WealthAbility® 2026 ANNUAL
TAX STRATEGY CONFERENCE
Tax Strategies for High-Net-Worth Entrepreneurs & Investors
July 20th – 22nd, 2026
Park City, Utah
Premier Tax Technical Training for
Accountants, CPAs & Financial Professionals
Three days in Park City with Tom Wheelwright®, CPA — the advisor Robert Kiyosaki has trusted for over 25 years — going deep on the tax strategies high-net-worth entrepreneurs and investors actually use. Walk away with the technical knowledge, frameworks, and confidence to advise the most sophisticated clients in your market.
Ken Kies
Ken Kies is the Assistant Secretary of the Treasury for Tax Policy. Former Managing Director of the Federal Policy Group, LLC, and Co-Managing Partner of the Washington National Tax Services office of PricewaterhouseCoopers LLP.
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.
Danny Werfel
Danny Werfel has served in high-level roles across sectors, including as Commissioner of the Internal Revenue Service, where he helped lead one of the largest and most complex federal agencies through a period of significant transformation.
Master the Strategies the Top 1% of Earners Are Actually Using
Most CPE teaches you the code. Tom teaches you how the highest earners in the country use it — the entity structures, the income shifting, the depreciation strategies, the asset protection plays, and the legacy planning that move the needle on 7- and 8-figure tax bills.
Tom Wheelwright® — Live and In-Person
Three days of direct teaching, Q&A, and small-group sessions with the CPA Robert Kiyosaki built Rich Dad’s tax strategy around. The kind of access normally reserved for Tom’s private clients.
Strategies for the Clients You Want
Real estate, e-commerce, healthcare, dentistry, manufacturing, tech — Tom walks through the exact strategies he uses with high-net-worth entrepreneurs and investors across every major industry.
Insider Perspective from Treasury
Ken Kies (Assistant Treasury Secretary) and Danny Werfel (former IRS Commissioner) share what’s actually happening inside Treasury and the IRS in 2026 — the kind of intelligence you can’t get from a tax newsletter.
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 available that directly contribute to your professional development and compliance.
* WealthAbility® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. WealthAbility® is not currently registered with the IRS as an approved continuing education provider, so enrolled agents will not receive CE credit for attending. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org .
Hear what attendees of last year’s event have to say!
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.
What You’ll Take Back to Your Practice
- The Tax-Free Wealth® system applied to high-net-worth entrepreneurs and real-estate investors
- Tom’s Four Pillars: Wealth Strategy, Tax Strategy, Asset Protection, Legacy
- Advanced entity structures, income shifting techniques, and asset protection strategies for HNW clients
- Real-estate, business, and investment tax strategies you can apply Monday morning
- Live insights from Ken Kies and Danny Werfel on 2026 Treasury and IRS direction
- 20 hours of CPE credit — covering your full annual requirement in most states
- A peer network of advisory-minded CPAs
Here’s what others are saying about
WealthAbility’s Professional Continuing Education
This conference is designed exclusively for licensed CPAs, EAs, and tax professionals who advise — or want to advise — high-net-worth clients.
*If you’re a business owner or investor looking for tax strategies for yourself, join us at our July 24th conference for entrepreneurs in Park City.
Ticket Packages
Early Bird - Special Pricing
Live 3-Day Event - Register Now- 20 Hours CPE Credit
- All Access Pass to All Sessions
- Recording of the Live Event
- Invited to Networking Reception
- Invited to Bonus Sessions
Bring a Partner - Special Pricing
Live 3-Day Event - Register Now- 20 Hours CPE Credit
- 2 All Access Passes to All Sessions
- Recording of the Live Event
- Invited to Networking Reception
- Invited to Bonus Sessions
Refunds and Cancellations: For information regarding refund, complaint, and/or program cancellation policies, please see the Statement of Administrative Policies
WealthAbility® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
The Strategies. The Source. The Room.
This is your opportunity to learn from the best.
When you’ve spent enough time in tax, you know there’s a difference between reading a strategy and hearing it directly from the CPA who’s used it on real 7- and 8-figure clients for decades. July 20–22, Park City. Limited seats — this is an intentionally intimate event.
