ANNUAL TAX STRATEGY CONFERENCE

November 9th to 11th, 2023

Hyatt House Tempe

Tempe, AZ

Registration closed

Most Advanced Technical Tax Training for

Accountants, CPAs & Financial Professionals

Days of Learning, Networking, and Having Fun!

Expert Led Technical Training & Breakout Sessions

Hours of CPE Credits

Event to Change Your Life

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Early Bird is SOLD OUT! General Admission Tickets are going fast.
Register Now!

Why Attend?

We're living through a Technical Tax Transformation and this conference will help you Navigate the New Frontier!

 

Rapidly changing regulations and technology are impacting the Accounting, Tax, and Wealth Advisory industries. This conference will provide valuable insights into recent industry trends and provide advanced technical strategies to keep you and your clients on top!

 

Participants will gain facts and knowledge in the following areas:

  • Learning new laws, rules & regulations impacting Accounting, Tax and Wealth Advisory
  • Get updates on credits, rules and new reporting requirements
  • Applying productivity tools & learning the latest technologies
  • Building practical business solutions to earn more with less work
  • Understanding the nexus of new AI & blockchain technologies on firm growth
  • Implementing technical and practical insights will help CPA Firm owners get ahead of the curve

The WealthAbility® Tax Conference is the right one!

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

Registration closed

Featured Speakers

Tom Wheelwright®, CPA

CEO of WealthAbility® & Best Selling Author of Tax-Free Wealth

—

Topic: Scam Update – IRS Dirty Dozen & What You Should Know

Kirk Phillips, CPA, CMA

Author & Managing Director of Global Crypto Advisors

—

Topic: Updates on Crypto Taxation

Louanne Gagnon, CPA

Industry Expert, Leading Tax & Wealth Strategist, & Firm Owner

—

Topic: Administrative Adjustments & Partnership Tax Returns

Ryan Husk

Leader in Partnerships, Business Development & AI Business Strategy

—

Topic: Using Artificial Intelligence (AI) in Tax Practice

Alex Tapscott

Entrepreneur, Business Author, and Capital Markets Professional

—

Topic: AI, ChatGPT, Web 3.0

Kim Lochridge

Entrepreneur and Industry Leader in Specialty Tax Services

—

Topic: P&D Expenses vs 162 expenses

Tom Burns, MD

Retired Orthopedic Surgeon & RNB Capital Partners Co-Founder

—

Topic: Updates on United States Real Estate Investment

Doug Lodmell, JD, LLM

Attorney, Trusts Expert, Asset Protection Specialist

—

Topic: Corporate Transparency Act & Important Court Cases

Chasity Hooks, CPA

Entrepreneur & Leader in Wealth Building through Tax Reduction

—

Topic: Loss Limitations Waterfall

John Engel

Leader in Oil & Gas General Partnerships & Joint Ventures

—

Topic: Energy Tax Benefits – Solar and Oil

Tim A. Tarter, Esq.

Former IRS Senior Attorney, Expert in IRS Audit Defense

—

Topic: Conservation Easements, Captive Insurance, & IRS Updates

Steve Pointer

Top Innovator & Educator in Alternative Investment Strategies

—

Topic: Opportunity Zones

Plus, many additional industry leading speakers & subject matter experts!

Registration closed

Agenda at a Glance

Networking Reception - November 8th

5:00 – 6:30 PM – Rooftop Networking Reception Opens

  • Networking
  • Music
  • Drinks & Appetizers
  • Book Signing
  • FUN!
Day 1 - November 9th

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 - November 10th

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 - November 11th

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

Ticket Packages

General Admission Package

Great Value & Bonus 3 CPE!
$997
  • 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 3 CPE Online Class
Registration closed

Ask About Special WealthAbility® Member Discounts

Arrive Early &

Join Us For Our Kickoff Networking Reception

Wednesday, November 8, 2023 5:00 to 6:30 PM

Secure your tickets now and be one of the first to see this year’s exciting venue! Mingle with other entrepreneurial minded CPAs that are at the forefront of revolutionizing our industry. Expect dynamic conversation, drinks, and appetizers while you help us kick off the most exciting and interactive CPA training you’ve ever experienced!

Registration closed

Arrive Early &

Join Us For Our Kickoff Networking Reception

Wednesday, November 8, 2023 5:00 to 6:30 PM

Secure your tickets now and be one of the first to see this year’s exciting venue! Mingle with other entrepreneurial minded CPAs that are at the forefront of revolutionizing our industry. Expect dynamic conversation, drinks, and appetizers while you help us kick off the most exciting and interactive CPA training you’ve ever experienced!

Join Us

Instant Answers

Can I earn CPE credit?

Absolutely! The event is eligible for 20 CPE credits where states allow. (It’s not available in AR, GU, HI, IA, IL, NY, PA, PR, TX)  

Where will the event be held?

The conference will be held at the Hyatt Place hotel located in Tempe, Arizona. We look forward to seeing you there!

The Hyatt Place Tempe
601 E. 6th Street
Tempe, AZ 85281
Ph: 480-207-1578

What is the schedule?

Day 1: Thursday, November 9, 2023, 8:00 a.m. – 5:00 p.m. MST
Day 2: Friday, November 10, 2023, 8:00 a.m. – 5:00 p.m. MST
Day 3: Saturday, November 11, 2023, 8:00 a.m. – 12:00 p.m. MST

Can serious education be fun?

Yes! Tom never got the memo that says CPE courses need to be delivered in a monotone voice or be bundled with an afternoon nap. We’re covering serious, life-altering information AND we’re having a blast while we do it.

I'm having a hard time justifying the time away from work. Will it be worth it?

Yes. We all know it can be difficult to pull yourself away from work to spend money on outside education. However, unless you stay on top of what’s happening in the industry and the market, you cannot lead your team and provide your clients with the best guidance. This 3-day commitment will enable you to make important breakthroughs in your business. It is a must-attend event.

Can I bring a guest?

Yes! As long as your guest is the owner of a firm or a CPA/financial professional from a different firm than your own.

Can I come if I'm not a CPA?

Absolutely! As long as you’re a tax professional or you own an accounting practice (or want to someday), you will fit right in.  

I am a member of the WealthAbility® Network. Do I get any special benefits?

Yes! WealthAbility® Network members have first access and preferred pricing for all of our events. If you’re not yet a member and are interested in learning more, click here to schedule a call to learn more about membership options.  

Sponsors & Valued Partners

My Passion for Better Clients, a Better Practice

and a Better Life

For more than 40 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 WealthAbility® Network, 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!

Registration closed

Why Professionals Love WealthAbility

We’ve been getting great clients. It has helped shift my practice to be more forward looking.

Rudy

Network Firm Owner

WealthAbility®  has paid for itself many times over. Excited to be part of the network!

TD

Network Firm Owner

I really wanted to be a part of something more proactive to help the client.

Jeremy

Network Firm Owner

WealthAbility®  clients want the advice, and they want to follow the advice. I’m loving it.

Brian

Network Firm Owner

Not Ready Yet?

Learn more. Book a free call to discuss your CPA or Financial Planning Firm!

Book a Call

Copyright © 2023 WealthAbility, LLC | Learn more about our Terms of Use

DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

 

CREDIT: CASHFLOW Quadrant was created by Robert Kiyosaki. To learn more about the power of CASHFLOW Quadrant, go to www.richdad.com. Used with permission of CASHFLOW Technologies, Inc. All rights reserved. This grant of permission is not an endorsement of Mr. Wheelwright, WealthAbility®, LLC or the content of this course.