Tax advisory conference.
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Two Days. Every Session Mapped Out.
No recycled PowerPoint. No theoretical fluff. Just the topics that actually move your practice forward, taught by the advisors and specialists who implement them every day.
Two Days Inside Caesars Palace
August 25–26, 2026 · Las Vegas, Nevada
AI Is the Future of Tax Advisory
Marketing That Attracts High-Value Advisory Clients
Daniel Tapia
The Live Reveal — AI-Powered Tax Advisory in Action
George Niño
The $1 Billion Shift: From Assessment to Annual Advisory Client
David A. Perez
Evening Gala — Maverick Awards Ceremony
Not another conference dinner. Connect with the speakers, strategy providers, and industry leaders shaping the future of tax advisory. Some of the most valuable opportunities won't happen on stage — they'll happen in this room.
The Pumpkin Plan
Choose Your Track
David A. Perez
Mike Michalowicz
Choose the Sessions Most Relevant to Your Clients
Learn the strategies directly from the specialists who implement them every day.
Raul Gomez
Chris Ostler · Veritax
Raul Gomez
Todd Lofgren
Q3 Activation: Plant Now, Close Strong in Q4
David A. Perez
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In the interest of full disclosure, at the end of the training, I will be offering an opportunity to work directly with me to help you implement the strategies discussed. This is completely optional. While my assistance may shorten your learning curve and improve your results, it is by no means necessary for you to begin implementing what you learn in the training on your own right away.
DISCLAIMER: Your level of success in attaining the results you desire depends on many factors, including (but not limited to) the time you devote to the strategies discussed, your background, experience, and work ethic. The average person who follows any “how to” information gets little to no results. All business entails risk and requires substantial and consistent effort. If you're not willing to accept that, this training is not for you.
Tax Advisory Conference is an educational event for tax professionals. Results mentioned are not typical and depend on individual effort, experience, and market conditions. IRS CE credits are subject to session completion requirements.
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