Announcing the 2023 Tax Planning Forum® and the Fundamentals of Flow-Through® seminars

The Pre-eminent Programs for Flow-Through Tax Planning

In 2023, we will be presenting our programs in both a virtual and in-person format. Use the schedule below to find the dates that best meet your schedule, and join us virtually from the comfort of our home or office or in person as we present the leading flow-through tax planning programs.

For more than 35 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

Co-sponsored by the Illinois CPA Society

But don’t take it from us! Hear it directly from your peers:

“This is the best seminar I attend each year.”

“The delivery of the material is so natural that it makes it easy to follow and you find yourself absorbing concepts without even knowing it.”

The materials are phenomenal and of course you guys do a fabulous job of explaining complicated things.”

“I always look forward to Fundamentals or Forum programs. They are both amazing programs for practicing tax professionals.”

I ALWAYS recommend you guys to my colleagues. ALWAYS!! Thanks for yet another great seminar!”

Register now
to ensure you get your choice of dates for either virtual or in-person programs
. Note: the in-person programs have limited seating and are first come, first served.


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, case law and the many issues raised throughout the year by our attendees into the hottest flow-through planning techniques. Presented entirely new for the 37th year, the Forum provides attendees with cutting-edge strategies to take advantage of tax planning and business planning opportunities. As the Forum deals with advanced techniques, it is best suited for tax professionals who have a good working knowledge of flow-through taxation.

Read a summary of anticipated topics to be covered at the 2023 Tax Planning Forum.


Need to build on your knowledge of flow-through taxation? Our Fundamentals of Flow-Through program is targeted toward professionals who would like to develop a more solid and integrated foundation in partnership, LLC and S corporation taxation or who just want to brush up on flow-through entity fundamentals. It is an essential course for tax professionals of every skill level and years of experience.

Read a summary of anticipated topics to be covered at the 2023 Fundamentals of Flow-Through® Seminar.

Seminar Schedule

Block off your calendars now for any of the following programs:

Thirty-Seventh Annual Partnership, LLC & S Corporation Tax Planning Forum®

ProgramDateTime *
2-Day VirtualOctober 19-20, 2023 (Th-Fr)8:00am - 5:50pm CDT
3-Day VirtualOctober 25-27, 2023 (We-Fr)10:15am - 5:00pm CDT
2-Day In-Person: Las Vegas
November 2-3, 2023 (Th-Fr)
Two full-day sessions **
4-Day Virtual
November 7-10, 2023 (Tu-Fr)12:00pm - 4:40pm CST
2-Day VirtualNovember 16-17, 2023 (Th-Fr)10:00am - 7:50pm CST
3-Day Virtual
November 28-30, 2023 (Tu-Th)
11:15am - 6:00pm CST
2-Day Virtual
December 14-15, 2023 (Th-Fr)
8:00am - 5:50pm CST
4-Day Virtual
December 18-21, 2023 (Mo-Th)
12:00pm - 4:40pm CST
3-Day Virtual
January 16-18, 2024 (Tu-Th)
10:15am - 5:00pm CST
2-Day In-Person: Orlando
January 25-26, 2024 (Th-Fr)
Two full-day sessions **

Twenty-Eighth Annual Fundamentals of Flow-Through® Partnership, LLC & S Corporation Tax Seminar 

ProgramDateTime *
2-Day VirtualOctober 17-18, 2023 (Tu-We)8:00am - 5:50pm CDT
2-Day VirtualOctober 23-24, 2023 (Mo-Tu)10:00am - 7:50pm CDT
2-Day In-Person: Las VegasOctober 30-31, 2023 (Mo-Tu)Two full-day sessions **
3-Day VirtualNovember 13-15, 2023 (Mo-We)11:15am - 6:00pm CST
4-Day Virtual
December 4-7, 2023 (Mo-Th)
12:00pm - 4:40pm CST
3-Day Virtual
December 11-13, 2023 (Mo-We)
10:15am - 5:00pm CST
3-Day Virtual
January 9-11, 2024 (Tu-Th)
10:15am - 5:00pm CST

* Questions will be taken from attendees throughout the virtual programs (which include scheduled live Q&A sessions) and during and after the in-person programs. Two-day and three-day virtual programs each include a daily 45-minute lunch break.

** 8:30am - 5:00pm (day one); 8:00am - 4:00pm (day two) (local time). Day one luncheon included. 

Seminar Pricing

Total # of Firm Registrants
Forum Registration Fee *
Fundamentals Registration Fee *
$1,475 per each registrant in excess of one at either program
$1,175 per each registrant in excess of one at either program
$1,375 per each registrant in excess of nine at either program 
$1,075 per each registrant in excess of nine at either program 
$575 per each registrant in excess of 25 at either program 
$575 per each registrant in excess of 25 at either program 
Contact us for special group pricing

                                                        Each person viewing the program is required to register.

* An additional $300 fee will be added to the above price for each in-person program registration.

Group Pricing: In calculating group pricing, Forum registrants are priced before Fundamentals registrants.
Call (800) 286-4760 or send an email to with any questions.

Program Materials: All attendees will receive downloadable copies of exhibits, outline and treatise. Limited quantities of hard copies of program exhibits and outlines are available at cost inclusive of shipping ($95). 

Covid Protocols: For all 2023 in-person programs, Tax Forum has no Covid protocols at the present time. However, Tax Forum reserves the right both to create protocols and to change these protocols at any time. For those who are unable or unwilling to abide by any potential Tax Forum Covid protocols, we will re-register them for the most convenient virtual programs.

Cancellation Policy:  Full refunds of program registration fees will be given (a) for virtual attendee cancellations received at least 10 days prior to the program first selected and (b) for in-person attendee cancellations received at least 30 days prior to the program subject to a $300 cancellation fee. There will be no refunds of program registration fees for cancellations after these dates. Substitutions from the same firm will be accepted at any time.

Program Cancellation: Program sponsors reserve the right to cancel a scheduled event for any reason or change content without further notice, with liability limited to a refund of registration fees for any rescheduled or cancelled program. Registration fees will be refunded for any rescheduled or cancelled program.

Program Prerequisites/Level: The Forum is an advanced program designed to (a) provide participants with knowledge of tax planning opportunities using flow-through entities, (b) make participants aware of changes in the law impacting the use of flow-through entities and (c) become more knowledgeable of the tax rules that apply to flow-through entities. To get the most from this program, it is recommended that a participant have at least (i) two years of concentrated experience in flow-through taxation, or (ii) five years of general tax experience with a basic understanding of flow-through principles. Fundamentals of Flow-Through is an intermediate program designed to provide participants with a better understanding of the tax rules relating to the operation and use of flow-through entities and to make participants aware of changes in the law impacting the use of flow-through entities. A participant should have had some limited exposure to flow-through principles. No advance preparation is required for either program.

Hotel Accommodations: Blocks of rooms will be held at the listed hotels until 30 days before each in-person program (subject to availability). (A portion of the room revenues will defray conference expenses.) To qualify for the room rates noted, please make your own hotel reservations, identifying yourself as a 2023 Tax Planning Forum registrant. Noted room rates do not include applicable taxes or resort fees.

Las Vegas
October 30-31, 2023 (Fundamentals XXVIII)
November 2-3, 2023 (Forum XXXVII) 
Flamingo Las Vegas Hotel & Casino
3555 Las Vegas Blvd South
Las Vegas, NV 89109
(888) 373-9855 (reference group code SFFUN3) or book your reservations online
$143/night (Saturday, October 28 through Saturday, November 4)

January 25-26, 2024 (Forum XXXVII)
Walt Disney World Swan
1200 Epcot Resorts Boulevard
Lake Buena Vista, FL  32830
(888) 828-8850 or book your reservations online

CPE/CLE Credit: We anticipate that the virtual programs should qualify for up to 20 hours and the in-person programs for up to 16 hours of CPE credit (based on NASBA certification). Each year, Tax Planning Forum LLC seeks to register each of its programs for CLE credit in states where CLE is mandatory, the number of hours of which vary by state. As approval of each program for CLE credit is governed by a variety of governing bodies and state agencies, no assurance can be provided that it will so qualify in your state. If you require CLE credit, we suggest that you contact us about the status of qualification of our programs for CLE credit in your state. (Note that CLE approval is pending in the state of California.)

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

For more information regarding administrative policies such as complaint resolution, please contact Customer Service at (800) 286-4760. Customer support is also available at the Tax Forum website.

Questions and Next Steps

Use the online registration to sign-up. Should you have questions regarding the 2023 programs, contact us at (800) 286-4760 or at

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Brian Newman, CohnReznick LLP

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