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Tax Forum

Programs for Flow-Through Tax Planning and Training

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The 2026 Tax Forum Program Schedule Is Here!

For the 40th straight year, it’s our pleasure to announce the full schedule for a new season of the industry’s preeminent educational programs for flow-through tax planning: Tax Planning Forum® and the Fundamentals of Flow-Through®. The 2026 schedule for our Tax Forums programs is listed below:

TAX PLANNING FORUM (view program details)

October 22-23, 2026 (Th-Fr) 2-Day Virtual Program 8:00am – 5:50pm CDT
October 28-30, 2026 (We-Fr) 3-Day Virtual Program 10:15am – 5:00pm CDT
November 5-6, 2026 (Th-Fr) 2-Day In-Person: Las Vegas Two full-day sessions
November 16-19, 2026 (Mo-Th) 4-Day Virtual Program 12:00pm – 4:40pm CST
December 2-4, 2026 (We-Fr) 3-Day Virtual Program 11:15am – 6:00pm CST
December 10-11, 2026 (Th-Fr) 2-Day In-Person Program: Orlando Two full-day sessions
December 17-18, 2026 (Th-Fr) 2-Day Virtual Program 8:00am – 5:50pm CST
January 12-14, 2027 (Tu-Th) 3-Day Virtual Program 10:15am – 5:00pm CST

FUNDAMENTALS OF FLOW-THROUGH (view program details)

May 19-21, 2026 (Tu-Th) 3-Day Virtual 10:15am – 5:00pm CDT
June 23-25, 2026 (Tu-Th) 3-Day Virtual 10:15am – 5:00pm CDT
October 19-21, 2026 (Mo-We) 3-Day Virtual 10:15am – 5:00pm CDT
October 26-27, 2026 (Mo-Tu) 2-Day Virtual 8:00am – 5:50pm CDT
November 2-3, 2026 (Mo-Tu) 2-Day In-Person: Las Vegas Two full-day sessions
November 9-12, 2026 (Mo-Th) 4-Day Virtual 12:00pm – 4:40pm CST
Nov. 30- Dec. 1, 2026 (Mo-Tu) 2-Day Virtual 8:00am – 5:50pm CST
December 14-16, 2026 (Mo-We) 3-Day Virtual 11:15am – 6:00pm CST
January 5-7, 2027 (Tu-Th) 3-Day Virtual 10:15am – 5:00pm CST

To get an early start on brushing up your skills on partnership, LLC and S corporation taxation, consider attending one of the two virtual 3-day sessions of our Fundamentals of Flow-Through® program scheduled for May 19-21 and June 23-25; Early Bird registration is now available!

If you would like to attend one of our in-person programs in Las Vegas or Orlando, we suggest registering early to secure your spot, as our in-person sessions have limited capacity.

Lastly, in addition to newly updated editions of our flagship Tax Planning Forum and Fundamentals of Flow-Through programs this year, we’re poised to add several new offerings this year, including:

  • Free webinars focusing on timely flow-through taxation topics, each offering CPE credit;
  • Additional self-study programming, also CPE credit-eligible;
  • An expanded offering of our Asia Fundamentals program for global partners;
  • Plus several other exciting program introductions, now in development.

So, stay tuned to our programming updates throughout the year as we announce details on these offerings. Click “Subscribe to our Updates” to receive email updates or follow us on LinkedIn for our latest news.

If you have any questions about our programs, group pricing or our Premier Partner program, do not hesitate to reach out to Tax Forum Program Director Michelle Petrus at m.petrus@taxforums.com or 800-286-4760.

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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CPA, 115-person firm
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Employee, 50-person investment firm
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Attorney, 12-person firm
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CPA, 70-person firm
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Employee of investment management firm
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CPA, 50-person firm
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CPA, 140-person firm
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Family real estate business owner
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IRS attorney
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CPA, 10-person firm
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Closely held family business owner
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CPA, 80-person firm
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Partner at 300+ person accounting firm
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Partner regional accounting firm
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Partner at top 20 accounting firm
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Senior Tax Accountant at 300+ person accounting firm
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CPA at 375+ person accounting firm
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Partner, national accounting firm
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Board Member, Top 10 Accounting Firm