Make the most of your membership!

Attend a TaxCoach event and learn from experts and peers.



Masterminding Retreat – October 26-27

Join the most experienced practice owners to work on your business. Participate and listen as others share their successes, failures, and best practices. You’ll leave the meeting super-charged and ready to take your practice to the next level. Spaces are limited.

Where: University Club, Cincinnati, OH
Cost: FREE for All-Stars and Senior- and Principal-Level Certified Tax Masters
Conference Closed


CTM Tax Strategy Conference – November 15-17

Ed Lyon, Chief Tax Strategist, has created hours of training to give you the most comprehensive tax planning training available. Whether you’re interested in adding financial services to your business or just want an in-depth training on proactive tax planning strategies, this is the seminar for you.

Where: Marriott RiverCenter, Covington, KY (just across the river from downtown Cincinnati)
Cost: $1,249

Registration for the Fall 2017 CTM Tax Strategy Conference now open! Register here.

Have questions about the conference? Email us at or call us at 513.321.2820 to learn more!


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