New York Education Forum

We are no longer accepting RSVPs for the in-person portion of this event, as it is currently fully committed. However, if you would like to join us virtually, please register by clicking here. Should space become available, the registration form will be added back to this event page. Stay tuned!

Event Information


Hotel: The Soho Grand Hotel, in Soho, New York


Thursday, September 22, 2022, 11:00am – 4:30pm EST


11:00 AM

– Valet Your Car, Complimentary

– Follow Event Signs to Find Our Check-In Table

– Grab Your Goody Bag, Enjoy Lunch + Surprise Entertainment 

12:00 PM

– What’s New for TY22 & Software Demo

1:00 PM

– Wealth Management On Your Terms with Avantax 

2:00 PM

– Let’s Talk Bank Products with Republic Bank & Santa Barbara TPG 

3:00 PM

– Q&A with Today’s Presenters 

4:00 PM

 – New to TaxAct Professional Software Training

You Asked, We Listened

TaxAct Professional invites you & your team to attend our upcoming Education Forum in Soho, New York. 

This complimentary event will be held in-person, at the Soho Grand Hotel. During the Education Forum, we will offer training on our tax software, our bank partner’s offerings, Avantax wealth management & so much more. Take a moment to scroll through our registration website below, to learn additional event information about this event… Interested in attending? Be sure to register in advance as space is limited. 

This event has been designed for you to drive & travel to easily, with no overnight requirements. For event related questions please email

Bank Products are offered by Republic Bank & Trust Company, Member FDIC or Santa Barbara Tax Products Group, LLC (TPG). Wealth management services offered by Avantax Wealth Management.


Event Location

Since it’s inception in 1996, Soho Grand has epitomized the industrial elegance that defines SoHo. From its bottle-glass staircase to its majestic masonry columns – it is the grand design that intertwines the factories and lofts that flourished in SoHo in the 1970s with the 1870s Gilded Age. 

Soho Grand is a collective of love notes to one of New York’s greatest neighborhoods, and a living museum filled with art and artifacts that showcase SoHo’s rich architectural history. As Manhattan’s first luxury Downtown boutique hotel, it is often said that Soho Grand brought the neighborhood inside.



– For this event, TaxAct Professional will be providing complimentary valet. When you arrive at the hotel, please let valet know that you are attending the “TaxAct Professional Education Forum.”

– To attend this event, you must register in advance.

– Please note that invites are non-transferrable.

– This event is complimentary to attend. 

– Should you no longer be able to attend this event, we ask that you cancel your registration within 72 hours of this event, so that TaxAct Professional can be as prepared as possible. To cancel, simply email

– This event will be held at the Soho Grand Hotel in Soho, New York on Thursday, September 22nd, 2022 from 11:00 AM – 4:30 PM EST.

– Dress Code: Business casual attire is encouraged, but not required for this event.

– During this event, TaxAct Professional will be providing complimentary lunch to all attendees. In addition, we will also be providing coffee, water & snacks during breaks. 

COVID-19 Updates

The safety of our customers, guests & teammates remains the highest priority at TaxAct Professional & our hotel partner. During this event, we ask that you remain 6 feet apart from other attendees when possible. In addition, regardless of if you’ve been fully vaccinated or not, we ask that you wear a mask for your health & safety, as well as for the health & safety of those around you. 

Photography & Videography Consent

By Attending a TaxAct, Inc. event, whether online or in person (“Event”), you are agreeing to the terms set forth in this Consent (“Consent”). TaxAct intends to photograph and record the Event and its location, both visually and aurally, including individual interviews with attendees (collectively, “Recordings”), and will utilize those Recordings to create and retain various works for future use. Your image, voice, and other aspects of your appearance (collectively, “Appearance”) are likely to appear in one or more of the Recordings. By attending the Event, you are consenting to the unrestricted use by TaxAct and its affiliated companies of your Appearance (or any portion thereof) in any and all media throughout the universe, in perpetuity, for training, future event planning, marketing, advertising, and promotional purposes, including (without limitation) through direct communications (e.g., email lists) and posting on social media, YouTube or other public sites. Your Appearance may be used in whole or in part, edited, and combined with the recordings and appearances of others and with music, graphics, etc. You understand and agree that all Recordings will be done in reliance on this Consent given by you as a result of your attendance at the Event. The Event and the Recordings are protected by copyright and you are not allowed to copy, share, post or reproduce any portion thereof unless you obtain written permission from an authorized representative of TaxAct. 

Can't Join Us In Soho?

No problem! TaxAct Professional will also be hosting additional events, virtually, within the next few months. We will also be airing the Soho, NY event virtually, via Zoom. Below are these additional events. Should you wish to register in advance, please click the links below!

Virtual Event Via Zoom – Thursday, September 22nd, 2022

Virtual Event Via Zoom – Thursday, October 13th, 2022

Virtual Event Via Zoom – Thursday, November 17th, 2022