Education

We have a wealth of education options for you to not only take your practice to the next level but help reach your goals and learn from the best in your industry.

National Tax Summit

The National Tax Summit is a tax conference that offers a unique blend of technical tax law and tax practice management training.

Attendees will have the opportunity to learn from industry experts with over a century of combined knowledge and experience.

The Summit provides Federal Tax CE credits, business management, and growth techniques, access to experts for questions, and industry-specific resources and vendors.

*Attendance at the event meets the eligibility requirements for our Breakthrough Coaching Program.

Summit At Sea

Join us on an unforgettable adventure at a unique event that combines the best of business and pleasure. You will enjoy exotic ports of call, incredible cuisine, and opportunities for rest and relaxation, all while driving deep into practice management topics that will take your business to the next level.

Our expert speakers and interactive workshops will provide valuable insights and strategies to help you grow and succeed in your tax practice. don’t miss this opportunity to learn, network, and unwind in a breathtakingly beautiful setting.

*Attendance at the event meets the eligibility requirements for our Breakthrough Coaching Program.

Power Up Bootcamp

Practice Management Power-up Bootcamp is a one-day intensive designed to help tax professionals unlock the full potential of their practice. Led by top industry experts, attendees will learn proven strategies and tactics to streamline operations, increase profitability, and enhance client relationships.

From marketing and sales to team building and technology, this bootcamp covers everything you need to take your practice to the next level. Join us for an interactive and engaging experience that will power-up your practice and drive success.

*Attendance at the event meets the eligibility requirements for our Breakthrough Coaching Program.

Quantum Leap Business Intensive

This is a comprehensive program that takes a deep dive into your business, mapping out goals and establishing policies, rules of conduct, and company principles and values.

In this transformative intensive experience practice management expert, Demi Woodson will spend 2-3 days on-site working with you and your team to challenge the organization and bring issues to the surface.

Together we will create solutions to challenges to take your tax practice to the next level.

*Attendance at the event meets the eligibility requirements for our Breakthrough Coaching Program.

Tax Practice Master Class

Our Practice Management Master Class is a comprehensive program designed for tax professionals who want to take their practice to the next level.

In this class, we cover all the important topics needed to build, grow, and scale a successful tax practice. From marketing and client acquisition to team management and technology, we teach you everything you need to know to run a successful and profitable practice.

Join us for this live virtual event and gain the knowledge and tools you need to transform your practice and achieve success.

*Attendance at the event meets the eligibility requirements for our Breakthrough Coaching Program.

Live & On-Demand Webinars

Our live and on-demand webinars provide convenient and flexible opportunities to learn about the latest developments in tax law and practice management.

These webinars are led by top tax professionals and business experts, offering valuable insights and practical advice for tax professionals of all levels. Whether you are looking to enhance your technical knowledge or sharpen your business skills, our webinars are designed to meet your needs.

With on-demand options available, you can lean at your own pace and on your own schedule. Don’t miss out on these opportunities to stay ahead of the game and take your career to the next level.

Check back frequently as we add even more educational options to help your business grow. Your success is important to us and we pride ourselves in the content we bring forth for you to succeed.