Master The Elite Model

Jumpstart Your 4th Quarter Tax Planning

Thursday, October 8th
9am - 12pm PST | 12pm - 3pm EST

Get a clear plan for identifying, presenting, and implementing tax planning opportunities before 2026 ends. Leverage our turn-key VFO Tax Planning Process & team to bring high-value planning opportunities to your clients to position your firm to capture five- and six-figure tax planning fees.

Live Virtual Event
Register Below

There Are Less Than 90 Days Left in 2026 

And for many of your clients, some of the best tax planning opportunities still have to be identified, discussed, and implemented before year-end. This live Master the Elite Model session is designed to help you take action in Q4. You’ll spend three hours with the Elite tax planning team, VFO Specialists, and Tracy Miller, your VFO Liaison, walking through what you should be doing in October to uncover opportunities inside your client base and get the right cases moving before important deadlines arrive.

86% of annual tax planning revenue is generated in November & December. Make sure you’re positioned to capture your share.

The goal of this workshop is for you to leave knowing exactly what to focus on before we reach Thanksgiving.-2

What We’ll Cover:

  • How to Find the Tax Planning Opportunities Already in Your Client Base
  • The Q4 Deadlines You Need on Your Radar
  • How to Turn Opportunities Into Actual Client Conversations

Your Clients Have Q4 Planning Opportunities

Discover which clients are most likely to have Q4 planning opportunities and when a
VFO professional should enter the conversation.

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This Workshop Is For You If:
  • You have clients who could benefit from tax planning before year-end
  • You’ve identified possible opportunities but aren’t sure what to do next
  • You want help determining which cases are worth pursuing
  • You want more confidence bringing tax planning into client conversations
  • You want to make better use of the Elite tax planning team and VFO Specialists
  • You don’t want to arrive in December wishing you had started these conversations in October
  • You want turn-key advanced tax planning with implementation done for you 
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Time Sensitive: Strategies Must Be Implemented  Before December 31st! 
 
The clock is ticking on significant tax-saving opportunities for 2026.
anton

About Your Host

Anton Anderson and the Elite Resource Team have helped over 1,200 Advisors and Accountants implement the Virtual Family Office model. As the co-author of two Amazon best-sellers including The Art of Collaboration, Anton's mission is helping Advisors deliver more value to clients, generate more meaningful profit, and truly enjoy their work.

Know Someone Who Should Be Here?

Do you have a colleague who's been curious about Virtual Family Offices or Accountant partnerships? Perfect, invite them. This is a great event to see the full picture.

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