Learn How to Think Through Tax Planning Opportunities
Not through theory. Through real-world discussion, analysis, application, and strategy development
Our Tax Planning Roundtable was created for tax professionals who want to strengthen their ability to identify opportunities, analyze situations, ask better questions, and confidently discuss tax planning concepts with clients.
Program Dates:
July 13, 2026 – September 11, 2026
Highlights:
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60 Days of Access
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4 Live Tax Planning Trainings
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Minimum of 4 Live Roundtable Discussions
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Session Replays Included
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Real Client Scenario Discussions
Registration fee:
$200
Why This Roundtable is Different
Tax Preparation and Tax Planning Are NOT the Same Thing
Many tax professionals know how to prepare a tax return.
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Fewer know how to identify opportunities, connect planning concepts, ask strategic questions, and confidently discuss recommendations with clients.
The difference is NOT software.
The difference is critical thinking, analysis, and application.
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The FBC Tax Planning Roundtable was created to help tax professionals strengthen those skills through collaborative discussion and real-world scenarios.
"I am not dependent on software. I am dependent on my ability to analyze situations and create solutions."
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— Dorcas Brown
What You'll Receive
60 Days Of Access
4 Live Tax Planning Trainings
Minimum Of 4 Live Roundtable Discussions
Real Client Scenario Reviews
Hot Seat Opportunities
Session Replays
Resource Sharing
Private Community Access
Additional roundtable discussions, hot seats, case reviews, and bonus sessions may be added throughout the program but are not guaranteed.
How It Works
Live Training Topics:
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Identifying Tax Planning Opportunities
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Entity Structure & Tax Classification
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Business Owner Tax Planning Considerations
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Building & Presenting Tax Planning Recommendations
Roundtable Discussions:
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Client Situations
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Questions
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Challenges
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Planning Opportunities
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Ideas
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Scenarios You Are Actively Working Through
Program Schedule:
July 13, 2026 through September 11, 2026.
Initial Discussion:
Monday, July 13, 2026
7:00 PM Eastern Time
Future training sessions and roundtable discussions will be scheduled based on participant polling. If no clear majority exists, sessions will default to: Tuesdays at 7:00 PM Eastern Time.
Session recordings will be available throughout the active program period.
Investment & FAQ
Pricing:
Charter Member Pricing - $100
(Limited To First 15 Tax Professionals)
Founding Member Pricing - $150
(Pricing expires June 22nd)
Standard Registration - $200
FAQ:
Is this CPE? No.
Is this a certification program? No.
Will sessions be recorded? Yes.
Can I bring client scenarios? Yes. All identifying information should be removed.
Will I receive tax advice? No. This is an educational discussion-based program.
Disclaimer:
The FBC Tax Planning Roundtable is intended solely for educational purposes and does not create a client relationship with Fulton Brown & Co. or Dorcas Brown.
Terms & Conditions
By registering for the FBC Tax Planning Roundtable ("Program"), you acknowledge that you have read, understood, and agree to the following Terms & Conditions.
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PROGRAM DESCRIPTION
The FBC Tax Planning Roundtable is a 60-day educational and collaborative learning experience for tax professionals.
The Program includes live trainings, roundtable discussions, community participation, educational resources, recordings, and related content provided by Fulton Brown & Co.
Program content, schedule, and format are subject to change at the discretion of Fulton Brown & Co.
EDUCATIONAL PURPOSE ONLY
The Program is provided solely for educational and informational purposes.
Nothing presented during the Program should be interpreted as legal, tax, accounting, financial, investment, or professional advice. Participants are responsible for independently researching, verifying, and evaluating any information, strategy, concept, or recommendation discussed during the Program before implementation.
NO PROFESSIONAL RELATIONSHIP
Participation in the Program does not establish:
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A client relationship
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A consulting relationship
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A fiduciary relationship
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A tax advisor relationship
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A legal relationship
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Any professional engagement with Fulton Brown & Co. or Dorcas Brown
Any services requested outside of the Program require a separate written engagement agreement.
PROFESSIONAL RESPONSIBILITY
Participants remain solely responsible for:
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Advice provided to their clients
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Tax positions taken
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Research performed
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Compliance with professional standards
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Independent verification of all information discussed during the Program
Fulton Brown & Co. does not assume responsibility for participant decisions, client outcomes, filings, recommendations, or implementation of strategies discussed.
CLIENT CONFIDENTIALITY
Participants agree not to disclose confidential client information during trainings, discussions, community conversations, or submitted case studies.
When discussing client situations, all identifying information must be removed.
Participants are solely responsible for maintaining compliance with all applicable privacy, confidentiality, ethical, and professional standards.
COMMUNITY CONDUCT
Participants agree to maintain a professional, respectful, and collaborative environment.
Harassment, abusive behavior, disruptive conduct, solicitation, spam, or inappropriate activity may result in removal from the Program.
Fulton Brown & Co. reserves the right to remove any participant at its sole discretion.
No refund will be issued if removal occurs due to violation of these Terms.
RECORDINGS
Live sessions may be recorded.
Participants will receive access to recordings during the active Program period.
Fulton Brown & Co. reserves the right to remove recording access at any time after the conclusion of the Program.
Recordings may not be copied, distributed, shared, sold, published, or reproduced without written permission.
INTELLECTUAL PROPERTY
All Program materials, recordings, presentations, templates, worksheets, resources, discussion content, and educational materials remain the sole property of Fulton Brown & Co.
Participants may not:
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Reproduce materials
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Share materials
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Sell materials
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Distribute materials
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Republish materials
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Create derivative works from materials
without prior written permission.
PROGRAM SCHEDULE
The Program is scheduled to run from July 13, 2026 through September 11, 2026.
The initial discussion is scheduled for July 13, 2026 at 7:00 PM Eastern Time.
Future trainings and roundtable discussions will be scheduled based upon participant availability whenever possible.
If no clear majority exists, sessions may default to Tuesdays at 7:00 PM Eastern Time.
Fulton Brown & Co. reserves the right to modify dates, times, topics, speakers, session formats, or delivery methods as necessary.
REFUND POLICY
Due to immediate access to proprietary materials, community resources, recordings, and educational content, all sales are final.
No refunds, cancellations, credits, transfers, chargebacks, or partial refunds will be issued.
LIMITATION OF LIABILITY
To the fullest extent permitted by law, Fulton Brown & Co., Dorcas Brown, employees, contractors, affiliates, agents, and representatives shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising from participation in the Program.
ACCEPTANCE OF TERMS
By completing registration, participants acknowledge that they have read, understood, and agree to these Terms & Conditions. Participants further acknowledge that the Program is educational in nature and that they are solely responsible for any actions taken based upon information discussed during the Program.