The Live Virtual 2023 Tax & Estate Planning Forum
This year's Forum will be held virtually in a live online format from October 16 to 20, 2023. 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 November 4, 2023, and continuing ntil May 30, 2024.
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 firstname.lastname@example.org 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 2023 On-Demand Tax & Estate Planning Forum
Unable to attend the live event? Don't worry! You can still register for the 2023 On-Demand Tax & Estate Planning Forum. The on-demand webinar will be available online starting from shortly after the live broadcast, and will remain accessible until May 30, 2024. This means you can stream the content 24/7 at a time that suits you best. By registering for the 2023 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 November 4, 2023, to May 31, 2024, you have the freedom to watch the video presentations at your convenience, with the ability to pause and resume playback.
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 Friday, June 30, 2023, the Early Bird Discount Registration Fee is $895.00, which will save you $200. After June 30, 2023, the registration 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, via US postal mail. If you haven't received the USB thumb drive by October 9, 2023, please contact Lonnie McGee at email@example.com.
Additionally, by October 9, 2023, you will receive an email from "The Tax and Estate Planning Forum "
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 2023 On-Demand registrants will receive 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 9, 2023, contact firstname.lastname@example.org.
Please note that if you prefer to have physical copies of the presentations or materials, you will need to print them yourself. We do not provide printed copies of the materials.
Professional Educational Credits
The Tax & Estate Planning Forum, a State of California approved MCLE provider, certifies that the 2023 Live Virtual Forum qualifies for participatory minimum continuing legal education credit in the amount of 25 hours, including 2 hours of ethics credit, 1 hour of competence credit, and 1 hour of elimination of bias credit.
The Forum certifies that the 2023 On Demand Virtual Forum qualifies for participatory minimum continuing legal education credit in the amount of 31 hours, including 2 hours of ethics credit, 1 hour of competence credit, and 1 hour of elimination of bias credit.
The Tax & Estate Planning Forum, a State of California approved Legal Specialization provider certifies that:
The 2023 Live Virtual Estate Planning Forum has been approved for:
The 2023 On Demand Virtual Estate Planning Forum has been approved for:
- 21 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 21 hours of Legal Specialization credit in Taxation Law
- 27 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 27 hours of Legal Specialization credit in Taxation Law
The 2023 Forums' are designed to meet most states' continuing education requirements for attorneys, CPAs, and CFPs. Many states accept California MCLE credit through a reciprocal credit program; however, you will be responsible for filling out the paperwork.
For more information concerning professional education credit go to Professional Educational Page
Should you need additional information for your application, please email email@example.com.