The 2023 Next Level 
Tax Planning Summit


September 27-29, 2023

Virgin Hotels, 4455 Paradise Road
Las Vegas, NV 89169, US






This conference was created by leaders of the financial planning industry to go beyond theory and give Advisors the tools to deliver massive value to their clients through tax planning.

Everyone has left a conference thinking "that was a nice idea" and then done NOTHING about what they learned. Every session of this summit will include action items and resources to make sure attendees go home and transform how they deliver tax planning.

The conference will also qualify for 8 hours of CE for CFPs.



  • Creating Your 2024 Tax Planning Calendar
  • Top Tax Planning Mistakes and What To Do About Them
  • Getting Tactical On Tax Return Reviews
  • Tax Planning For YOUR Business

  • ​What's New In Taxes
  • Rockstar Level Tax Planning Process (and how to include your team in it)
  • Tax Advice and Compliance
  • Roth In The Real World
  • Real Life Case Studies

...and MUCH Much More!


Steven Jarvis, CPA, is the dynamic CEO and Head CPA of Retirement Tax Services, a specialized tax firm with a mission to change the world, one tax return at a time, through strategic partnerships with financial advisors. Collaborating tirelessly with advisors and taxpayers, Steven seeks opportunities to optimize tax strategies and prevent unnecessary IRS tipping, firmly believing that overpaying taxes should not go unrewarded. With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset. As a dedicated educator, he regularly produces engaging content for financial advisors through the Retirement Tax Services website and podcast.

                                                                                              Beyond his contributions to conferences and writings, Steven also served as an adjunct professor at Whitworth University's graduate business school for three years. His passion for driving change and inspiring action in tax planning discussions with financial planners underscores his commitment to empowering clients. Steven Jarvis's unwavering dedication to providing effective tax strategies has solidified his position as a respected leader in the field, leaving a meaningful impact on the financial landscape through smart tax planning in every aspect of his work.

Meet Matthew Jarvis, the visionary founder of Jarvis Financial. In 2020, his firm celebrated an astounding year, amassing approximately $1.5 million in revenue, managing nearly $200 million in assets under management (AUM), all while maintaining a remarkable 50%+ profit margin (EBOC). Despite these impressive achievements, Matthew's defining feature is his commitment to balance, taking over 250 'free days' annually to savor life's adventures.
                                                                                                    But it wasn't always smooth sailing. A decade prior, Matthew faced crippling debt and a struggling practice, questioning his industry tenure. However, fate intervened, offering him coaching from one of the industry's most successful advisors, Tom Gau. With determination and guidance, Matthew transformed his life and practice, scaling the pinnacle of success.
                                                                                                Today, beyond running his thriving practice, Matthew pays it forward by coaching fellow advisors and guiding them toward replicating his accomplishments. His zest for life extends to global travels with family, mountain biking, dirt biking, and daring escapades with Micah.                              
                                                                                                Matthew's invaluable wisdom finds expression in his book, "Delivering Massive Value," presenting a replicable system to enhance business efficiency, attract premier clients, and craft the practice of their dreams. Matthew Jarvis epitomizes the ideal blend of financial prowess, entrepreneurial spirit, and a life richly lived.

Micah Shilanski, CFP®, is a remarkable financial planner who turns the 'impossible' into reality. Renowned as a leader in lifestyle design for financial planners, Micah has been a sought-after speaker at conferences nationwide.
                                                                                                  What sets Micah apart? Unlike others who discuss lifestyle practices, Micah lives and breathes it. Remarkably, he spends over 6 months outside the office each year while consistently growing his practice by at least 20% annually.
                                                                                                  How does he achieve this feat? Micah's unwavering focus is on delivering immense value to his clients. Continuously seeking ways to better serve them year after year, he streamlines his office operations and optimizes his time management relentlessly. As a top expert in federal retirement benefits, Micah's niche in financial planning, he leverages technology to serve his clients and educate the public effectively.
                                                                                                        Micah is the visionary behind, an empowering platform dedicated to helping federal employees comprehend their benefits. His online program guides federal employees in creating personalized financial plans. Additionally, he authored "The Best Kept Secret in CSRS," an e-book unveiling a unique federal benefit. Micah Shilanski is an inspiration to the financial planning world, demonstrating that delivering exceptional value can fuel a thriving practice while embracing a fulfilling lifestyle.

Meet Leila Shaver, a highly skilled attorney specializing in tax planning and regulatory compliance for Financial Advisors. With over a decade of experience as a securities lawyer, Leila has played a vital role in guiding Advisors, from the smallest Registered Investment Advisors (RIA) to the largest Broker-Dealers (BD), in integrating tax strategies into their client service while staying compliant.

                                                                                                      As the founder of "My RIA Lawyer," Leila collaborates extensively with broker-dealers, private fund managers, insurance agents, and other financial professionals. Serving as both a legal and compliance partner, she offers a holistic approach to address intricate challenges faced by these firms.
                                                                                                  Leila's expertise lies in bridging the gap between outsourced compliance consultants or external legal departments and financial entities, providing comprehensive services that navigate the complex intersection of law and compliance. Whether you're a financial advisor, broker-dealer representative, private fund manager, or insurance agent, Leila's insights will enhance your client service and elevate your professional practice. Her sought-after expertise as a summit speaker makes her an invaluable resource for financial professionals seeking success in a dynamic landscape. Prepare to be inspired and enlightened as Leila shares her knowledge, demystifies tax planning, and dispels any fears surrounding compliance.

Sheryl Rowling is a distinguished financial expert with an illustrious career spanning since 1979, dedicated to providing fee-only tax and financial planning advice. As the principal of Rowling & Associates and former managing partner of Rowling, Dold & Associates LLP, Sheryl holds esteemed professional credentials as a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
                                                                                                    With a keen focus on setting clear goals, Sheryl works closely with her clients, guiding them toward achieving their objectives through effective financial resource management. Her expertise and dedication have earned her well-deserved recognition, including being named one of the nation's top 250 financial advisors by Worth magazine for three consecutive years and being listed among Accounting Today's Top 100 Most Influential People in Accounting.
                                                                                                Actively engaged in her field, Sheryl is a member of prominent industry associations, including the American Institute of Certified Public Accountants (AICPA) tax and financial planning division, the Financial Planning Association, the California Society of Certified Public Accountants, and the National Association of Personal Financial Advisors. Sheryl's influence extends beyond her advisory role, as she has authored the book "Tax and Wealth Strategies for Family Businesses," published by CCH in 2006. Her expertise is further demonstrated through her regular contributions to respected publications like the San Diego Jewish World, Advisors4Advisors, and InvestmentNews, where her insights are sought after and quoted in local and national media.

Benjamin Brandt is the esteemed Founder/President of Capital City Wealth Management, a prominent fee-only financial planning company based in Bismarck, North Dakota. With a passion for helping individuals achieve their retirement goals, Benjamin also hosts the widely acclaimed podcast Retirement Starts Today Radio, accompanied by an insightful blog. His mission is to have a valuable impact on the retirement of 1 million people.
                                                                                                      Beyond his financial expertise, Benjamin is an Iraqi combat veteran, dedicating eight years of service to the North Dakota Army National Guard, which included a courageous 15-month deployment to Iraq in 2003.
                                                                                                          His exceptional insights and advice have garnered widespread recognition, with Benjamin being featured in various esteemed publications such as The Huffington Post,, Forbes, Business Insider,, and many others.
When not immersed in the world of finance, Benjamin enjoys precious moments with his wife Kristen, often found at the hockey rink, gymnastics, and wrestling mats, cherishing quality time with their six energetic children. With a strong vision to positively impact the retirement of 1 million people, Benjamin's dedication to financial planning and his passion for empowering others is evident in his work and unwavering commitment to making a meaningful difference in people's lives.

Anne Rhodes is the accomplished Chief Legal Officer leading the legal team at She plays a pivotal role in optimizing their industry-leading estate planning platform to address contemporary concerns and integrate the latest legal insights. Anne's expertise also extends to developing best-in-class documents and products, driving innovative enhancements for's advisor-centric solutions.
                                                                                                  Throughout her career, Anne has been a dedicated practicing attorney specializing in tax, trusts, and estate law. She honed her skills at prestigious law firms like McDermott Will & Emery (New York) and Perkins Coie (Northern California), known for their exceptional work in private wealth law. Earlier in her journey, she began at Cleary Gottlieb Steen & Hamilton, focusing on U.S. taxation.
                                                                                              Anne's comprehensive practice at these esteemed firms encompassed advising on intricate strategies for succession planning, pre-liquidity events, wealth transfer, and tax planning. She excelled in creating and managing trusts and tax-exempt organizations, guiding clients in charitable giving, asset protection, pre-immigration planning, and navigating complexities associated with special assets, such as closely held businesses.
                                                                                                    Anne holds a distinguished academic background, with an undergraduate degree from Yale and a J.D. from Columbia, underscoring her commitment to excellence. At, she combines her extensive legal acumen and innovative thinking to empower advisors and clients alike with cutting-edge legal solutions.

With over a dozen years of experience in providing financial advice and guidance to highly successful families, Michael Henley is the esteemed founder of Brandywine Oak Private Wealth. His prior tenure at Merrill Lynch Wealth Management saw him leading the advisory team of Henley, Maconi, McGuire, Jackson & Associates, where he worked closely with affluent individuals and families, simplifying the complexities of significant wealth.
                                                                                          Michael's impressive list of qualifications includes the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning CounselorSM (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation, showcasing his dedication to professional excellence.
                                                                                              Recognized for his expertise and commitment to his clients, Michael has earned prestigious accolades. Forbes acknowledged him as one of the Best in State Wealth Advisors*, ranking #2 in Pennsylvania in 2022. Additionally, Barron's listed him among the Top 1,200 US Financial Advisors**, with an impressive #8 ranking in Pennsylvania in 2022, and among the Top 100 Independent Advisors in 2021. Notably, Michael also secured a spot on Forbes' America's Top Next-Generation Wealth Advisors*, where he achieved #2 in Pennsylvania and #31 in the nation in 2021.
                                                                                                  Michael Henley's exceptional track record and his unwavering dedication to delivering personalized financial solutions have solidified his position as a leading financial advisor in the industry.

Alison Brooks brings a wealth of expertise to her role as an Investment Analyst on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch. With a tenure dating back to 2005, she has consistently provided exceptional service to clients, ensuring their wealth strategy aligns with their long-term family wealth plan. Additionally, Alison plays a vital role at Brandywine Oak Private Wealth, where she meets with existing clients to optimize tax planning and modeling, family and charitable gifting, and portfolio rebalancing, all while maintaining a sharp focus on detail.
                                                                                                      As a testament to her dedication and knowledge, Alison holds both the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation. Her commitment to excellence has been recognized, as she was listed among Forbes' 2022 Best-In-State Wealth Advisors* and Forbes' 2022 Top Women Wealth Advisors*, achieving an impressive #23 ranking in Pennsylvania. Alison Brooks' passion for serving her clients and her relentless pursuit of excellence make her a highly regarded professional in the financial industry.



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