, or Disney’s Boardwalk. The Magic Kingdom, Animal Kingdom, Typhoon Lagoon, Blizzard Beach, and Disney Springs are easily reached as well. Plus, each night you can watch EPCOT fireworks right from your resort’s property.

Experience all of the magic at the magical, award-winning Swan Resort.

If you can dream it, you can do it!
Walt Disney said it; Tax Forum is making it real. Enjoy world-class flow-through tax training and all of the magic of Walt Disney World. Here are a few holiday events to look forward to:

Getting to Orlando is easy and well worth the trip.
Fly or drive, if you’re in the Midwest or you’re on the East Coast, it’s almost magical how easy it is to get to Walt Disney World. Best of all, once you arrive at your resort, Disney transportation isn’t just free, it can take you literally anywhere on property.

You’re never too old for a little magic!
The best tax-flow through training at the happiest place on earth. Our in person program in Orlando typically sells out. So, don’t miss your chance to improve your flow-through tax knowledge and rediscover your smile at Walt Disney World. Register Now!

None of the authors is rendering legal, accounting or other professional advice. If such advice is required, it is strongly recommended that a professional advisor be engaged.

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What Attendees Are Saying

“The Q&A sessions are my absolute favorite part of the program. The examples presented for every issue are great as well.”
VP, 275-person accounting firm
"Excellent presenters. Great materials which will be a valuable reference."
Attorney, 150-person firm
"I enjoyed the interaction between the two presenters and casual atmosphere. Good outline and book to use later."
Employee of 80-person real estate company
"Both presenters took difficult subject matters and made them very understandable."
CPA, 50-person firm
"The class was very upbeat and moved along quickly. I enjoyed looking at the BIG picture to help analyze other situations."
CPA, 40-person firm
"The overall topic range was great. I liked the fact that Chuck and Michael kept the training moving and we did not dwell too long in any given area."
CPA, 800-person firm
"Presenters were excellent and have great presentation skills."
CPA, 15-person firm
"The pace of the program was good. The planning examples were also useful in that they have practical application."
CPA, 150-person firm
"Enjoyed the depth and easy delivery — very polished — very professional."
Attorney, 350-person firm
"Enjoyed the ability of the speakers to make difficult subjects interesting."
CPA, 64-person firm
"I learned things with immediate value added to my clients."
CPA, 25-person firm
"Enjoyed the ability of speakers to mesh rules with practical examples."
Attorney, 50-person firm
"I thought the material was presented very well. The interaction between the speakers kept the discussions interesting. Additionally, I found their teaching style to be very informative."
CPA, 15-person firm
"Excellent coverage of the topics; organized and on schedule. First class job on all accounts. Love the approach of emphasizing concepts and transactions."
Owner of nursing homes with 27,000 employees
"Messrs. Levun & Cohen tackle and explain the 704 and 752 rules with very professional workbooks and examples."
Attorney, 80-person firm
"I enjoyed the transaction approach to learning — it is very, very effective."
CPA, 700-person firm
"It was extremely informative — just what I had been looking for to expand my knowledge in the area....Helped me to be even more aware of the areas where more in-depth knowledge is required than I have and yet to also be able to do more on my own."
Attorney, 45-person firm
"This is exactly what I needed to grow my practice! Wish I had done this years ago."
Partner, top 10 CPA firm
"The panel is the most knowledgeable and practical of all professional seminars I attend."
CPA, 115-person firm
"I liked the team approach and that all stayed involved throughout the program. Covered lots of material in detailed fashion without being boring."
Employee, 50-person investment firm
"A great job. Best part is instructors’ access to questions."
Attorney, 12-person firm
"Enjoyed the panel approach, interaction between the panelists and audience. Common sense, down to earth approach to tough issues and focus on planning ideas and products."
CPA, 70-person firm
"Enjoyed the use of real world situations with structural analysis and alternative solutions to problems. Interaction between panel keeps program interesting."
Attorney, 180-person firm
"This is one of the best planned programs I attend each year. The best I should say. Also, the obvious competence of the faculty in presentation makes it #1."
CPA, sole practitioner
"I especially like the use of practical examples and live transactions as well as the instructors' thoughts. This clearly sets this forum apart from other programs. I also enjoyed the review of the economics of the various transactions! Very well done!!"
Employee of investment management firm
"I enjoyed the cutting-edge planning techniques.... Simply the best program out there."
CPA, 50-person firm
"Great explanations and speaker interaction with each other and the audience."
Attorney, 150-person firm
"They are the most creative in the discussion leader business — I talked five tax partners into coming and they loved it."
CPA, 140-person firm
"Levun & Cohen are the best tag-team discussion leaders I've ever encountered."
Family real estate business owner
"Enjoyed that all instructors participated in each subject, the discussion among them, and the perspectives and presentation that flowed evenly. It was the best seminar I have ever attended."
IRS attorney
"Cohen & Levun are outstanding presenters who do an excellent job of integrating examples with technical rigor. These materials are the best I've ever seen at integrating new laws/regs/authority with existing materials and examples."
CPA, 10-person firm
"Enjoyed the instructors! They did a great job of presenting complicated materials. The transaction-oriented format was excellent. This is probably the best training session I've ever been to."
Closely held family business owner
"You just can't find their combination of experience, knowledge and expertise in communication and application of knowledge anywhere else!"
CPA, 80-person firm
"Enjoyed its practical application to client issues and matters. One of the best seminars I have attended."
Attorney, 175-person firm
"This program always pays for itself many times over, as I can apply many of the items discussed to multiple clients."
CPA, 100-person firm
"Truly helped me take my practice to the next level."
Sole Practitioner, Law Firm
I get ideas that are extremely relevant and applicable… and a validation of things I have already done.”
Managing Director, Global Consulting Firm
"Event was well put together for the virtual format. Of the virtual CPE I have done, this by far has been the best."
Partner at 300+ person accounting firm
"Best program in the area of partnerships and S corps I have attended in my 35+ years of practicing as a CPA/tax advisor."
Partner regional accounting firm
"Adapted well to the virtual experience this year, really enjoyed it and greatly appreciate all of the time, energy and effort from the team that went into pulling it off this year."
Partner at top 20 accounting firm
"I thoroughly enjoyed this seminar being virtual. The effort that was put in to make this interactive and informative was very obvious and appreciated."
Senior Tax Accountant at 300+ person accounting firm
"The content is always relevant to my practice and incredibly helpful."
CPA at 375+ person accounting firm
“In the 47 years I have been in CPA practice, I have been to gazillions of seminars. None have come close to the level and consistency of quality that I have experienced in the many years I have attended the Forum.”
Partner, national accounting firm
"The perfect balance of technical training coupled with real-life transactions. A favorite of the staff year after year."
Board Member, Top 10 Accounting Firm