ELITE TAX PLANNING ACADEMY
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
INSTITUTE DETAILS AND TRAVEL INFORMATION
Dates: Thursday, October 17th & Friday, October 18th, 2019
Cost: $1,495
Location: San Diego. 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 $1,495 fee to cover event costs.
Travel: The event is located approximately 10 minutes from the San Diego International Airport (www.san.org). We suggest you use Uber, Lyft, or a taxi to get to your hotel and/or event location. We do not suggest you get a rental car, as everything is walking distance. If you are driving to the event, there is a parking garage for a daily rate.
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.