FIRST20 is almost gone: Only 4 of 20 codes remain. Use code "FIRST20" for $1,000 OFF.

FIRST20 is almost gone: Only 4 of 20 codes remain. Use code "FIRST20" for $1,000 OFF.

FIRST20 is almost gone: Only 4 of 20 codes remain. Use code "FIRST20" for $1,000 OFF.

FIRST20 is almost gone: Only 4 of 20 codes remain. Use code "FIRST20" for $1,000 OFF.

The Tax Industry Is

Changing Faster Than Ever.

Will you leverage AI to become more valuable... or compete against it?

Join us in Las Vegas for the #1 tactical tax advisory conference in the U.S…

…and get the elite strategies, vetted providers, pricing models, & advisory systems you need before Q4 starts closing in.

August 25-26, 2026 · Caesars Palace · Las Vegas

The Old Way Is Dying.

For years, tax professionals have built successful firms around a predictable cycle of compliance — returns, forms, filings, and deadlines.

But let's be candid about where the profession is heading. Clients are demanding far more value, and artificial intelligence is fundamentally changing how tax work gets done.

Most professionals already know advisory is the future. Yet they stay paralyzed by the exact same fears:

"What if I don't know enough?"

"What if I miss something or recommend the wrong strategy?"

"What if I can't explain it to my client?"

The result? They stay stuck in the same compliance trap. Meanwhile, forward-thinking advisors are building highly profitable advisory practices by uncovering hidden opportunities their clients never knew existed.

Use coupon code "FIRST20" for $1,000 off.

The Myth Of The "Know-It-All" Advisor

For decades, the industry believed that advisors needed to memorize every tax code section and every possible strategy.

That world is changing. The future advisor doesn't win by knowing everything. They win by identifying the right strategy for the right client.

The goal of AI isn't to replace you. The goal is to make you more valuable than ever before.

At the Tax Advisory Conference, you will discover how AI can help you:

  • Analyze client situations and match clients to strategies.

  • Identify tax-saving opportunities and generate assessments.

  • Create presentations and build implementation plans.

  • Improve efficiency and dramatically increase your confidence.

The Full Agenda

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.

The Venue

Two Days Inside Caesars Palace

August 25–26, 2026 · Las Vegas, Nevada

Day 1
Tuesday · August 25
Leading With AI

The Future of Tax Advisory Starts With AI

Why leading with AI is today's single greatest competitive advantage, and how to build your marketing, sales, and assessment process around it.

David A. Perez
Opening Keynote

AI Is the Future of Tax Advisory

David A. Perez

Marketing That Attracts High-Value Advisory Clients

Daniel Tapia Daniel Tapia

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.

Day 2
Wednesday · August 26
Advanced Strategies

Advanced Strategies & Q4 Growth Planning

Exclusive advanced strategies from the best providers in the country, plus a clear Q3 action plan to close your strongest Q4 ever.

Mike Michalowicz
Special Guest Keynote

The Pumpkin Plan

Mike Michalowicz · Author of Profit First

Then It Gets Exclusive.

Two more days reserved for the Mavericks. By invitation only.

Day 3 · By Invitation

Mavericks Day

Thursday, August 27 · TAAP Members Only

This day is not for everyone. It is only for the Mavericks ready to go deeper — a private, intimate experience built for serious implementation, direct access to the leadership team, and exclusive connection.

Day 4 · By Invitation

Field Trip Day

Friday, August 28 · TAAP Members Only

An exclusive off-site experience for Maverick members, including the Box House open-house tour, outdoor activities, and the kind of behind-the-scenes access you cannot buy a ticket to.

Use coupon code "FIRST20" for $1,000 off.

The Billion-Dollar Brain Trust

Learn From The Experts Actually Doing The Work

Don't Just Take Our Word For It. Look At The Tape.

See how real tax professionals are escaping the compliance trap and building highly profitable, AI-driven advisory firms.

– Rachid

– Grace

- Lyshaan

- Miguel

- Pam

- Maribel

– Sanjay

– Tammy

From Burned Out to Advisory Powerhouse

"Before, we were drowning in 1040s and competing on price. After implementing the exact AI and advisory frameworks taught at this event, we transformed our A-to-B. We dropped our bottom 20% of headache clients, increased our average client value by 3X, and we are finally doing the high-level strategy we love."

The AI Implementation Shift

"I was terrified of AI replacing me. Now, it's my secret weapon. Using the tech and strategies from this brain trust, I'm identifying tax savings in minutes that used to take days of research. My clients think I'm a genius, and my firm's revenue proves it."

Use coupon code "FIRST20" for $1,000 off.

warning

This Room Is NOT For Everyone.

Let's be incredibly clear. We only want a specific caliber of professional at this event.

Do Not Buy A Ticket If:

  • You are a beginner who just started a tax practice and doesn't have a baseline of clients.

  • You are a taxpayer just looking for a quick, cheap tax strategy for yourself.

  • You are content being a 'historian,' grinding out low-margin 1040s and racing to the bottom on price.

This Event Is Strictly For:

  • Serious, forward-thinking tax firm owners and professionals.

  • Advisors who want to see real, high-level tax strategies executed in action.

  • Professionals who refuse to be left behind and are ready to leverage AI to dominate their market.

II

$250,000

Strategist

The Real Value Isn't On Stage. It's In The Room.

You fly to Las Vegas for access. Surrounded by CPAs, EAs, Firm Owners, and Tech Innovators. The relationships you build here may become the most valuable assets in your business.

Some of the most valuable opportunities won't happen on stage, they will happen in the room. The future belongs to those who combine strategy with relationships.

Will you be in the room?

Use coupon code "FIRST20" for $1,000 off.

Get These 3 Action-Taking Bonuses

Bonus #1

Pre-Event 'Hit The Ground Running' Masterclass

An exclusive virtual training that locks in your foundational knowledge before you even pack your bags, so you're ready to absorb high-level strategy the moment you step foot in Caesars Palace.

Bonus #2

The Tax Strategy Playbook

The exact blueprints for the 5 most successful, high-impact tax strategies you can legally use right now to generate immediate ROI for your clients.

Bonus #3

The Event Implementation Workbook

Our structured implementation workbook so you leave Vegas with a step-by-step, customized execution plan for your firm, not chaotic notes on hotel napkins.

THE "STAY UNTIL THE END OF DAY 1" BOLD GUARANTEE

We know asking you to fly to Vegas and invest your hard-earned money is a big decision. So we are taking 100% of the risk off your shoulders.

Secure your Early Bird ticket. Show up to Caesars Palace. Sit through every single session on Day 1. If by 5:00 PM on the first day, you don't feel like the AI frameworks and tax strategies you've learned are worth at least 10X your ticket price, simply find our staff. Hand in your workbook, and we will refund your $997 ticket on the spot.

No questions asked. You have absolutely nothing to lose.

Secure Your Seat Today

Become The Advisor Your Clients Need

You'll leave knowing exactly what to do next. Not confused. Not overwhelmed. You'll leave ready to provide greater value and become the advisor your clients need.

WE'RE ALMOST FULL

To keep every session focused, interactive, and high-impact, attendance is intentionally limited. Secure your spot before registration closes.

AI-POWERED TAX ADVISORY CONFERENCE

August 25-26, 2026 · Caesars Palace · Las Vegas, Nevada

Regular price: $1,997

exclusive "first20" offer: $997

Get $1,000 OFF your registration while codes remain.

Use coupon code "FIRST20" for $1,000 off.

$500 Off—Special Event Pricing Ends June 29 @ 9AM CST

Think about it: What is the lifetime value of just ONE new high-net-worth advisory client?

If you implement just ONE advanced strategy from Raul, or close just ONE

premium client using Daniel's marketing frameworks, this $997 ticket pays for itself

5X to 10X over. You aren't paying for a ticket, you're buying a highly profitable asset for your firm.

Questions answered

Frequently

Asked

Questions

Frequently Asked Questions

We have answers. If you don't find yours, email [email protected].

I am swamped right now. I just don't have the time to fly to an event.

If you are too busy grinding in your business to step back and work on your business, you are exactly who needs to be here. The AI systems and advisory models we teach are designed to buy your time back. If you don't make the time now to adapt, the firms leveraging AI will make you obsolete in three years.

I am not a tech person. I'm not good with AI. Will this go over my head?

Absolutely not. The beauty of modern AI is that it does the heavy lifting for you. You don't need to be a coder or a tech wizard. We are going to show you exact, plug-and-play frameworks. If you can type an email, you can use the AI tools we are going to teach you.

Are the advanced strategies you teach legal and ethical?

100%. We do not operate in gray areas. Every strategy taught by Raul Gomez and our panel of experts is deeply rooted in the current tax code. We are teaching you how to proactively apply the law to your clients' massive advantage, bulletproofing your firm while generating massive tax savings.

Who is this event for?

Tax firm owners, CPAs, enrolled agents, and accounting professionals who are ready to stop competing on price and start building a premium advisory practice. You should have at least one active client you can bring to the Opportunity Map.

Is this just a software pitch?

No. Tax Maverick tools are part of the event, but this is a business growth event. Not a product demo. The focus is on your pricing, your clients, and your revenue.

What counts as a documented opportunity?

A real client situation tied to a real plan, documented before you leave the room.

Are CE credits available?

CE-accredited sessions may be available for Tax Advisory Conference 2026. More details will be shared with registered attendees as they are confirmed.

Is there a no-laptop rule?

During keynotes and main sessions, we encourage presence over note-taking. You will have the Maverick Flight Plan workbook for all exercises. Laptops are welcome during Deal Desk and breakout sessions.

What is the dress code?

Business casual for sessions. The Caesars After Dark Reception is elevated casual, dress to impress.

Is there a virtual option?

No. The Deal Desk, the networking, the Las Vegas experience, none of it works on Zoom. This is an in-person event only.

Where is Tax Advisory Conference being held?

Tax Advisory Conference 2026 will be held at Caesars Palace in Las Vegas, Nevada (3570 S Las Vegas Blvd, Paradise, NV 89109).

We recommend staying on-site at Caesars Palace so you're just steps from every session and networking event. Book your room directly with Caesars Palace. Availability fills up fast for August in Vegas, so reserve early.

Can I bring a team member or partner?

Absolutely. Each attendee needs their own ticket. For multiple team members, email [email protected] for group pricing options.

What if I can't attend after purchasing?

Tickets are transferable to another qualified tax professional. If you need to cancel, please review our Refund and Attendance Policy for full details on cancellation tiers, ticket transfers, and event credits.

When will I get access to the Tax Maverick Events App?

The Tax Maverick Events App is launching in July. Stay tuned for more details! Once it's live, you'll be able to use it to stay connected with the community, access event info, and more. We'll notify you as soon as it's available.

Can I refer others and earn as an affiliate?

Yes! We have an affiliate program you can join. After your purchase, you'll find details on how to sign up and start earning by sharing the event with your network.

What hotels do you recommend for the event?

We recommend staying at Caesars Palace or a nearby property on the Las Vegas Strip for easy access to the event. Please book directly with the hotel to secure your room. We suggest booking early as rooms fill up fast, and don't forget to arrange your flights!

tax advisory conference 2026

Caesars Palace · Las Vegas, NV

August 25-26, 2026

This site is not a part of the Facebook website or Facebook, Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

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.

© 2026 Tax Advisory Conference. All rights reserved