2025 ANNUAL TAX STRATEGY CONFERENCE

Tax Strategies for the Lifecycle of a Business

From Start-Up to Exit and Legacy

July 16th – 18th, 2025

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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.

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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!

Register Here

Agenda at a Glance

Tax Strategies for the Lifecycle of a Business

From Start-Up to Exit and Legacy

Day 1 - Wednesday, July 16th

8:00 – 8:30 – Continental Breakfast

8:00 – 9:00 – Welcome & Introduction (Tom Wheelwright, CPA)

9:00 – 10:30 – The Value of Tax Planning for Entrepreneurs (Robert Kiyosaki – Best-selling Author of Rich Dad Poor Dad)

10:30 – 10:45 – Break

10:45 – 11:15 – Tax Decisions for the Lifecycle of a Business Overview (Tom Wheelwright, CPA)

11:15: 12:00 – Tax Considerations for Entity Structure Decision (Michael Uadiale, CPA)

12:00 – 1:00 – Lunch

1:00 – 1:50 – Asset Protection Considerations for Entity Decision (Doug Lodmell, JD, LLM)

1:50 – 2:40 – Start-Up Costs and Accounting Method Elections (Louanne Gagnon, CPA)

2:40 – 2:55 – Break

2:55 – 3:45 – Maximizing Business Deductions (Tom Wheelwright, CPA)

3:45 – 4:45 – Oil and Gas, Real Estate, Stock Market Investing (Panel: Tax Deductions for Investing Outside of a Business)

4:45 – 5:00 – Closing (Tom Wheelwright)

5:30 – 7:00 – Reception (Sponsored by Gulf Coast Western)

Day 2 - Thursday, July 17th

7:00 – 7:50 BONUS SESSION – Sales & Marketing for CPAs (Tom Wheelwright, CPA & Rick Grossman)

8:00 – 8:30 – Continental Breakfast

8:30 – 9:00 – Welcome and Review (Tom Wheelwright, CPA)

9:00 – 10:00 – Maximizing Depreciation and Renovation Expenses (including leasehold improvements) (Kim Lochridge)

10:00 – 10:15 – Break

10:15 – 11:15 – Taking Advantage of Passive Losses (Tom Wheelwright, CPA)

11:15 – 12:00 – Multi-state Tax Planning Opportunities (Tom Wheelwright, CPA)

12:00 – 1:00 – Lunch

1:00 – 1:50 – Preparing Clients for Acquisitions (JB Brown, Entrepreneur and Business Coach)

1:50 – 2:40 – Tax Implications of Mergers, Acquisitions and Reorganizations – Case Studies (Karen Manahan, CPA and Mayra Rodriguez, CPA)

2:40 – 2:55 – Break

2:55 – 3:45 – Tax Implications of the Sale or Transfer of an Ownership Interest (Maria Callahan, CPA)

3:45 – 4:45 – Handling Goodwill and Other Intangible Assets – Tax and Asset Protection Implications (Tom Wheelwright, CPA and Doug Lodmell, JD, LLM)

4:45 – 5:00 – Closing (Tom Wheelwright, CPA)