Learn how to Deliver Massive Value on every Tax Return, without spending hundreds of hours going line by line
2025 Tax Summit
A 3-day, interactive workshop where you will receive personalized, actionable insights from some of the best Financial Advisors and Tax Experts in the Country
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ABOUT THE 2025 Tax Summit:
How much would it be worth if by increasing your real-world tax knowledge you were able to bring on just ONE additional client this year?
How much of your time could you save if you had a systemized process for finding planning opportunities in every tax return that landed on your desk?
How valuable would it be to your clients if you were able to guide them to implementing tax saving strategies?
You can read the tax code from the comfort of your own desk, but you can only get real world tax strategies, including how to actually implement them, when you surround yourself with other successful financial planners:
- Learn to apply tax strategies in real-world scenarios through expert-led sessions, case studies, and workshops.
- Gain a well-rounded understanding of practice management, tax strategies, and financial planning to serve clients better.
- Discover marketing strategies, business growth tactics, and technology integration to expand your practice and stand out in the market.
- BONUS for signing up today:
- 8606 Guide Masterclass ($297 value)
- The Prospect Process Masterclass ($597.97 value)
- 8606 Guide Masterclass ($297 value)
- The Prospect Process Masterclass ($597.97 value)
Refund Policy:
If you cancel your registration before 8/1/2025 you will receive a full refund. Cancellation after 8/1/2025: no refunds will be given.
Secure Payment
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