Over 200 advisors already commited for the in-person and virtual event!!!

The 2023 Next Level 
Tax Planning Summit


Sept 27-29, 2023


The Leading Tax Experts In The Industry Sharing Tax Strategies YOU Can Implement In Your NEXT Client Meeting

Every Attendee Will Leave With Ideas They Can Start Executing The Very Next Day

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.

Here Are Just Some Of What

  • 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!

Lift Up Your Credibility & Knowledge Joining The

Tax Planning Summit

The tickets are available for an early bird price for a little while only...Hurry up!

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