RE-WATCH THE RECORDINGS NOW!
The tax strategies shared in these timely sessions are even MORE relevant now...
Learn from amazing companies like these
Become Tax Efficient
By 2022, tax increases will cause many to lose as much as 15% of their wealth.
Join us and learn how to protect your future...
Topic Highlights
CPAs, cryptocurrency experts, former IRS agents, real estate investment strategists, tax attorneys and others will share their proven tax planning strategies.
-
Garrett Watson Senior Policy Analyst, The Tax Foundation
Welcome to The Tax Plan Summit - Understanding Biden’s and Democrats’ Tax Plans: Individual & Pass-through Business Taxes
-
Michael Gregory Michael Gregory Consulting, LLC, Michael Gregory Consulting, LLC
How does the 2022 IRS Tax Plan impact your business' valuation?
-
Carlotta Thompson Tax Strategist & Financial Coach, Carlotta Thompson & Associates
How to Pay Zero Tax Without Going to Jail
-
What does The Tax Plan mean for commercial real estate?
-
Pat Larsen CEO, ZenLedger
Crypto- Investing and Tax Planning
-
Margo McDonnell President and CEO, 1031 CORP.
1031 Exchanges and the Impact of Proposed Changes on Business Owners
-
Robert Allen Managing Partner, Acme Advisors & Brokers
How To Determine Your "Freedom Point": Knowing When to Sell A Business
-
Shauna A. Wekherlien, CPA CPA, MTax, CTC, CTS, "Tax Goddess", Tax Goddess Business Services
10 Ways to Save $10K
About the Tax Planning Summit
The Tax Plan Summit is here to help Business Owners and Professional Service Companies better prepare for upcoming 2022 tax code changes.
Check out the TOPICs
Industry Experts
Become Tax Efficient. Learn actionable insights from tax planning experts.
