CPA Team Based Model


Elite Tax Planning Academy
November 2 & 3,  2017 Orlando, FL Registration

Elite Tax Planning Academy
The Elite Tax Planning Academy is a 2 day event (16 CPE credits) that brings together some of the most forward-thinking professionals in the industry to teach tax practitioners and financial advisors how to work with a team of specialists to offer more proactive and comprehensive services to their clients. Each presenter is a specialist in their respective sections of the tax code. Over the 2-days, advisors and CPAs will learn about advanced planning techniques as well as cutting-edge business building skills.

Technical Learning Objectives Include:
• Tax Law Updates
• Industry Changes
• Qualified Retirement Plans
• Nonqualified Retirement Plans
• Social Security Planning
• Annuities
• Captive Insurance Companies
• Cost Segregation
• Business Valuation
• Long Term Care
• Business Exit Planning

Business Building Learning Objectives Include:
• Strategic Planning for Firm Growth
• Value Based Billing and Price Packaging
• Proactive Planning Conversations
• Technology Integration and Cloud Accounting
• Maximizing Joint Venture Partnerships

"I love what you guys are doing. Keep up the great work!"
–Ronald Baker, Author of six best-selling
books, including Measure What Matters to Customers
and Firm of the Future

“You’ve hit the nail on the head! This is a great opportunity for CPAs and I look forward to working with you.”
–Salim Omar, Author of The Ultimate CPA Practice
in the New Economy

*Note: This event is not open to the public. Attendees must be a Team Based Model Consultant (TBMC), or tax professional working with a TBMC.

Institute Details and Travel Information

November 2 & 3, 2017
Location: Orlando Airport Marriott Lakeside, 7499 Augusta National Dr. Orlando, FL, 407.851.9000. 

Room block is available using this link: click here.

***Attendees are responsible for their own hotel and travel arrangements***

Dress Code: Business Casual

Continental Breakfast and Lunch: Breakfast and lunch will be provided by Elite Resource Team. If you have any special dietary needs please let us know.

Academy Registration

Complete the “Registration Form” below.


If you Register for the Elite Tax Planning Academy and DO NOT ATTEND you (or your host if you are a guest) will be charged $150 to cover your food and program material costs. 

In a recent survey by the Sleeter Group, 72% of small business owners have changed their CPA because they only gave them “reactive services” instead of “proactive advice.” Attend the Elite Tax Planning Academy to make sure your clients don’t add to that statistic!

Questions regarding Elite Tax Planning Academy: or call 888.626.9672.