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THE 2023 NEXT LEVEL
TAX PLANNING SUMMIT
For Financial Advisors
4455 Paradise Road, Las Vegas, NV
SEPT 27-29, 2023
WHAT WILL YOU LEARN:
  • 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!

Important Disclaimer

We are excited to see you at the Summit! We realize that sometimes life happens, and you may not be able to attend. We will gladly refund you up to 2 weeks after your purchase. If you need to cancel and it's been more than 2 weeks since your purchase, we will switch you to a Virtual Attendee with associated pricing. There is no refund for the virtual purchase.

Our Guarantee

Like you, we are committed to delivering massive value to our clients. If you attend this summit and don’t leave with an action plan worth at least $10,000, we will gladly refund your investment.

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