The cost of the workshop is $20 per person.
I believe that this pre-recorded and asynchronous version of the tax workshop is superior to a fully live version (which I presented for several years prior to creating the workshop) because:
While I won't present this material live this year, 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 100+ people from your institution register. Alternatively, even without meeting that registration threshold, I can provide a private call for an additional $500 charge.
I will create a unique registration link for your PhD trainees 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, I can easily export the registration list at any time and will send it to you upon your 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 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.
Unfortunately, my software does not have this feature. The best I can do is monitor the sign-ups frequently and manually close registration when I see that you are nearing or have reached your desired limit. The registration page can go to a waitlist instead.
Yes! While some of my clients make registration available throughout the calendar year, others prefer to limit registration to a certain quarter or month. I recommend concentrating enrollment over about a month leading up to one of the quarterly payment deadlines. The two most popular times of year for enrollment are leading up to the quarter 3 deadline (mid-September) and the quarter 1 deadline (mid-April). The former is a good time to enroll people who recently switched onto fellowship for the new academic year, and the latter is a good time to enroll people who recently realized that they aren't having income tax withheld on their stipends/salaries.
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 quarter's 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.
I can register as a vendor/supplier with your institution and then invoice you for the number of registered participants to that date to be paid by check or direct deposit. Unless you prefer a different schedule, I will send you one invoice per quarter after the payment deadline has passed.
Alternatively, for smaller purchases (~25 or fewer), if you prefer I can send you an invoice through an online payments platform, through which you can pay by credit card.
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.
The 2023 estimated tax deadlines are:
I will host at least one Q&A call in the couple of weeks leading up to each quarterly deadline.
The workshop files will remain available through the entire year until I publish the next year's version of the workshop, which is typically in March, e.g., the 2023 version will remain available until February 2024.
Quarterly Estimated Tax for Fellowship Recipients has been purchased on behalf of PhD trainees at: