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FAQ
What are the locations & dates for the 2023 Tax Forums?
How can I register for the Tax Forums?
What is the registration fee?
What does the registration fee include?
Will breakfast and lunch be available?
Are there discounts available for partner associations?
What are on-site registration hours?
How will I receive my badge?
What if I do not receive my badge before leaving for the forum?
What if I do not have a confirmation number?
If I pre-registered, do I need to go to the on-site registration booth at the forum?
Where do I go after picking up my conference materials onsite at the Tax Forum?
How many CE credits are available?
How are my CE credits tracked?
Can I check on my CE credits during the forum?
When will my CE credits appear in my PTIN account?
Questions about prior year CE credits?
Where can I find the class schedule and course descriptions?
Do I need to sign up in advance for the seminar courses I plan to attend?
What if I want to attend two different seminars that are offered at the same time?
What is the dress code?
Are there discounted hotel prices for each conference location?
What if I only wish to attend the Exhibit Hall?
What do I need to know about the Case Resolution Room at the Tax Forums?
Are Registration Fees Refundable?
What if I want a refund?
What are the locations & dates for the 2023 Tax Forums?
| City | Dates | Early Bird* Rate: $245 |
Standard Rate: $299 |
Late Registration Rate: $380 |
|---|---|---|---|---|
| New Orleans, LA | July 11-13 | 6/15/23 5:00pm EST |
6/16/23 to 6/27/23 5:00pm EST | After 6/27/23 5:00pm EST |
| Atlanta, GA | July 25-27 | 6/15/23 5:00pm EST |
6/16/23 to 7/11/23 5:00pm EST | After 7/11/23 5:00pm EST |
| National Harbor, MD (Washington DC Area) |
August 8-10 | 6/15/23 5:00pm EST |
6/16/23 to 7/25/23 5:00pm EST | After 7/25/23 5:00pm EST |
| San Diego, CA | August 22-24 | 6/15/23 5:00pm EST |
6/16/23 to 8/8/23 5:00pm EST | After 8/8/23 5:00pm EST |
| Orlando, FL | August 29-31 | 6/15/23 5:00pm EST |
6/16/23 to 8/15/23 5:00pm EST | After 8/15/23 5:00pm EST |
* Partner Association Members get $10 off the Early Bird Rate ONLY.
Registration must be completed (including payment) before the dates/times listed above in order to receive the corresponding conference registration rate. Mailed registrations must be postmarked on or before, and faxed registrations must be received before the indicated date/time to qualify for the registration rates listed above.
Return to TopHow can I register for the Tax Forums?
By internet: Click Here The system will walk you through the process.
By fax: Please fax registration form(s) and payment information to (202) 403-3871
By mail: Please make checks payable to: IRS Nationwide Tax Forums
You should mail your checks and a copy of your registration form to:
IRS Nationwide Tax Forums
c/o Enterprise Services & Technologies, Inc.
912 Thayer Avenue
Suite 202
Silver Spring, MD 20910
***Onsite registrations payable by cash or credit cards only. Checks will not be accepted onsite.***
Confirmation e-mails will be sent out as soon as your registration is completed and payment has been received.Return to Top
What is the registration fee?
Early Bird Rate*: $245.00 if you are registered by June 15th
Standard Rate: $299.00 for standard registration (after June 15th and more than 14 days prior to the beginning of the event)
Late Registration Rate: $380.00 for late registration and on-site registration
There are no group discounts (multiple persons from same group)
* Partner Association Members get $10 off the Early Bird Rate ONLY.
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What does the registration fee include?
The registration fee includes all conference activities including seminars and exhibits, special events (subject to capacity limites), as well as the Welcome Reception and the Networking Reception. Registrations must be completed on or before the registration deadlines. Mailed registrations must be postmarked and faxed registrations must be received on or before these dates. Any registration faxed or postmarked prior to the registration cut-off dates will be honored at that registration rate.
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Will breakfast and lunch be available?
Breakfast and lunch will be available for purchase in the conference space on the first and second days of the forum.
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Are there discounts available for partner associations? Yes, $10 off the Early Bird Rate is available to the organizations listed below. Please contact your association directly to obtain the necessary discount code (membership number required during registration). Registration staff is unable to provide the discount code.
The partner organizations are:
American Bar Association (ABA)
American Institute of Certified Public Accountants (AICPA)
National Association of Enrolled Agents (NAEA)
National Association of Tax Professionals (NATP)
National Society of Accountants (NSA)
National Society of Tax Professionals (NSTP)
Volunteer Income Tax Assistance Program (VITA)
Low Income TaxPayer Clinics (LITC)
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What are on-site registration hours?
Registration opens the Monday before the forums from 1:00pm 7:00pm. On subsequent days, registration runs from 7:00am until the end of daily program activities.
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How will I receive my badge?
Badges will be mailed out using the US Postal Service prior to the conference, approximately 2-4 weeks before the event start. The badge will be sent in a standard-sized envelope attached to a letter with your confirmation number. It is very important that you bring this document to the conference with you to receive your conference material!
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What if I do not receive my badge before leaving for the forum?
If you do not receive your badge before leaving for the forum, bring your email confirmation (along with photo ID) to the on-site registration booth at the forum and registration staff will print you a replacement badge. A photo ID is required to pick up your badge at the registration desk.
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What if I do not have a confirmation number?
If you faxed or mailed your registration and did not receive your confirmation or badge, please contact our registration team by sending an email to [email protected] or call us at 202-495-2919.
Return to Top
If I pre-registered, do I need to go to the on-site registration booth at the forum?
No. Simply present the badge you received in the mail at the Express Check-In area to pick up your conference materials. You do not need to stand in line at the registration booth.
Return to Top
Where do I go after picking up my conference materials onsite at the Tax Forum?
A map of the seminar rooms and the forum schedule with room assignments will be included in your conference materials. You decide which seminar you want to attend and proceed to that seminar room.
Return to Top
How many CE credits are available?
Up to 18 credits can be obtained over the three days. Using the e-mail address provided during your registration, an email containing your Certificate of Attendance will automatically be sent within approximately 30 days after the conclusion of the forum. If you have questions about your CE credits after the forums, please send an email to [email protected].
Return to Top
How are my CE credits tracked?
Your forum badge will have a unique bar code at the bottom. In order to receive CE credit for the seminars you attend, simply scan your badge as you enter the seminar room. Note that session scanners will turn off shortly after a session's start time, so you must be on-time and scan your badge to receive credit for a session. Even if you arrive late to a class (after the scanners have turned off), we encourage you to scan your badge at each session. While you will not receive credit for a session in which you scan your badge after the scanners have turned off, your scan time will be recorded.
Return to Top
Can I check on my CE credits during the forum?
No. Your CE credit information is being compiled electronically and will not be available until the conclusion of the forum. A confirmation of your CE credit will automatically be emailed to you within approximately 30 days after the forum.
Return to Top
When will my CE credits appear in my PTIN account?
CE credits earned at the Tax Forums are generally reported to the IRS PTIN office in early October and will appear in your PTIN account shortly thereafter.
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Questions about prior year CE credits?
If you were an attendee of the tax forums in the last 7 years, and have questions regarding your previous credits, please e-mail [email protected].
Return to Top
Where can I find the class schedule and course descriptions?
The class schedule and course descriptions are now available!
Return to Top
Do I need to sign up in advance for the seminar courses I plan to attend?
No. You are free to attend any seminar you like. Seating is available on a first-come, first-served basis. If the seminar room is full, you may be asked to leave the room and attend a different seminar.
Return to Top
What if I want to attend two different seminars that are offered at the same time?
Many of the seminar topics are offered twice during the week on different days at different times to allow for resolving schedule conflicts. The schedule provided at check-in will tell you which sessions are offered multiple times and which are only offered once.
Return to Top
What is the dress code?
Business casual to all functions, including receptions, though some people choose to wear standard business attire to the receptions. We also recommend bringing a jacket or sweater, as the temperature in the seminar rooms can fluctuate.
Return to Top
Are there discounted hotel prices for each conference location?
Yes, you must mention that you are attending the IRS Nationwide Tax Forum to receive the special rate. To view hotel information and book your room at the special discounted rate, please click here. Please be sure to use the link above to ensure you recieve the correct discounted rate.
Return to Top
What if I only wish to attend the Exhibit Hall?
If you only wish to attend the Exhibit Hall, you may purchase an Expo Hall Only pass on-site at the Tax Forum. This pass costs $150 per person, and grants access to the Exhibit Hall and activities during its operating hours. This pass does NOT grant any access to any Tax Forum classes or activities other than the Exhibit Hall. The pass is sold at the registration desk at the Tax Forum, and no advanced registration is required.
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What do I need to know about the Case Resolution Room at the Tax Forums?
You may bring your toughest unresolved IRS case (one case per tax business) to the Case Resolution Program. IRS representatives with specialized expertise will be available by appointment only to meet one-on-one with tax professionals. If we can't resolve the case onsite or it needs more research, we'll assign it to the appropriate IRS unit for follow-up. A signed original or copy of your Power of Attorney (Form 2848), authorizing disclosure of confidential tax information, is required and must be presented when scheduling an appointment. Only the practitioner(s) listed on the POA will be allowed in the Case Resolution Room. For an appointment, visit the Case Resolution table on Monday before the Forum begins, from 1:00 pm to 6:00 pm, or go directly to the Case Resolution Room during the three-day event. To expedite scheduling, bring your Form 2848 and a completed Nationwide Tax Forum Case Data Sheet with you. The Case Resolution Program can help you resolve one client's toughest tax case. The program is for client cases only. We cannot assist you with any personal tax case or any case in which you have a vested interest. If you have an issue with a case of this nature, please contact the IRS or the Taxpayer Advocate Service directly.
Return to Top
Are Registration Fees Refundable?
All registration fees are non-refundable and non-transferrable to another person or another year. You can transfer to another location for a fee.
Return to Top
What if I want a refund?
Individuals who are asked to leave the hotel or conference by the IRS, the event management staff or the host property for cause (i.e. misconduct, inappropriate advance toward others, intoxication, etc.) will not be able to attend any sessions after removal, and are not entitled to a refund.
Return to Top
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What are on-site registration hours?
Registration opens the Monday before the forums from 1:00pm 7:00pm. On subsequent days, registration runs from 7:00am until the end of daily program activities.
Return to Top
How will I receive my badge?
Badges will be mailed out using the US Postal Service prior to the conference, approximately 2-4 weeks before the event start. The badge will be sent in a standard-sized envelope attached to a letter with your confirmation number. It is very important that you bring this document to the conference with you to receive your conference material!
Return to Top
What if I do not receive my badge before leaving for the forum?
If you do not receive your badge before leaving for the forum, bring your email confirmation (along with photo ID) to the on-site registration booth at the forum and registration staff will print you a replacement badge. A photo ID is required to pick up your badge at the registration desk.
Return to Top
What if I do not have a confirmation number?
If you faxed or mailed your registration and did not receive your confirmation or badge, please contact our registration team by sending an email to [email protected] or call us at 202-495-2919.
Return to Top
If I pre-registered, do I need to go to the on-site registration booth at the forum?
No. Simply present the badge you received in the mail at the Express Check-In area to pick up your conference materials. You do not need to stand in line at the registration booth.
Return to Top
Where do I go after picking up my conference materials onsite at the Tax Forum?
A map of the seminar rooms and the forum schedule with room assignments will be included in your conference materials. You decide which seminar you want to attend and proceed to that seminar room.
Return to Top
How many CE credits are available?
Up to 18 credits can be obtained over the three days. Using the e-mail address provided during your registration, an email containing your Certificate of Attendance will automatically be sent within approximately 30 days after the conclusion of the forum. If you have questions about your CE credits after the forums, please send an email to [email protected].
Return to Top
How are my CE credits tracked?
Your forum badge will have a unique bar code at the bottom. In order to receive CE credit for the seminars you attend, simply scan your badge as you enter the seminar room. Note that session scanners will turn off shortly after a session's start time, so you must be on-time and scan your badge to receive credit for a session. Even if you arrive late to a class (after the scanners have turned off), we encourage you to scan your badge at each session. While you will not receive credit for a session in which you scan your badge after the scanners have turned off, your scan time will be recorded.
Return to Top
Can I check on my CE credits during the forum?
No. Your CE credit information is being compiled electronically and will not be available until the conclusion of the forum. A confirmation of your CE credit will automatically be emailed to you within approximately 30 days after the forum.
Return to Top
When will my CE credits appear in my PTIN account?
CE credits earned at the Tax Forums are generally reported to the IRS PTIN office in early October and will appear in your PTIN account shortly thereafter.
Return to Top
Questions about prior year CE credits?
If you were an attendee of the tax forums in the last 7 years, and have questions regarding your previous credits, please e-mail [email protected].
Return to Top
Where can I find the class schedule and course descriptions?
The class schedule and course descriptions are now available!
Return to Top
Do I need to sign up in advance for the seminar courses I plan to attend?
No. You are free to attend any seminar you like. Seating is available on a first-come, first-served basis. If the seminar room is full, you may be asked to leave the room and attend a different seminar.
Return to Top
What if I want to attend two different seminars that are offered at the same time?
Many of the seminar topics are offered twice during the week on different days at different times to allow for resolving schedule conflicts. The schedule provided at check-in will tell you which sessions are offered multiple times and which are only offered once.
Return to Top
What is the dress code?
Business casual to all functions, including receptions, though some people choose to wear standard business attire to the receptions. We also recommend bringing a jacket or sweater, as the temperature in the seminar rooms can fluctuate.
Return to Top
Are there discounted hotel prices for each conference location?
Yes, you must mention that you are attending the IRS Nationwide Tax Forum to receive the special rate. To view hotel information and book your room at the special discounted rate, please click here. Please be sure to use the link above to ensure you recieve the correct discounted rate.
Return to Top
What if I only wish to attend the Exhibit Hall?
If you only wish to attend the Exhibit Hall, you may purchase an Expo Hall Only pass on-site at the Tax Forum. This pass costs $150 per person, and grants access to the Exhibit Hall and activities during its operating hours. This pass does NOT grant any access to any Tax Forum classes or activities other than the Exhibit Hall. The pass is sold at the registration desk at the Tax Forum, and no advanced registration is required.
Return to Top
What do I need to know about the Case Resolution Room at the Tax Forums?
You may bring your toughest unresolved IRS case (one case per tax business) to the Case Resolution Program. IRS representatives with specialized expertise will be available by appointment only to meet one-on-one with tax professionals. If we can't resolve the case onsite or it needs more research, we'll assign it to the appropriate IRS unit for follow-up. A signed original or copy of your Power of Attorney (Form 2848), authorizing disclosure of confidential tax information, is required and must be presented when scheduling an appointment. Only the practitioner(s) listed on the POA will be allowed in the Case Resolution Room. For an appointment, visit the Case Resolution table on Monday before the Forum begins, from 1:00 pm to 6:00 pm, or go directly to the Case Resolution Room during the three-day event. To expedite scheduling, bring your Form 2848 and a completed Nationwide Tax Forum Case Data Sheet with you. The Case Resolution Program can help you resolve one client's toughest tax case. The program is for client cases only. We cannot assist you with any personal tax case or any case in which you have a vested interest. If you have an issue with a case of this nature, please contact the IRS or the Taxpayer Advocate Service directly.
Return to Top
Are Registration Fees Refundable?
All registration fees are non-refundable and non-transferrable to another person or another year. You can transfer to another location for a fee.
Return to Top
What if I want a refund?
Individuals who are asked to leave the hotel or conference by the IRS, the event management staff or the host property for cause (i.e. misconduct, inappropriate advance toward others, intoxication, etc.) will not be able to attend any sessions after removal, and are not entitled to a refund.
Return to Top
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