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Tax Forum

Programs for Flow-Through Tax Planning and Training

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Tax Planning Forum

Now in its 40th year, our flagship program will immerse you in today’s brightest new strategies, techniques and innovative flow-through tax-planning concepts and leave you with a year’s worth of income-generating ideas. Instead of long, boring lectures, you’ll enjoy rapid-fire exchanges between faculty members on today’s hottest partnership, LLC and S corporation tax issues – simplified, analyzed and brought to life with hands-on demonstrations of actual transactions like those you are likely to encounter (View Program Details). Offered in both virtual (group internet based) and in-person (group live) formats, as detailed below.

Tax Planning Forum

October 22-23, 2026 (Th-Fr) 2-Day Virtual Program

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Tax Planning Forum

October 28-30, 2026 (We-Fr) 3-Day Virtual Program

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Tax Planning Forum

November 5-6, 2026 (Th-Fr) 2-Day In-Person Program Flamingo Hotel, Las Vegas
*Additional $360 In-Person Fee

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Tax Planning Forum

November 16-19, 2026 (Mo-Th) 4-Day Virtual Program

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Tax Planning Forum

December 2-4, 2026 (We-Fr) 3-Day Virtual Program

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Tax Planning Forum

December 10-11, 2026 (Th-Fr) 2-Day In-Person Program Walt Disney World Swan, Orlando
*Additional $360 In-Person Fee

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Tax Planning Forum

December 17-18, 2026 (Th-Fr) 2-Day Virtual Program

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Tax Planning Forum

January 12-14, 2027 (Tu-Th) 3-Day Virtual Program

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PROGRAM PRICING INFORMATION

Tax Forum presents the most innovative and comprehensive flow-through tax programs available and are competitively priced with other elite tax industry instructional programs. Generous discounts are available for groups of firm registrants, and early-bird pricing is also available — register by July 31, 2026, to receive a $50 discount per registrant. Prices shown below are for 2026 Tax Planning Forum programs.

1 Attendee $1,675
2-9 Attendees $1,625 per each registrant in excess of one at either program
10-25 Attendees $1,525 per each registrant in excess of nine at either program
26-50 Attendees $640 per each registrant in excess of 25 at either program

LARGE GROUP DISCOUNTS

Bringing 50 or more attendees from your firm?

Join our Premier Partner program and receive substantial discounts and added benefits. Contact Michelle Petrus at m.petrus@taxforums.com or 800-286-4760

Each person viewing any of the programs is required to register for that program. Additional Program Information

PROGRAM SUMMARY

This program is presented in a transactional format, with faculty members utilizing practical examples to illustrate the issues being discussed. An analysis of recent legislation and the latest cases, regulations, and rulings will be integrated into each session, as will issues raised with the faculty throughout the year by prior attendees. Program content and timing are based upon the current status of the law and may be modified if warranted by new developments. (Some of the content may not be covered orally.)

The 2026 program will be finalized in the spring of 2026 and will be updated as warranted by new developments; however, the program is expected to include:

I. Structuring Techniques for 2026 and Beyond – An In-Depth Look at Closely Held Business Planning

II. Forum XL’s Top Ten: 2026’s Most Significant Flow-Through Issues and Avoidance of Foot Faults

III. Emerging Partnership and LLC Topics For 2026 and Beyond

  • The impact of OBBBA guidance on flow-through entity structuring and tax reporting
  • §1402(a)(13) SE tax developments and litigation status, including the important taxpayer victory in Sirius Solutions
  • 2026’s §704(b)/§704(c)/§752 structuring issues and techniques
  • Computing the eligible §1202 exclusion after incorporating a partnership and other §1202 developments
  • Using a partnership division to effectuate a §1031 exchange
  • The uncertain application of the §7701(o) economic substance doctrine and the conflict between the Liberty Global and Patel decisions
  • Reporting transaction costs when buying or selling a business
  • Negotiating the decision-making scope of the powers of the BBA partnership representative when representing the selling, incoming, or continuing partner

IV. Hot S Corporation Topics for 2026 and Beyond

  • What to watch out for in S corporation/partnership combination transactions
  • Structuring S corporation shareholder-exit transactions
  • Avoiding traps for the unwary when a trust holds S corporation stock

Chuck, Michael and Scott will entertain questions from attendees throughout the virtual programs (which include scheduled live Q&A sessions) and during and after the in-person programs.

Program materials and presentations will provide information relating to the covered subject matter. None of the faculty, presenters, authors or publisher will be rendering legal, accounting or other professional advice. If such advice is required, it is strongly recommended that a professional advisor be engaged.

UNSURE OUR PROGRAMS ARE FOR YOU?

Test drive a free 30-minute clip from a recent Tax Planning Forum program. You’ll find it informative and relevant, and it’s absolutely free.

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Emerging Issues and Insights

In-depth analysis of topics of interest to tax planning professionals

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