"[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 $25 per person. A discount may apply if you have more than 100 participants across all workshops.

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 (which I presented for many years prior to creating the workshop) because:

If you prefer a live event, I welcome you to consider adding on a live webinar or live Q&A call (see next).

Yes! I can deliver a one-hour webinar that introduces the material, highlights key concepts, and addresses common questions for an additional $1,000 charge.

Hosting a private webinar allows me to tailor the material to what the participants uniquely experience at your university and in your state.

Only people who are already registered in the workshop may attend this webinar, and I don't offer a webinar on this material independent of the workshop.

Yes! I would be delighted to answer questions over a live Q&A call for an additional $500 charge.

Holding a private call allows me to tailor my answers to questions to what the participants uniquely experience at your university and in your state.

Only people who are already registered in the workshop may attend this Q&A call.

No, this workshop covers only federal income tax.

However, if you book a live webinar in addition to the workshop, I can briefly address income tax in your state and how to determine state residency in that live format.

I will create a unique registration link for your postbacs 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.

In that case, the graduate student version of this workshop is more appropriate. With your permission and 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 and 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.

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: 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.

I will host one to two Q&A calls every two weeks throughout tax season.

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 Postbac Tax Return (and Understand It, Too!) was purchased on behalf of postbacs at:

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