Kitces Tax Intensive CE Day 2026
Register today to lock in 2025 pricing — rates increase January 1, 2026!
While all registrants will receive a recording of the event, you MUST attend the live virtual event to earn CE.
About Kitces Tax Intensive CE Day 2026
Our second annual Kitces Tax Intensive CE Day will be delivered virtually by some of the most engaging and relevant experts in our industry. Plus, fulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, and CPA.
The Hosts
Michael and Adam are ready to keep the energy up and the program flowing throughout the day!
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Adam Van Deusen
Adam Van Deusen
Adam is a Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
CE Reporting Requirements
Kitces will report CE on your behalf to several organizations including the CFP Board, American College, IWI, and FINRA by March 30, 2026.
(CE requirements vary for each organization)
For your CE activity to be reported:
- You must provide your certification numbers at the point of registration
- You must be present for at least 50 minutes of the hour-long sessions to earn CE
(There are 6 unique CE-approved sessions within the event. Each is 1 hour long, and you must attend at least 50 minutes of the hour-long sessions, or you will not receive CE credit for that portion of IAR CE Day.)
Completion certificates will be emailed to attendees who satisfy the requirements above by March 30, 2026.
Pricing & Sign-Up Information for Tax Intensive CE Day 2026
March 12, 2026 | 11:00 AM - 6:30 PM ET
Register today to lock in 2025 pricing — rates increase January 1, 2026!
This Kitces Tax Intensive CE Day ticket is $247.
Advicers who have joined the Kitces Members Section can register at a discounted rate of $197.
Want to save even more? Bundle tickets are perfect for teams of 4 or more!
👉 Click here for volume discounts
You MUST attend the entire 7.5 hour virtual event live to earn CE
FAQ for Kitces Tax Intensive CE Day 2026
Kitces Tax Intensive CE Day is designed for all advisors who want to expand their knowledge Products and Practice, designed to ensure ongoing knowledge and competency related to investment products, strategies, standards, and compliance practices relevant to the investment advisory industry. An IAR must satisfy six credits annually of this component.
Kitces Tax Intensive CE Day will be approximately 7 hours and 30 minutes long and will begin at 11AM ET on Thursday, March 12th. Breaks are built into the agenda approximately every hour. Due to the nature of this live event, exact start and stop times for breaks are not determined in advance.
Yes. Breaks are built into the agenda approximately every hour.
Kitces Tax Intensive CE Day is a virtual webinar event that will be hosted by Michael Kitces and Adam Van Deusen and will feature expert presenters across 6 CE sessions.
Kitces will report CE on your behalf to several organizations including the CFP Board, American College, IWI, and FINRA. CE requirements vary for each organization.
There are 6 unique CE-approved sessions within the event, four of which are 1 hour long. You must attend at least 50 minutes of the hour-long sessions or you will not receive CE credit for that portion of IAR CE Day.
Additionally, you must provide your full name and certification numbers at the point of registration.
Completion certificates will be emailed to attendees who satisfy the requirements above.
You can use FINRA’s BrokerCheck website to find your personal CRD number.
The Kitces Team will automatically report CE on your behalf to FINRA, the CFP Board, the American College, and IWI, no later than March 30th. We do not report to any state-level organizations.
The Kitces Team will automatically report CE on your behalf to FINRA, the CFP Board, the American College, and IWI. We do not report to any state-level organizations.
Yes, you will receive a completion certificate via email if you satisfy the requirements above.
You’re welcome to come and go throughout the day, and attend whichever agenda sessions interest you. However, CE will only be reported for the sessions where you are present for at least 50 minutes per session. Further, the registration price provides you with access to the entire event. Pro-rated tickets are unavailable.
Yes, you must attend the entirety of each session event to earn CE.
Yes. Access to a recording is included in your registration, however, CE will only be reported for the sessions you attend live on Thursday, March 12th, 2026.
No. The recording is not available for sale independently. You must register for the live event to access a recording. Please note, CE will only be reported for sessions you attend live on Thursday, March 12th, 2026. Watching the recording does not earn you CE.
CE will only be reported for sessions you attend live on Thursday, March 12th, 2026. Watching the recording does not earn you CE.
Kitces Premier Members receive a discount on the registration cost for Kitces Tax Intensive CE Day. Non-member tickets are $247, while Kitces Premier Member tickets are $197. Pricing will increase at the start of 2026 so register today to lock in 2025 pricing.
Advisory firms that wish to purchase multiple registrations to Kitces IAR CE Day can receive a discounted bulk rate for groups of 4 or more. Additional discounts apply with a Kitces Premier Group Membership rate. You can learn more here.
Advisors may receive a full refund for Kitces Tax Intensive CE Day up to the event start time at 11AM ET on Thursday, March 12th, 2026.
Visit our IAR CE FAQ page here.
Become a Premier Member
Kitces.com Premier Membership includes Kitces-Courses discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .
