"[What I found valuable was] the clarity and detail of each video; the thorough response to my question submitted through the Q&A form; the focus on support conceptual understanding of, not simply procedural fluency with, tax returns. This was such a one-of-a-kind workshop...
Last year I had a very difficult time getting a question answered from people affiliated with my university, so I was drawn to an "outside" expert who was focused on *my* understanding, not protecting the university."
- Anonymous (2020)
The cost of the workshop is $20 per person.
I recommend setting up and advertising the workshop starting in January and keeping it available through Tax Day.
Many people want to file their tax returns ASAP in January to receive their tax refunds, while many others procrastinate this task and won't get to it until April.
Even if you're finding this workshop for the first time later on in tax season, there's still time to offer it for those later filers! We can get the workshop set up very quickly on our end.
I believe that this pre-recorded and asynchronous version of the tax workshop is superior to a fully live version (which I presented for many years prior to creating the workshop) because:
While I won't present this material live during this tax season, you can create a live event for your students who prefer a group event. You can stream the videos sequentially in a group setting (in person or remote). I just ask that you make sure that everyone in attendance has joined the workshop through your registration page.
This event could even precede a live Q&A call with me (see next).
Yes! I offer a private live Q&A call as a volume bonus if 200+ people from your institution register. Alternatively, even without meeting that registration threshold, I can provide a private call for an additional $500 charge.
No, this workshop covers only federal income tax.
I will create a unique registration link for your postdocs that leads to a unique version of the workshop. I will bill you for the number of people who were added to your version of the workshop.
In that case, the graduate student version of this workshop is more appropriate. Upon request, I will add them to the grad student version of the workshop at no additional charge.
Yes, I have a tracking feature set up to tell what fraction of the workshop each participant has completed. (Keep in mind that the workshop was designed so that modules that are irrelevant to an individual are easily skipped!) I am also tracking who attends each Q&A call.
I host the workshop files on my website, PFforPhDs.community. After a participant registers, they will receive their auto-generated login information. When they log in through PFforPhDs.community/account/login, they will see a link for the workshop.
Yes, we can monitor the number of sign-ups and manually close registration when we see that you have reached your desired limit. The registration page can populate a waitlist instead if you want to continue to track the demand.
I can take that off your hands!
When a participant registers for the workshop, I ask them to opt in to my mailing list so that I can communicate with them regarding the Q&A calls. If they do, they will receive the reminder email that I will send out prior to each live Q&A call. If they don't opt in or choose to unsubscribe, they won't receive those emails.
I won't email them about matters other than the workshop unless they opt in to my wider mailing list.
Preferred: I will register as a vendor/supplier with your institution and invoice you for the number of registered participants to that date to be paid by check or direct deposit. I am already registered as a vendor with many universities.
Alternative 1: I will send you an invoice through an online payments platform, through which you can pay by credit card.
Alternative 2: I will send you to a customizable payments page, through which you can pay by credit card.
I will invoice you twice for this workshop.
The first invoice will be sent after the initial wave of sign-ups (~ 2 weeks after your first advertise the workshop).
The second invoice will be sent after registration closes on April 30, 2023.
(This schedule is negotiable.)
Yes, you can choose what fraction of the $20 per person cost you will subsidize and what fraction will be the participant's contribution. I will still create a unique registration page and workshop copy. The participant will be charged up front the price you choose, and I will bill you later on for your portion based on the number of completed registrations.
I will host at least one Q&A call per month throughout tax season.
The workshop files will remain available through the extended tax return filing deadline of October 16, 2023.
How to Complete Your Postdoc Tax Return (and Understand It, Too!) [2021 version] was purchased on behalf of postdocs at: