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FAQ


What are the locations & dates for the 2024 Tax Forum?
City Dates Early Bird*
Rate: $255
Standard
Rate: $309
Late Registration
Rate: $390
Chicago, IL July 9-11 Until 6/17/24
5:00pm EST
6/18/24 to 6/25/24 5:00pm EST After 6/25/24 5:00pm EST
Orlando, FL July 30-August 1 Until 6/17/24
5:00pm EST
6/18/24 to 7/16/24 5:00pm EST After 7/16/24 5:00pm EST
Baltimore, MD August 13-15 Until 6/17/24
5:00pm EST
6/18/24 to 7/30/24 5:00pm EST After 7/30/24 5:00pm EST
Dallas, TX August 20-22 Until 6/17/24
5:00pm EST
6/18/24 to 8/6/24 5:00pm EST After 8/6/24 5:00pm EST
San Diego, CA September 10-12 Until 6/17/24
5:00pm EST
6/18/24 to 8/27/24 5:00pm EST After 8/27/24 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.

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How can I register for the Tax Forum?
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 Forum

You should mail your checks and a copy of your registration form to:
IRS Nationwide Tax Forum
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.

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What is the registration fee?
Early Bird Rate*: $255.00 if you are registered by June 15th
Standard Rate: $309.00 for standard registration (after June 17th and more than 14 days prior to the beginning of the event)
Late Registration Rate: $390.00 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 limits), 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 forum from 1:00pm to 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 email or badge, please contact our registration team by sending an email to [email protected] or call us at 202-495-2919.

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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.

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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.

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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. Please note that The IRS Nationwide Tax Forum is no longer registered with the Certified Financial Planner Board of Standards, Inc. Therefore, participation in the IRS Nationwide Tax Forum no longer counts for Certified Financial Planner (CFP) credits.

If you have questions about your CE credits after the forum, please send an email to [email protected].

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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.

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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.

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When will my CE credits appear in my PTIN account?
CE credits earned at the Tax Forum 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 forum in the last 8 years, and have questions regarding your previous credits, please e-mail [email protected].

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Where can I find the class schedule and course descriptions?
The class schedule and course descriptions will be posted on this site as they become available.

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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.

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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.

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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.

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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

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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 Forum?
The TAS (Taxpayer Advocate Service) Case Resolution Program offers personalized assistance, available in-person by appointment only, to help you with your toughest case involving an IRS tax matter. IRS and TAS representatives with specialized expertise will be on site for a one-on-one conversation, conduct thorough research on your case and endeavor to promptly resolve your tax matter. If we cannot resolve the case onsite or we need to perform further research, we will establish a case in the TAS and request further assistance from the appropriate IRS unit.

Each authorized tax practitioner registered for the Tax Forum is limited to one case per registered event. We will not be able to assist you with your own personal tax matter or any case where you have a vested interest in a corporation, partnership, estate and/or trust. A signed original or copy of a Form 2848, Power of Attorney (POA), or a Form 8821, Tax Information Authorization will be required and must be presented when scheduling and appearing for an appointment. A new addition to the 2024 IRS Tax Forum will be the ability to book your appointment online with TAS Case Resolution in advance. Click here for more information about the TAS Case Resolution program and about booking an appointment online.

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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.

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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.

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