TWO Full Days, ONE Epic Event — October 23-24, 2024, in Nashville
TWO Full Days, ONE Epic Event — October 23-24, 2024, in Nashville
Gain exclusive insights, hands-on training, and a custom Q4 action plan to dominate the market.
Join us in Nashville, TN, for an immersive two-day event that will transform your tax advisory practice. Learn directly from David A. Perez and a handpicked team of the industry's top experts.
This year’s summit is all about taking your practice to the next level. David has brought together powerhouse leaders in tax strategy, business growth, and client engagement to deliver the tools and insights you need to crush Q4 and beyond.
Get ready to up your game, implement proven strategies, and unlock new levels of success.
and Senior Coach at
Tax Plan Expert Advisors
Start with high-impact sessions on the most powerful marketing strategies and secrets. Then, get hands-on with paid ads, master content creation strategies, and learn how to host virtual events that captivate and convert.
This is your chance to build marketing campaigns that don’t just reach your audience—they move them to action.
Day Two:
9:00 a.m. - 5:00 p.m. CST
Significantly Expand Your Tax Strategy Game
Take your practice to an ELITE level with advanced tax strategies designed for Q4 dominance. Dive into structured ownership programs, innovative equipment leasing strategies, and powerful charitable financing options. Plus, discover the latest real estate investment opportunities.
Get ready to gain insights from industry experts and leave armed with actionable plans to revolutionize your advisory practice.
After The Elite Tax Advisors Summit, you WILL be the person those clients are looking for. But how do you connect with these high-value clients and get your message to resonate?
We’ll show you exactly how you can become the HERO these high-value clients deserve.
You'll leave with a solid plan to make $250,000 this quarter by delivering unmatched value to your clients. We’ll teach you how to leverage AI to easily supercharge your marketing, attract clients who recognize your worth, and ensure you’re paid what you deserve—all with the latest, cutting-edge strategies.
Learn from Experts Who Know How to Use AI to Grow Their Business
Learn from Experts Who Know How to Use AI to Grow Their Business
Today, I coach tax advisors to elevate their practices, attract high-value clients, and deliver life-changing results. My approach is simple: give you the tools, strategies, and confidence to turn your expertise into a thriving, high-revenue advisory service.
I’ve seen too many tax pros stuck in the grind, working hard but not seeing the financial rewards they deserve. That’s where I come in.
Whether it’s mastering advanced tax strategies, developing a steady stream of high-value clients, or getting paid what you’re worth, I’m here to guide you every step of the way. I’ve helped hundreds of advisors transition from being just another tax preparer to becoming a trusted advisor who makes a real impact on their client’s financial futures. Let’s make that happen for you.
Dial (956) 275-8491
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