2019 Fall 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

Why Should You Attend the Green Light Academy?

What Our Members Are Saying About Us

"The presentation style allows you to learn in a way that makes you confident to present concepts and strategies to your clients. Ed, as always, has a unique personality and interaction with the room. I’m excited for the opportunity to work with Financial Gravity and be a part of the Tax Master Network. Alyssa and Julie are great at communicating and addressing any concerns or needs in a timely matter. The vision of TMN is clear and I value the integrity of the transparency provided throughout the process."

Roland Manuel


"Spent the last two and half days at the Green Light Academy. Learned cutting edge tax planning techniques that will set me apart from not only other CPAs but also so called tax planners. Great information and a great community to share ideas with. It was awesome spending time with this great group of professionals."

Rob Foncannon


"I wanted to work with a company that did more than teach me how to put numbers in boxes. I wanted a forward looking company that would help me help my clients not only save money, but increase their wealth and peace of mind. The strategies that I’ve learned in just a few days went way beyond my expectations. They have opened up a whole new world for me and my practice. I can’t thank them enough."

Richard Sheridan


"Financial Gravity came highly recommended by several close colleagues. After the roadshow I upgraded my membership to the advanced level. It is the best investment I’ve made thus far in my career. I appreciate the masterminding and technical tax strategies I have learned from the group and Ed. If you are a red light tax accountant you need to put your practice in drive and take the green light."

Madison Randolph


"Financial Gravity has expertise in financial and tax savings techniques that every advisor should know to maximize their client income! Great company!"

Martin Eisenstein


"Cutting edge tax strategies and effective marketing techniques. Ed, Dan and crew are doing a great job of bring 1% tax strategies to the rest of us! Take advantage of Financial Gravity or pay the price!"

Edward Culp


Planning Your Trip To Cincinnati

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


September 25-27


University Club of Cincinnati

401 E 4th Street

Cincinnati, OH 45202


  • 9/25 Wednesday. Doors open at 8:30 AM. Meeting takes place from 9-5 PM. Lunch will be provided.

  • 9/25 Happy Hour. More details closer to the event!

  • 9/26 Thursday. Doors open at 8:30 AM. Meeting takes place from 9-5 PM. Lunch will be provided.

  • 9/27 Friday. Doors open at 8:30 AM. Meeting takes place from 9-12:30 PM.

*If you are flying, you will have time to book a 4 PM flight. 


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


Residence Inn Downtown Marriott/ The Phelps

506 East 4th Street, Cincinnati, Ohio 45202

Frequently Asked Questions

What is the Green Light Academy?

The Green Light Academy is a 2 1/2 day conference where you will receive comprehensive training in four areas (timing, shifting, code, and product strategies) and then be provided with a specific action plan for putting everything to work in your business.

Why should I attend the Green Light Academy?

If you’re a tax professional and serious about growing your business, the Green Light Academy offers the training to differentiate your expertise in an industry with over 718,000 registered CPAs and EAs. 

How do I receive the Tax Master Network Certification?

If you are an active Advanced member of the Tax Master Network and have attended the Green Light Academy, you qualify as a Certified Tax Master®.

How often is the Green Light Academy hosted?

The Green Light Academy is held in the Spring and Fall each year- the location switches between Cincinnati, OH and Allen, TX. 

Can I still attend if I am not a member of the Tax Master Network?

Absolutely! The Green Light Academy is open to all tax professionals. 

Note: You will not be eligible to become a Certified Tax Master unless you join the Network at the Advanced level. 

What if I am new to tax planning or just joined the Tax Master Network?

No matter your experience, the Green Light Academy will benefit any tax professional looking to offer tax planning to their clients.

Do you offer discounts for the Green Light Academy?

Yes! Members of the Tax Master Network receive discounts based on their level. 

If you are currently an active member and planning on attending, please submit a support ticket in the member site to receive your discount. 

Will the Green Light Academy ever be offered as an online course?

Not at this time. 

Because the Academy is focused heavily on advanced tax strategies, attendees find it more valuable to attend with other professionals and benefit from being able to ask Ed direct questions. 

Don't miss the 2019 Green Light Academy!



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