ELITE TAX PLANNING ACADEMY

Next Event: Nashville, TN (June 11th & 12th, 2020)

ELITE TAX PLANNING ACADEMY

The Elite Tax Planning Academy is a 2-day event (16 CPE credits for CPAs) bringing together some of the most forward-thinking professionals in the industry to teach accountants and financial services advisors how to work with a team of specialists to offer more proactive and comprehensive services to their clients. Each presenter is a specialist in their respective sections of the tax code. Over the two days, advisors and accountants will learn about advanced planning techniques as well as cutting-edge business building skills.

TECHNICAL LEARNING OBJECTIVES INCLUDE

• Tax Law Updates
• Industry Changes
• Qualified Retirement Plans
• Nonqualified Retirement Plans
• ESOPs
• Captive Insurance Companies
• Cost Segregation
• Business Valuation
• Business Exit Planning

BUSINESS BUILDING LEARNING OBJECTIVES INCLUDE

• Strategic Planning for Firm Growth
• Value Based Billing and Price Packaging
• Proactive Planning Conversations
• Online Marketing
• Maximizing Joint Venture Partnerships

"I love what you guys are doing. Keep up the great work!"

– Ronald Baker, Author of six best-selling books, including Measure What Matters to Customers and Firm of the Future

“You’ve hit the nail on the head! This is a great opportunity for CPAs and I look forward to working with you.”

– Salim Omar, Author of The Ultimate CPA Practice in the New Economy

*Note: This event is not open to the public. Attendees must be an advisor in the Team Based Model training or an accountant invited and accompanied by an advisor.

INSTITUTE DETAILS AND TRAVEL INFORMATION

Dates: Thursday, June 11th & Friday, June 12th, 2020


Location: Nashville, TN. Exact location will be provided once registration is approved by ERT.

 

Note: If registration is canceled within 48 hours of the event, or an attendee does not show up to the event, they will forfeit the $995 fee to cover event costs.

Dress Code: Business Casual

Meals: Continental breakfast and lunch will be provided by Elite Resource Team each day. If you have any special dietary needs please let us know.

REQUEST INFORMATION

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