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
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.
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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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.
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.
Here’s what others are saying about
WealthAbility’s Professional Continuing Education
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
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
