For more than 35 years, the Tax Forum has been the pre-eminent flow-through tax planning training program in the country.

Our interactive and engaging programs use a combination of exhibits and real-world examples to help CPAs and other top tax professionals…

• 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; and to
• gain insights to bolster their practices and business development efforts. 

 In short, the Tax Forum has helped a generation of tax professionals become the ‘go-to’ flow-through tax planning resource for their clients and firms.

All our programs are developed and presented by Charles R. Levun and Michael J. Cohen, partners at Levun Goodman and Cohen, LLP where they have edited industry-leading publications, chaired committees and educational programs at the highest level and worked closely with tax professionals from large accounting firms to single-person accountancies, from family offices to government agencies on the widest range and most cutting-edge flow-through tax planning matters. 

Now, with seminars delivered both in-person and virtually and Self-Study programs, the Tax Forum delivers this hands-on experience to attendees in three easily-accessible formats – providing the most effective structures for both seasoned and up-and-coming tax professionals to grow their acumen, earn needed CPE credits, and help clients accomplish their business and personal goals.