The Preeminent Programs for Flow-Through Tax Planning.  

In 2026, we will be presenting our programs in both a virtual and in-person format. 

For 40 years, the Tax Forum has been assisting CPAs, attorneys and other top tax professionals to…

    • stay up-to-date on flow-through tax planning concepts and strategies
    • explore structures to help their clients accomplish their economic objectives, while minimizing taxes
    • gain insights via an interactive, accessible and always enjoyable format
    • earn up to 20 CPE/CLE credit hours per program

Tax Forum's goal is to make our attendees heroes with their clients, by providing them tools, planning techniques and structures to save their clients money and get them better tax results. 

Our premier seminar, the "Annual Partnership, LLC & S Corporation Tax Planning Forum," or simply the "Forum®," is an intensive flow-through entity tax planning seminar, which incorporates recent developments from Congress, Treasury, the IRS and case law into the hottest flow-through planning techniques. intensive flow-through entity tax planning seminar, which incorporates recent developments from Congress, Treasury, the IRS and case law into the hottest flow-through planning techniques. 

Presented entirely new every year, the Forum provides attendees with cutting-edge strategies to take advantage of tax planning and business planning opportunities. This seminar is presented in a fast-paced give and take between presenters and attendees and is illustrated through real-life transactions you’re likely to see in your practices. 

As the Forum deals with advanced techniques, it is best suited for tax professionals who have a good working knowledge of flow-through taxation.

Tax Forum

Org chart

Teams

Offices

Tax Forum

Org chart

Teams

Offices

Related companies