The cost of the workshop is $25 per person for the first 100 participants.

A discount will apply if you have more than 100 participants across all versions of this workshop (see FAQ below).

I recommend setting up and advertising the workshop starting in mid-January and keeping it available until a few days after 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.

This volume discount applies across all the versions of How to Complete Your PhD Trainee Tax Return (and Understand It, Too!) that your office sponsors.

I believe that this pre-recorded and asynchronous version of the tax workshop is superior to a fully live version 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.

There is a form to submit questions in writing inside the workshop. Once very two weeks, I will address these questions in writing or verbally and post the answers inside the workshop.

No, this workshop covers only federal income tax.

I will create a unique registration link for your graduate students and 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.

Yes, we can easily export the registration list at any time and will send it to you upon your request. Please contact [email protected] with this request.

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 submits written questions inside the workshop.

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.

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: I will send you a customizable payments page, through which you can pay by credit card.

I will invoice you up to two times for this workshop.

The first invoice will be sent once enrollment reaches 50.

The second invoice will be sent after registration closes on April 19, 2024.

(This schedule is negotiable.)

Yes, you can choose what fraction of the $25 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.

The workshop files will remain available through the extended tax return filing deadline of October 15, 2024.

In the 2022 tax season, How to Complete Your Nonresident PhD Trainee Tax Return (and Understand It, Too!) was purchased on behalf of graduate students and postdocs at:

Feel free to email it to me: [email protected].