Tax Strategies on Steroids

For years, you’ve asked us for comprehensive training on the tax strategies
we present in our software, discuss in our webinars, and promote in our
marketing resources. Now, we’ve finally done it!

You’re invited¬†to join us on the ground floor
for a 2  1/2 day seminar like no other.



The conference has sold out. Email us at
to join the waitlist for the next event.

Tax planning strategies fall into four broad categories: timing strategies, income shifting strategies, code-based strategies, and product strategies.

If you’re like most CPAs and EA’s you know a lot about the first three. But most of you have no formal training on the 4th: financial products.

Ed Lyon, Chief Tax Strategist, has already created hours of training to give you the most comprehensive tax planning training available.

This is the inaugural seminar where you’ll be introduced to our new Certified Tax Master program. 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.

When: May 22-24, 2017

Where: Hilton DFW Lakes Executive Conference Center, Grapevine, TX

Cost: $999

To join the waitlist for the next conference, email us at

The Countdown Begins!


If you're still unsure, watch this...


The conference is sold out!