The Live Virtual 2025 Tax & Estate Planning Forum

This year's Forum will be held virtually in a live online format October 6-10, 2025. By adopting a virtual format, you will have the convenience of accessing all live virtual presentations and materials from the comfort of your home or office. This format offers enhanced flexibility, allowing you to tailor your participation to suit your schedule. Moreover, the virtual setup eliminates the need for travel, saving you time and expenses. In addition, all live sessions will be recorded for your convenience. When you register, your fee will include on-demand online access to these recordings, allowing you to view them at your own pace starting October 20, 2025, and continuing until August 31, 2026.
The virtual online live format enables you to actively engage with the speakers in real time through online participation. You'll have opportunities for Q&A sessions, and the structure of the format will be designed to meet the requirements for continuing education credit, as permitted by the relevant accrediting agencies.
Certain accrediting agencies mandate continuing education credit exclusively for participants of the live virtual broadcast. If you have any inquiries regarding continuing education credit, please reach out to Lonnie McGee at lonmcgee@thetaxandestateplanningforum.com or call 1.800.332.3755. The live virtual format will deliver a seamless and enriching experience, providing the same valuable insights and networking opportunities as the in-person event.

The 2025 On-Demand Tax & Estate Planning Forum

Unable to attend the live event? Don't worry! You can still register for the 2024 On-Demand Tax & Estate Planning Forum. The on-demand webinar will be available online starting shortly after the live broadcast, and will remain accessible until August 31, 2026. This means you can stream the content 24/7 at a time that suits you best. By registering for the 2025 On-Demand webinar, you will gain access to all recorded videos of the sessions, program materials provided by the speakers, as well as any available continuing legal education credit. From October 20, 2025 to August 31, 2026, you have the freedom to watch the video presentations at your convenience, with the ability to pause and resume playback.

Registration Fee

The fee for registering for either the Live Virtual Forum or the On Demand Virtual Forum is $1,095.00. However, if you register on or before May 31, 2025, the Early Bird Discount Registration Fee is $895.00, which will save you $200. After May 31, 2025, the fee will be $1,095.00.

Materials on Thumb Drive and Link to Access Video Presentation

To ensure a smoother experience for all attendees, we have made arrangements to address past issues with downloading program materials from the internet. This year, each attendee will receive a USB flash drive containing all the course materials for the Forum, including the MCLE Affidavit and evaluation sheet, by UPS. If you haven't received the USB thumb drive by October 1, 2025, please contact Lonnie McGee at lonmcgee@thetaxandestateplanningforum.com.
Additionally, by October 1, 2025, you will receive an email from "The Tax and Estate Planning Forum, customercare@gotowebinar.com, with a link to access the live presentations and download the course materials, MCLE Affidavit, and evaluation sheet. This way, you will have multiple options for accessing the materials and can choose the method that suits you best. The 2025 On-Demand registrants will receive information to access the presentations prior to the start of the On-Demand Sessions. If you do not receive the email with the link to the Forum by October 14, 2025, contact lonmcgee@thetaxandestateplanningforum.com.