Ready to Earn $250k (or more)

This Quarter?

Your Best Q4 Starts Here.

Reignite your drive and sharpen your focus

Ready to Earn $250k This Quarter?

Your Best Q4 Starts Here.

Reignite your drive and sharpen your focus

Elite Tax Advisor Summit

TWO Full Days, ONE Epic Event — October 23-24, 2024, in Nashville

Elite Tax Advisor Summit

TWO Full Days, ONE Epic Event — October 23-24, 2024, in Nashville

Join us and discover how to deliver real value to your clients, leverage AI in your marketing, and make the income you deserve.

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.

Take Your Practice to the ELITE Level.

Take Your Practice to the

ELITE Level.

Dominate your market with advanced tax strategies designed to elevate your practice to the elite level and leave your competition in the dust.

Network with industry power players and top professionals, forging connections that will unlock massive business opportunities and propel your growth.

Gain insider access to game-changing strategies and secrets from the best in the business, giving you an unbeatable edge over everyone else.

Reignite your drive, sharpen your focus, and discover powerful new ways to dominate your industry and CRUSH Q4.

Meet Our Speakers

Learn from these experts who consistently deliver real value to their clients and are experts at using AI to amplify their marketing. These game-changing tools are changing how tax professionals connect with clients—and you’ll learn exactly how to control this power for yourself.

David A. Perez

Tax Strategist, Best-Selling Author,

and Senior Coach at

Tax Plan Expert Advisors

Daniel Tapia

Head Coach at Tax Plan Expert Advisors

Raul Gomez

Senior Tax & Financial Advisor at
Tax Plan Expert

David A. Perez

Tax Strategist, Best-Selling Author,

and Senior Coach at

Tax Plan Expert Advisors

Daniel Tapia

Head Coach at Tax Plan Expert Advisors

Raul Gomez

Senior Tax & Financial Advisor at Tax Plan Experts

George Niño

Senior VP at Tax Maverick

Joseph Torres

Senior Wealth Preservation Director at Tax Plan Experts

Trey Thomae

Senior Tax Advisor at Tax Plan Experts

Justin Martinez

Tax Advisor at Tax Plan Experts

George Niño

Senior VP at Tax Maverick

Joseph Torres

Senior Wealth Preservation Director at

Tax Plan Experts

Trey Thomae

Senior Tax Advisor at

Tax Plan Experts

Justin Martinez

Tax Advisor at Tax Plan Experts

PLUS, Special Guest Speakers:

PLUS,

Special Guest Speakers:

Coach Micheal Burt

Best-Selling Author, Business Coach, and

the #1 Activator of Prey Drive

Stacey Barnes

Elite Executive Coach, expert in

building executive presence and client trust

Coach Micheal Burt

Best-Selling Author, Business Coach,

and the #1 Activator of Prey Drive

Stacey Barnes

Elite Executive Coach, expert in

building executive presence and client trust

Nashville, TN

October 23-24, 2024

The Greatness Factory

Immerse yourself in two action-packed days with the industry experts.

Elevate your tax advisory practice, master new strategies,

and connect with leaders who are shaping the future.

Your next level of success awaits — don't miss out!

Immerse yourself in two action-packed days with the industry experts.

Elevate your tax advisory practice, master new strategies, and connect with leaders who are shaping the future.

Your next level of success awaits — don't miss out!

Prepare for Q4 with Real-World Strategies That Work!

Prepare for Q4 with Real-World Strategies

That Work!

Day One:

9:00 a.m. - 5:00 p.m. CST

Kick Your Marketing into Overdrive

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.

Become the Go-To Expert

As a top-tier tax advisor, you know Q4 is a real game-changer. Clients are scrambling for ways to save, and they need an advisor who can deliver—someone who knows how to maximize value and keep them from making costly mistakes.

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

About Your Host:

I’ve spent over 15 years in the tax industry, but in 2020, I knew it was time for a change. I shifted my focus from traditional tax preparation to tax advisory, and that decision transformed my business—and my life. Within a year, I took my practice to over a million dollars in revenue. Now, It’s my mission to help other tax professionals do the same.

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.

What if marketing didn’t have to be so hard?

At The Elite Tax Advisors Summit, we’ll show you how to:

What if marketing didn’t have to be so hard?

At The Elite Tax Advisors Summit, we’ll show you how to:

Find clients who value your expertise and are ready

to pay for it.

Use effective tax strategies that make a significant impact for your clients.

Leverage AI tools to simplify your marketing and reach the right clients effortlessly.

Find clients who value your expertise

and are ready to pay for it.

Use effective tax strategies that make a significant impact for your clients.

Leverage AI tools to simplify your marketing and reach the

right clients effortlessly.

Communicate your value clearly so clients understand why they should invest in your services.

Charge what you’re worth by positioning yourself as the go-to expert in tax planning.

Communicate your value clearly so clients understand why they

should invest in your services.

Charge what you’re worth by positioning yourself as the go-to expert in tax planning.

Your future clients have until December 31st to make crucial changes that could save them thousands on their next tax return. They need YOU, but finding and connecting with these clients can be tough.

Sponsored by:

Join us in Nashville, TN, for an immersive two-day event designed

to raise your tax advisory practice to an ELITE LEVEL.

Limited Time Offer – Save $1,000

Ends Monday, September 30

WHAT YOU'LL GET:

Top 4 Tax Strategies for Q4 Success: Valued at $9,997

Tax Advisory Marketing Launch System: Valued at $12,997

Q4 Pricing & Packaging Power Tactics: Valued at $5,997

Complete AI-Powered Marketing & Strategy System: Valued at $3,997

TOTAL VALUE

$32,998

TODAY'S PRICE

$2,997

Get Your Tickets

NOW!

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