The Live Virtual 2026 Tax & Estate Planning Forum

This year’s Forum will be presented in a live virtual format from October 26–30, 2026, giving you the convenience of attending from your home or office.
The virtual format allows you to access all live presentations and course materials online while providing the flexibility to participate in the sessions that best fit your schedule. By attending virtually, you can avoid the time and expense of travel while still enjoying the full educational experience of the Forum.
For added convenience, all live sessions will be professionally recorded. Your registration fee includes complimentary on-demand access to the recorded presentations beginning November 9, 2026, with unlimited streaming access available through August 31, 2027.
The live virtual format allows you to actively participate in the program and engage with speakers in real time from your computer or device. Attendees will have opportunities to submit questions during live Q&A sessions, and the program will be structured to satisfy participatory continuing education requirements to the extent permitted by the applicable accrediting agencies.
Please note that certain accrediting agencies award continuing education credit only for participation in the live virtual broadcast. If you have questions regarding continuing education credit, please contact Lonnie McGee at lonmcgee@thetaxandestateplanningforum.com or call 1.800.332.3755.
The live virtual format is designed to provide a seamless and rewarding educational experience while delivering the same high-quality instruction, interaction, and professional networking opportunities that attendees have come to expect from the Forum.

The 2026 On-Demand Tax & Estate Planning Forum

Unable to attend the live virtual program? You can still participate by registering for the 2026 On-Demand Tax & Estate Planning Forum.
The on-demand program will be available online shortly after the conclusion of the live broadcast and will remain accessible through August 31, 2027. This flexible format allows you to stream the presentations 24 hours a day, 7 days a week, at a time that is most convenient for you.
Your registration includes access to:

• Course outlines and program materials
• MCLE Affidavit
• Evaluation forms

From November 9, 2026 through August 31, 2027, you may watch the presentations at your own pace, with the ability to pause, replay, and resume sessions whenever you wish.

Registration Fee

The registration fee for both the Live Virtual Forum and the On-Demand Virtual Forum is $1,095.
Take advantage of our Early Bird Discount and save $200. If you register on or before June 30, 2026, the discounted registration fee is only $895. After June 30, 2026, the registration fee will increase to $1,095.

Materials on Thumb Drive and Link to Access Video Presentation

To provide a smoother and more convenient experience for attendees, we have taken steps to avoid past issues involving the downloading of program materials. This year, each attendee will receive a USB thumb drive by UPS containing all Forum materials, including:

• Course outlines and program materials
• MCLE Affidavit
• Evaluation forms

If you have not received your USB thumb drive by October 1, 2026, please contact Lonnie McGee at lonmcgee@thetaxandestateplanningforum.com. In addition, by October 15, 2026, you will receive an email from “The Tax & Estate Planning Forum” at customercare@gotowebinar.com containing:

• A link to access the live presentations
• Instructions for downloading the course materials
• Access to the MCLE Affidavit and evaluation forms

These multiple delivery methods are intended to ensure that you can easily access the materials in the format most convenient for you. Registrants for the 2026 On-Demand Forum will receive separate instructions for accessing the on-demand presentations before the on-demand sessions become available. If you do not receive the access email by October 15, 2026, please contact lonmcgee@thetaxandestateplanningforum.com.