BIGGER & BETTER THAN EVER BEFORE!
THE SUMMIT 2025
SCALE SMARTER, SERVE BETTER, DELIVER MASSIVE VALUE
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ABOUT THE SUMMIT 2025

Centered on tax planning, and brought to you by the industry's leading tax experts, this is THE place for learning how to get tax strategies implemented in the real world. 

Since taxes are only a piece of a client’s financial puzzle, The Summit is expanding in 2025 to put the best in the business on stage to help you level up on practice management, leadership and growth. Every attendee leaves this event with ideas to start executing the very next day.
  • 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.
  • Early Bird Price: $1776 (Save over $200)
  • Bonuses Include:
                - 8606 Guide Masterclass ($297 value)
                - The Prospect Process Masterclass ($597.97 value)
- 8606 Guide Masterclass ($297 value)
- The Prospect Process Masterclass ($597.97 value)

Important Disclaimer

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.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firm.

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