2025 ANNUAL TAX STRATEGY CONFERENCE
Tax Strategies for the Lifecycle of a Business
From Start-Up to Exit and Legacy
July 16th – 18th, 2025
Premier Tax Technical Training for
Accountants, CPAs & Financial Professionals
Days of Learning, Networking, and Having Fun!
Hours of CPE Credits
Expert Led Technical Training Topics
Event for better clients, better practice, better life
Are you ready to take your business to the next level? Join us for a fantastic conference, Tax Strategies for the Lifecycle of a Business, where industry leaders and tax experts will guide you through the essential phases of a business’s lifecycle with a sharp focus on tax strategies.
Tom Wheelwright®, CPA
Tom Wheelwright is the best-selling author of Tax-Free Wealth, a successful entrepreneur who has built and scaled multiple CPA firms. His passion is for transforming the financial services industry and helping other entrepreneurs make way more money and pay way less tax.
Robert Kiyosaki
Best known as the author of Rich Dad Poor Dad, the #1 personal finance book of all time, Robert Kiyosaki has challenged and changed the way tens of millions of people around the world think about money.
This conference isn’t just about theory—it’s about applying what you learn. As you participate in the expert-led sessions and workshops, you’ll earn 20 hours of professional continuing education credits that directly contribute to your professional development and compliance.
Join top tax experts and business professionals for 3 days of actionable strategies designed to help you unlock client growth, improve your practice, and build the life you’ve always wanted.
- Better Clients: Learn advanced strategies that help your clients save more, grow faster, and stay with you longer.
- Better Practice: Master the tax planning tools that help you expand your services and revenue.
- Better Life: Gain the freedom that comes with a thriving, well-managed practice.
IDEAL FOR
Accountants & CPAs
Tax Professionals
Firm Owners
Enrolled Agents
Financial Professionals
PROFESSIONALS WHO WANT
Business Growth
Sophisticated Tax Strategies
Collaboration with Tax Professionals
Answers to Complex Tax Situations
Greater Impact with your Clients
TO HAVE
Better Clients
A Better Practice
A Better Life
Expert Speakers:
Gain insights from top tax professionals and highly successful business leaders who will openly share real-world experiences, proven strategies, and actionable advice.
Networking Opportunities:
Connect with fellow entrepreneurs, experienced tax consultants, and industry experts to build valuable relationships, exchange insights, and expand your professional network.
Practical Sessions:
Participate in hands-on, interactive sessions designed to provide you with the essential tools, strategies, and knowledge you need to manage your business taxes efficiently and effectively.
My Passion for Better Clients, a Better Practice
and a Better Life
For more than 45 years, I’ve built, grown, and sold successful CPA firms. The secret to my success? I do things differently. How differently? More than 250K entrepreneurs have used the WealthAbility® System to reduce their taxes by 10% to 40%.
Now, my team and I are helping other Accountants, CPAs, and Financial Planners do the same. Through the TFW Advisors Franchise, we’re transforming the accounting industry by helping financial professionals build highly profitable businesses they love AND helping their clients build a rock-solid financial legacy.
Join Us for the 2025 Annual Tax Strategy Conference
If you’re ready to take your tax strategy expertise to the next level, this is the event you’ve been waiting for. Over the course of three interactive, engaging, and practical days, we’ll be diving deep into the technical tax strategies that drive real results—so you can create massive value for your clients and scale your firm like never before.
This isn’t your typical tax conference. Expect hands-on learning, real-world case studies, and powerful networking with like-minded professionals who are committed to doing tax differently. Whether you’re looking to optimize your clients’ tax savings, build a more profitable practice, or stay ahead of the ever-changing tax landscape, you’ll leave with the tools and confidence to make it happen.
Spots are limited, so don’t miss your chance to be part of this game-changing event. Secure your seat today!
Agenda at a Glance
Tax Strategies for the Lifecycle of a Business
From Start-Up to Exit and Legacy
Day 1 - July 16th
Continental Breakfast
8:00 – 9:00 AM – Welcome & Conference Kickoff
9:00 – 10:30 AM – Session 1
10:30 – 10:40 AM – Break
10:40 – 12:00 PM – Session 2
12:00 – 1:30 PM – Lunch
1:30 – 3:00 PM – Session 3
3:00 – 3:30 PM – Session 4
3:30 – 3:40 PM – Break
3:40 – 5:00 PM – Session 5
Day 2 - July 17th
Continental Breakfast
8:00 – 8:15 AM – Welcome & Review
8:15 – 9:45 AM – Session 6
9:45 – 9:55 AM – Break
9:55 – 11:30 AM – Session 7
11:30 – 12:00 PM – Session 8
12:00 – 1:30 PM – Lunch
1:30 – 3:00 PM – Session 9
3:00 – 3:30 PM – Session 10
3:30 – 3:40 PM – Break
3:40 – 5:00 PM – Session 11
5:00 – 5:15 PM – Book Signing
Day 3 - July 18th
Continental Breakfast
8:00 – 9:00 AM – Welcome & Review
9:00 – 10:30 AM – Session 12
10:30 – 10:40 AM – Break
10:40 – 12:00 PM – Session 13 + Wrap Up
Here’s what others are saying about
WealthAbility’s Professional Continuing Education
Ticket Packages
Early Bird Package
Limited Tickets. Register Today!- ONLY AVAILABLE UNTIL MAY 31, 2025
- 20 Hours CPE Credit
- All Access Pass to All Sessions
- Invited to Pre-event Networking Reception
- FREE – Book Signing & Photo Opportunities
- FREE – Ebook 7 Steps to DOUBLE Your Firm’s PROFIT Without Any New Clients
- FREE – Additional 6 CPE Online Class
Sponsors & Valued Partners
