WEBINARS

Emerging Issues and Insights

August 6, 2026

Select Issues in Partnership Profits Interests

Thursday, September 24, 2026
12-1:00pm CDT

This complimentary webinar will examine several issues that can arise in connection with the structuring and the ownership of a partnership profits interest, including the following:

Using “catch-up” distributions to mimic a capital interest
Ensuring tax-free vesting
Qualification for §1202 gain exclusion when the partnership owns §1202 stock

CPE Credit: 1.0 Credits (No partial credit)
Delivery Method: Group Internet Based
Field of Study: Taxes
Program Level: Basic
Prerequisites: None

Watch Webinar

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

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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

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CPA, 700-person firm

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Attorney, 45-person firm

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Partner, top 10 CPA firm

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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

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Attorney, 180-person firm

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CPA, sole practitioner

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Employee of investment management firm

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CPA, 50-person firm

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Attorney, 150-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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Attorney, 175-person firm

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CPA, 100-person firm

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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

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Senior Tax Accountant at 300+ person accounting firm

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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