WealthAbility® 2026 ANNUAL
TAX STRATEGY CONFERENCE
Topic: 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 and The Win-Win Wealth Strategy. He is also 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 up to 20 hours of Continuing Professional Education (CPE) credits that support your professional development and compliance requirements.
* 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.
The 2026 Annual Tax Strategy Conference, hosted by Tom Wheelwright, CPA, in Park City, Utah, from July 20–22, is a dynamic, three-day event designed for CPAs, accountants, and financial professionals who want to deliver advanced tax strategies for high-net-worth entrepreneurs and investors. Attendees will gain actionable insights, hands-on experience, and cutting-edge techniques to reduce taxes, expand services, and grow their firms. Featuring keynote sessions from top experts, including Ken Kies and Danny Werfel. Plus the opportunity to earn 21 CPE credits, the conference offers powerful tools, peer networking, and real-world applications to help professionals increase client impact and reclaim their own financial freedom.
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
Prerequisites: Basic knowledge of tax planning and tax strategy for high net worth investors
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live
CPE Summary by Total: 21 Hours
|
Taxes – Technical |
10 |
|
|
Business Law – Technical |
1.2 |
|
|
Finance – Technical |
2.4 |
|
|
Production – Non-Technical |
1 |
|
|
Information Technology – Technical |
3 |
|
|
Specialized Knowledge – Technical |
2.4 |
|
|
Communication & Marketing – Non-Technical |
1 |
To be awarded the full credit hours, you must be present and register your attendance and departure on the attendance sheets at the registration desk.
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
Agenda at a Glance
Tax Strategies for High-Net-Worth Entrepreneurs & Investors
Day 1 - Monday, July 20th
8:00 – 9:00: Continental Breakfast
9:00 – 9:30 AM: Tom Wheelwright Welcome and Introduction
9:30 – 11:00 AM: Ken Kies (Keynote): Treasury Tax Policy Priorities
11:15 – 12:00 PM: Tom Wheelwright Entity Structure Overview – S/C corp matrix
12:00 – 1:00 PM: Lunch
1:00 – 2:00 PM: Doug Lodmell with Ted Helms: Asset Protection
2:00 – 3:00 PM: Tom Wheelwright & Franchisees: Section 1202 planning
3:15 – 4:15 PM: Kary Oberbrunner: Intellectual Property
4:15 – 5:00 PM: Sponsors: Tax-Effective Investing
- Panel: Adrian Lufschanowski / John Engel /Kim Lochridge
5:30 – 7:00 PM: Welcome Reception
Day 2 - Tuesday, July 21th
7:00 – 8:00 AM: Tom Wheelwright: BONUS SESSION WealthAbility® Roadmap
8:00 – 9:00 AM: Continental Breakfast
9:00 – 9:30 AM: Tom Wheelwright: Review
9:30 – 11:00 AM: Danny Werfel: How the IRS Could Use AI / Technology to Target Audits & Conduct Audits
11:15 – 12:15 PM: Andrew Howell: Fundamentals of Trusts and Estates
12:15PM – 1:15 PM: Lunch
1:15 – 2:15 PM: Andrew Howell: Estate Planning with IDGTs and BDITS
2:15– 3:00 PM: Louanne Gagnon: Communicating Tax Planning to Clients
3:15 – 4:15 PM: Kim Butler: Potential Pitfalls of Adding Financial Planning to your Practice
4:15 – 5:00 PM: Sponsors Panel
Day 3 - Wednesday, July 22nd
7:00 – 8:00 AM: Tom Wheelwright: BONUS SESSION Franchise with Kris Neib (FEP)
8:00 – 9:00 AM: Continental Breakfast
9:00 – 9:30 AM: Tom Wheelwright: Welcome & Review
9:30 – 10:30 AM: Tom Wheelwright & Franchisees: PIGS & PALS
10:45 – 11:45 PM: Karen Manahan and Raymond Tan: Case Study using BDITs
11:45 – 12:00 PM: Tom Wheelwright: Closing
Featured Speakers
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 and The Win-Win Wealth Strategy. He is also 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.
Kim Butler
Author and President of Prosperity Thinkers
Adrian Lufschanowski
Kim Lochridge
Entrepreneur and Industry Leader in Specialty Tax Services
Doug Lodmell, JD, LLM
CEO Attorney, Trust Expert, Asset Protection Specialist
Louanne Gagnon
Industry Expert, Leading Tax & Wealth Strategist, & Firm Owner
Patrick Donohoe, IAR, AIF®, RFC®
Founder & CEO of Paradigm Life, Author, Wealth Strategist
John Engel
Leader in Oil & Gas General Partnerships & Joint Ventures
Karen Manahan, CPA
Partner at Wheelwright Manahan Family Office
Ted Heims
Paralegal at Wheelwright Manahan Family Office
Kris Nieb
President at Franchise Evolution Partners
Kary Oberbrunner
CEO of Instant IP and Igniting Souls. Wall Street Journal and USA Today bestselling author of 14 books.
Andrew Howell
Co-Founding and Managing Partner of the Salt Lake City law firm, York Howell.
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.
Sponsors & Valued Partners
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.
