Tax Pro Profit Maximizer Expo (LIVE) - Dallas, TX

This is THE live Tax Resolution Academy® event you’ve been waiting for! This event is ALL about growing your practice and working on the business components of your practice, not just the 'nuts and bolts' of the work we do as tax professionals. It’s training to make you a better – and more profitable - business owner. Three days of fantastic training, specialized presentations, and great speakers to show you the EXACT steps to level up your tax practice to achieve the success you’ve always wanted. Not only will there be a LOT of deep dives into the marketing, sales strategies, and tactics you should be implementing, but we've also dedicated a LOT of time in the schedule to practice management and how to streamline poor-performing systems in any practice.

This is truly a unique opportunity to jump start YOUR success and get ready to start 2024 off right.

(See below for class descriptions/details) - All times are CT

Below are the courses that we will train and entertain you:

This live session is eligible for up to 24 hours of CPE (for CPAs only, IRS does not allow EA credit for marketing and practice management material)

D ay 1

6:30-9pm: Networking Reception (Hotel Lobby)

D ay 1

7:30a-8:00: Registration and Check-in; Continental Breakfast

8:00-9:50: Session

9:50-10:00: Break

10:00-11:50am: Session

11:50am-1pm: Box Lunch Break

1:00-2:50: Session

2:50-3:00: Break

3:00-4:50: Session

6:00-9:00: Special Event

D ay 2

7:30a-8:00: Continental Breakfast

8:00-9:50: Session

9:50-10:00: Break

10:00-11:50am: Session

11:50am-1pm: Box Lunch Break

1:00-2:50: Session

2:50-3:00: Break

3:00-4:50: Session

5:00-6:30: Dinner

6:30-8:00: Evening Laser Coaching Session (You don't want to miss this!)

D ay 3

8:30a-9:00: Continental Breakfast

9:00-10:50: Session

10:50-11:00: Break

11:00-11:50am: Session

11:50am-1pm: Box Lunch Break

1:00-2:50: Session

2:50-3:00: Break

3:00-3:50: Session

Below are a sample of some of the planned classes. Agenda order subject to change.

• Earning passive revenue for your tax practice
• Succession Planning (why you need this and why should you care!)
• Tips and Tricks to Buying a tax practice
• The hills and valleys of Selling a Tax Practice (mountains to climb and disasters to avoid)
• Creating Systems in your practice for efficiency, speed and growth
• Selling like a pro (creating a process, scripts and handling objections)
• Content Creation (why this is important and how easy it is to do)
• Email Marketing (do's and don'ts)
• Incorporating AI in your practice
• Using One-to-Many Selling to grow your practice
• Why a paper newsletter is an integral part of your marketing

All of these are subject to change

Tax professionals who are ready to actively grow their practices and who are focused on truly making a difference for their clients. This conference is ALL about creating GREAT RESULTS for clients while MAXIMIZING Profits for Tax Professionals. Take a moment to ask yourself:

“Am I tired of only making “enough” in my practice?” “Does my practice today reflect the practice I set out to build?” “Is there an easier way?” “What makes profitability so difficult?” “Am I really doing the work I want to do?” “Why am I not attracting the right clients?” ALL of those questions – and ones you didn’t even think about – are going to be addressed (and answered) when you join us for the Tax Resolution Academy® at the Tax Pro Profit Maximizer Expo on November 13, 14 and 15, 2024.

I am 100% certain the information and training you’ll receive during the three days of the Tax Pro Profit Maximizer Expo has the power to transform your business. At any time on the first day of the Expo, you don't think the Tax Pro Profit Maximizer Expo is worth every penny you've paid, let my team know, turn in your workbook and all the other materials you’ve received, as well as your name badge, and we’ll refund the price of your ticket.

There’s more to this, though, than simply my assurances here in cyberspace this event holds the power to transform your practice, so let me touch on that. Not only will I guarantee your investment, I promise you these two CRITICAL things:

The Tax Pro Profit Maximizer Expo is going to deliver INSTANT value through the tools and tactics my team, my guest speakers, and I will be sharing in those three days.

The content and opportunities this event is going to SUPERCHARGE your ability to build a more profitable, more stable, and more dynamic tax practice within the next year.

I can guarantee the cost of your investment in a ticket for the Tax Pro Profit Maximizer Expo, but only YOU can guarantee the cost of inaction.

• The Cost of trying to learn all this yourself – it’s a money pit and a tremendous amount of time. Time most tax professionals don’t have.What will that time cost you? Waiting to figure it out rather than investing a ticket that gives you the “secret code” of a highly profitable tax practice that doesn’t consume every waking hour.
• What is the cost of the stress you’re carrying today, worrying about the flow of money into and through your tax practice? What is the impact on your health from ALL the stress of working so hard and not having a highly profitable, highly scalable business model?
• What is the cost of spending 50, 60, or 70 hours each week “at work,” away from your family? Of not spending time with your kids? Of not knowing the very people you live with and love and which are the true reason you take on ALL this burden?
• How about the cost of living in scarcity and how awful that makes one feel day after day, hoping and waiting for tax season to refill the accounts?

Trust me, I’ve been where you are now as a tax professional, and I never dared to dream how the right tactics could transform my practice, open up my schedule, and give me back the freedom I deserved.

Right now? I need you to trust in my guarantee to you, but I need you to recognize how critical your own promise to yourself should be:

It’s time to grow.

It’s time to create new income streams in your practice.

It’s time to take massive action.

Regards,Dan

Please email [email protected] if you have any questions.

• Delivery Method: Group Live
• CPA CPE Hours: 22.0 in the Communications and Marketing
• EA/AFSP CE Hours: 0.0 in the Federal Tax Law subject area
• (EA/AFSP participants do not get Marketing/Sales/Practice Management credit per IRS rules)
• Prerequisite: Attendees should have basic understanding marketing and practice management principals
• Program Level: Basic
• Advance Preparation: None required.
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID 010661

Tax Pro Academy LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Manuals/Slides: Please note that seminar manuals will be provided electronically in PDF form a few days before the expo, rather than immediately upon registration. This is due to pending updates to the curriculum that we want to make sure are incorporated into these sessions for you.

Refunds & Cancellations: In the event of cancellation, attendees will be provided a full refund and notified as early as possible via email. If you are unable to attend, for any reason, you must notify us and request a refund at least 7 days prior to the start of the event. For more information regarding refund, complain, and program cancellation policies, please contact us via email at [email protected].

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and "41 Dangerous IRS Tax Red Flags" and tax columnist with Florida Today. With almost three decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes as well as IRS Collection and Exam cases.

For additional resources for growing a successful tax resolution firm, CPE classes, and information on the Certified Taxpayer Representative™ designation, visit https://TaxResolutionAcademy.com.

"I just finished attending the Tax Pro Profit Maximizer Expo 2023 conference with Tax Resolution Academy® and I've been a member for years and loved it. I have gone to a lot of events and this one has been really special. There were lots of people to collaborate with, get new ideas. It was great education, down to earth, and it didn't put me to sleep. It is always very entertaining. I'm definitely coming next year and the year after that and I would highly recommend it to everybody." - Jennifer Ginther, EA

"I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"I signed up for the Tax Resolution Academy - Fast Start Bootcamp with Dan Henn with very little expectation. Dan is a great speaker and kept my attention for 8 hours which is no small feat. The class is jam packed with practical information and workable ideas if you have interest in starting a tax resolution practice, as well as some great ideas on how to value your current services." - Alan W. Schoenbart CPA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA

"I have been in practice for many years and I had forgotten the practicality of charging clients a fair fee and having fewer clients to deal with and generate more revenue. As a small firm, I had forgotten those words of wisdom. In addition, I learned the up-to-date procedures relative to dealing with the collection process with the Internal Revenue Service. Really will help me moving forward, Dan Henn is really an excellent presenter and extremely knowledgeable on the subject matter." - Aubrey Bourgeois, CPA

For formation about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.

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