What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

The Tax & Estate Planning Forum

Home
United States
San Diego, CA
The Tax & Estate Planning Forum

The Tax & Estate Planning Forum is a nationally recognized continuing professional education provid

The Tax & Estate Planning Forum is an approved MCLE provider by the State Bar of California, the California Board of Legal Specialization in the areas of Estate Planning, Trust and Probate Law, and Taxation Law, and other State Bars and MCLE agencies.

09/30/2024

Jacqueline Patterson will be speaking on the new Uniform Fiduciary Income Principal Act at the Forum this year. There is still time to register.

08/09/2024

NATALIE CHOATE, one of the featured speakers at this year’s virtual Forum, will spend three (3) hours covering the Final Secure Act Regulations just released!
OK, the Drama is Over, Let's Get to Work: Practical Choices in Estate Planning for Retirement Benefits
No more speculations and what ifs: The IRS has FINALLY issued FINAL regulations on RMDs! Using case studies, now learn REALISTICALLY what are the planning choices for client's IRA left to spouse, minor child, disabled beneficiary, same age/older beneficiary, or none of the above.

The 44th Live Virtual Tax & Estate Planning Forum
& On-Demand Webinar
October 21-25, 2024

MCLE 24 Credits, Ethics 2 Credits, Technology 2 Credits, Elimination of Implicit Bias 1 Credit,
Competence/Substance Abuse 1 Credit, Taxation Law Specialization 18 Credits, and Estate Planning Trust and Probate Law Specialization 20 Credits
Agenda - https://thetaxandestateplanningforum.com/2024Agenda.html
Registration - https://thetaxandestateplanningforum.com/2024Registration.html

10/03/2023

ONLY FOUR DAYS LEFT TO REGISTER FOR
THE LIVE 43rd VIRTUAL TAX & ESTATE PLANNING FORUM
October 16-20, 2023
25 HOURS MCLE CREDITS
REGISTER NOW BEFORE IT’S TOO LATE!
The registration fee for the Virtual Live Broadcast ALSO includes
on demand online access to the recorded videos until August 31, 2024.
Registration: https://thetaxandestateplanningforum.com/2023Registration.html
Agenda: https://thetaxandestateplanningforum.com/2023Agenda.html

10/02/2023

ONLY FIVE DAYS LEFT TO REGISTER FOR
THE LIVE 43rd VIRTUAL TAX & ESTATE PLANNING FORUM
October 16-20, 2023
25 HOURS MCLE CREDITS
REGISTER NOW BEFORE IT’S TOO LATE!
The registration fee for the Virtual Live Broadcast ALSO includes
on demand online access to the recorded videos until August 31, 2024!
Agenda: https://thetaxandestateplanningforum.com/2023Agenda.html
Registration: https://thetaxandestateplanningforum.com/2023Registration.html

09/18/2023

The 2023 Virtual Tax & Estate Planning Forum

Live Virtual Broadcast October 16 - 20, 2023, 25 MCLE CREDITS

OnDemand Virtual Forum November 4, 2023 - August 31, 2023

31 MCLE CREDITS

Register for the Virtual Live Broadcast (Oct 16-20, 2023) and participate online in real time with the speakers including opportunities for Q&As.
Can't attend the live Broadcast? The Forum will record all the sessions. Register to attend the on-demand webinar which will be available for streaming 24/7 from November 4, 2023, to August 31, 2024. The registration fee for the Virtual Live Broadcast ALSO includes OnDemand online access to the recorded videos until August 31, 2024.
Register Now - https://thetaxandestateplanningforum.com/2023Registration.html

09/11/2023

The benefits of online-learning are here for everyone to see.
-Reduces the risk of rising COVID outbreaks.
-Both the live online registrants and the on-demand registrants have the ability to watch the recordings of all the sessions on their schedule from November 13, 2023 to August 31, 2024.
-Repeated access to videos and program materials.
-Convenience and comfortability of allowing registrants to logon when they see fit.
-Spend less time out of the office and increase your productivity while attending the Virtual Forum.
-Flexibility of learning virtually from anywhere.
-Save money that would otherwise be spent on travel and accommodations.
-Convenience and comfortability of, allowing registrants to logon when they see fit.
-An outstanding virtual program of the highest degree of academic experience online, with no compromise on quality.
-Registrants for the Live Broadcast may participate online in real time with the speakers including an opportunity for Q&As
Register Now! https://thetaxandestateplanningforum.com/2023Registration.html

09/06/2023

Join us this year virtually live 10/16/2023 - 10/20/2023 for 25 hours of hard hitting, in-depth examination on current tax & estate planning issues by nationally recognized speakers. The virtual on-line live format enables you to actively engage with the speakers in real time through online participation. You'll have opportunities for Q&A sessions. The Forum will be available on-demand for your viewing shortly after the live stream. It will be available until 5/30/2024.

We look forward to you joining us.
Agenda - https://thetaxandestateplanningforum.com/2023Agenda.html
Registration - https://thetaxandestateplanningforum.com/2023Registration.html

06/20/2023

Join Us October 16 - 20, 2023 for 5 days of hard hitting , in depth sessions, by top leading experts in their fields.
Agenda - https://thetaxandestateplanningforum.com/2023Agenda.html
Register Now! - https://thetaxandestateplanningforum.com/2023Registration.html

10/21/2022

Join the ghosts, goblins, and witches at the 42nd Live Virtual Tax & Estate Planning Forum (Oct 24-29, 2022) to hear the country's leading tax and estate planning attorneys, discussing the latest federal, state, and local tax policies and estate planning strategies.

Virtual Live Forum and On-Demand Anytime Webinar Register for the Virtual Live Broadcast (Oct 24-29, 2022) and participate online in real time with the speakers, including opportunities for Q&As.
Can’t attend live? Register to attend the On-Demand Webinar which will be available for streaming 24/7 for the period from November 14, 2022, to October 30, 2023.
The registration fee for the Virtual Live Broadcast ALSO includes on demand online access to the recorded videos until October 30, 2023.
Agenda - https://www.thetaxandestateplanningforum.com/Agenda2022.html
Sign Up - https://www.thetaxandestateplanningforum.com/Registration2022.html

10/20/2022

The 42nd Virtual Live Tax & Estate Planning Forum starts Monday!
Sign up Today!
Agenda - https://www.thetaxandestateplanningforum.com/Agenda2022.html
Sign Up - https://www.thetaxandestateplanningforum.com/Registration2022.html

10/12/2022

TIME IS RUNNING OUT!
11 days left until the 42nd Annual Virtual Live Tax & Estate Planning Forum!
Register Now! https://thetaxandestateplanningforum.com/Registration2022.html

10/07/2022

17 DAYS LEFT UNTIL THE 42ND ANNUAL T&EPF!
Register now!
https://www.thetaxandestateplanningforum.com/Registration2022.html

Address

2470 Union Street
San Diego, CA
92101

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

(800) 332-3755

Website

http://www.thetaxandestateplanningforum.com/

Alerts

Be the first to know and let us send you an email when The Tax & Estate Planning Forum posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to The Tax & Estate Planning Forum:

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Practice
Claim ownership or report listing

Want your practice to be the top-listed Law Practice in San Diego?