Differentiate and Grow Your Tax Practice.  

Do you really think you can keep doing business the same old way you’ve always done it in the face of relentless technological assault? Or is it time to look for a different “edge” to attract and keep high-value clients regardless of what technology brings?

 

The Tax Master Network Green Light Academy is focused on technical training that will help you find the green lights that can save your clients thousands – and make you a hero.

You’ll get 2½ days full of comprehensive training and back-up written materials. You’ll get to network with planning-oriented peers from across the country. You’ll get 15- 20 hours of continuing professional education. CPAs and EAs, you’ll also qualify to use the brand-new Certified Tax Master® designation for as long as you maintain your TMN memberships.  It’s nothing less than a complete education in how to fulfill lucrative tax-planning engagements that build your business and cement client loyalty forever.

Join us on September 25-27 at the University Club in Cincinnati, Ohio to learn how to take advantage of it all!

WHEN: 
September 25th – 27th

WHERE: 
University Club of Cincinnati
401 E 4th Street
Cincinnati, OH 45202

 

Meet the Host:
Ed Lyon, Chief Tax Strategist 

Edward A. Lyon, JD is the founder of the Tax Master Network, previously TaxCoach Software. He is an author, most recently, of Selling Tax Strategies: The Financial Gravity Guide to Building Your Business by Cutting Your Client’s Taxes. Ed is an expert in navigating the green and red lights of the tax code as well as helping tax professionals grow their business and save small business owners millions.

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:

  • The challenge of building a 21st century tax practice
  • How to present tax planning to prospects and clients
  • S corporation and C corporation boot camps
  • “Tax planning begins at home”: hiring family, MERPs, Augusta Rule, and other breaks
  • Charitable strategies that can pay for themselves
  • How to sell big-ticket stuff, tax-free
  • The real estate tax time machine
  • The business owner’s “Swiss Army Knife”
  • First thing we do, let’s kill all the mutual funds
  • Why everything your client knows about retirement planning is all wrong
  • The modern tax planner’s “force multiplier”
  • How to put it all together to close high-value clients right now

FAQs

What is the Green Light Academy?

The Tax Master Network Green Light Academy is focused on technical training that will help you find the green lights that can save your clients thousands.

You’ll get 2½ days full of comprehensive training and back-up written materials. You’ll get to network with planning-oriented peers from across the country. You’ll get 15- 20 hours of continuing professional education. CPAs and EAs, you’ll also qualify to use the brand-new Certified Tax Master® designation for as long as you maintain your TMN memberships.  

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 Fractional Family Office®, Elite, or Advanced member of the Tax Master Network® and a CPA or EA, you qualify as a Certified Tax Master® after you have attended the Green Light Academy.

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 Dallas, 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 Fractional Family Office®, Elite, or Advanced member level and are a registered CPA/EA.

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.

Everything You Need to Know to Plan 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.

 

EVENT INFORMATION

  • 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. 

TRAVEL INFORMATION 

    • Cincinnati/Northern Kentucky International Airport (CVG). 20 minutes to Marriott Residence Inn and University Club 

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

HOTEL INFORMATION

Residence Inn Downtown Marriott/ The Phelps
506 East 4th Street
Cincinnati, Ohio 45202

 

WHEN: 
September 25th – 27th

WHERE: 
University Club of Cincinnati
401 E 4th Street
Cincinnati, OH 45202

 

Have Questions About the Green Light Academy? Talk to a Team Member.

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