🧩 3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each

Discover the top three client profiles ideal for tax planning—and exactly which strategies to pair with each. Walk away with plug-and-play plans that boost savings, fees, and client loyalty.

📊 Tax Planning During the Trump Administration: A Look to the Next 4 Years

With tax changes possibly on the horizon, position your practice to thrive under the new administration. Learn what legislative shifts to anticipate, adapt your advisory services, and help clients prepare for potential tax law changes.

💰 Understanding & Evaluating 2025’s Most Controversial Tax Strategies So You Can Handle Them with Confidence

We’ll detail for you powerful, yet often controversial tax strategies that can dramatically reduce your clients' tax burdens. Learn to confidently explain these approaches while maintaining compliance and minimizing risk.

🚀 The Email Marketing Blueprint to Fill Your Calendar with Qualified Tax Planning Prospects

Discover how to leverage email marketing to attract ideal advisory clients. We'll cover all the basics plus messaging strategies that generate consistent leads.

🤝 The Golden Partnership:  How Accountants & Financial Advisors Create Tremendous Value Working Together

Our expert panel reveals how top tax professionals and financial advisors collaborate to deliver exceptional client value while creating lucrative partnerships that drive practice growth.

💎 Building a Successful Tax Advisory Practice: A Live Q&A with Leaders Sharing Their Journey

Gain unprecedented access to an elite panel of tax advisors who have built successful practices. Ask your most pressing questions and get candid insights on scaling your advisory services, pricing strategies, and operational excellence.