Forum XXXIII General Information
Registration Fees: In advance - $1,425 per person, discounted to $1,375 each for two or more persons from the same organization. At the door - $1,475. Attending one day only, in advance - $1,225; at the door - $1,275. Fee includes all Forum materials, day one luncheon, continental breakfast and coffee breaks.
Cancellation Policy: Full refunds will be given for cancellations received 20 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.
Optional Networking Dinner: $66 per person (companions welcome). Refunds will be given for cancellations received at least three days prior to the dinner first selected.
Program Check-In: Day one registration will begin at 7:30 a.m.
Program Prerequisites/Level: This 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 knowledgable 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. No advance preparation is required for this group live tax 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). Forum XXXIII should qualify for up to 16 hours of CPE or CLE credit based on a 50-minute credit hour. 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: nasbaregistry.org .
For more information regarding administrative policies such as complaint resolution, please contact Customer Service at 1-800-286-4760. Customer Service is also available at taxforums.com
Program Cancellation: Program sponsors reserve the right to change a scheduled event, meeting place or content without further notice, if circumstances dictate. Registration fees will be refunded for any rescheduled or cancelled program.
Blocks of rooms will be held at the listed hotels until 30 days before each program (subject to availability). (A portion of the room revenues will defray conference expenses.) Please make your own hotel reservations, identifying yourself as a 2019 Tax Planning Forum registrant, to qualify for the room rates noted (which do not include applicable taxes).
Questions? Please email us or call (800) 286-4760