2018 Green Light Academy

The conference starts with comprehensive training in four areas (timing, shifting, code, and product strategies), then gives you a specific plan for putting them all to work. Here’s the broad 2 ½-day agenda:

  • Tax Pro “3.0” – what you need to succeed with the practice of the future
  • Why Green Light Academy?
  • Tax Strategies I: Timing/Shifting/Code
  • Tax Strategies II: Product Strategies
  • Retirement Planning Strategies – the key to selling planning to the W2 market
  • Mechanics of Adding Financial Services – Choices for delivering value to clients
  • The Fractional Family Office -- How to give your clients a new level of service
  • Introduction to the Certified Tax Master program

Planning Your Stay in Cincinnati

We can't wait to welcome you to the Queen City in November! Below is all the information you will need to start booking your trip.


November 7-9


The University Club

401 East 4th Street

Cincinnati, OH 45202


  • 11/7 Wednesday. Doors open at 8:30 AM. Meeting takes place from 9-5 PM. Lunch will be provided.

Happy Hour. We will be hosting a Happy Hour from 5- 7

  • 11/8 Thursday. Doors open at 8:30 AM. Meeting takes place from 9-5 PM. Lunch will be provided.

  • 11/9 Friday. Doors open at 8:30 AM. Meeting takes place from 9-2:30 PM.

*If you are flying, you will be ok to book a 4 PM flight. 


  • Uber. Easiest/most affordable form of transportation to get to downtown Cincinnati


We have arranged for discounted rooms at The Residence Inn by Marriott Cincinnati Downtown. It is located across the street and within walking distance to The University Club.

Discounted room rates will be available for those attending the Green Light Academy until Tuesday October 16. No rooms will be guaranteed at a discount after this date.

Discounted rate is $174. (Normal rates for this weekend will be $229-$289+)

Don't miss the 2018 Green Light Academy!