ANNUAL TAX STRATEGY CONFERENCE
November 9th to 11th, 2023
Hyatt House Tempe
Tempe, AZ
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
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Hurry, Time is Running Out on Early Bird Pricing!
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
Featured Speakers
Tom Wheelwright®, CPA
CEO of WealthAbility® & Best Selling Author of Tax-Free Wealth
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Topic: Scam Update – IRS Dirty Dozen & What You Should Know
Kirk Phillips, CPA, CMA
Author & Managing Director of Global Crypto Advisors
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Topic: Updates on Crypto Taxation
Innovative CPA
Industry Expert, Leading Tax & Wealth Strategist, & Firm Owner
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Topic: Administrative Adjustments & Partnership Tax Returns
Ryan Husk
Leader in Partnerships, Business Development & AI Business Strategy
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Topic: Using Artificial Intelligence (AI) in Tax Practice
Next-Level CPA
Tax & Wealth Strategist, Trusted Advisor, Firm Partner
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Topic: PTE Elections – Planning, Pitfalls, and Opportunities
Leading Tax Attorney
National & International Tax Expert, Senior Partner, Author, & Podcaster
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Topic: R&D vs 162 Expenses – Calculating R&D Capital Costs
Tax Credit Genius
Attorney, CEO, Syndicator, Historic & New Market Tax Credit Expert
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Topic: Energy Tax Benefits & Strategies with Solar and Oil
Doug Lodmell, JD, LLM
Attorney, Trusts Expert, Asset Protection Specialist
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Topic: Corporate Transparency Act & Important Court Cases
Plus, many additional industry leading speakers & subject matter experts!
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
Early Bird Package
Limited Tickets. Register Today!- ONLY AVAILABLE UNTIL SEPTEMBER 30, 2023
- 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
General Package
Great Value & Bonus 3 CPE!- 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
Early Bird Package
Limited Tickets. Register Today!- ONLY AVAILABLE UNTIL SEPTEMBER 30, 2023
- 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
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!
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!
Instant Answers
Can I earn CPE credit?
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?
I'm having a hard time justifying the time away from work. Will it be worth it?
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?
I am a member of the WealthAbility® Network. Do I get any special benefits?
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!
Why Professionals Love WealthAbility
We’ve been getting great clients. It has helped shift my practice to be more forward looking.
WealthAbility® has paid for itself many times over. Excited to be part of the network!
I really wanted to be a part of something more proactive to help the client.
WealthAbility® clients want the advice, and they want to follow the advice. I’m loving it.
Not Ready Yet?
Learn more. Book a free call to discuss your CPA or Financial Planning Firm!
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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.
