ROAD SHOW EVENT

"Escape the Box"

Watch Ed Lyon, Chief Tax Strategist, explain why this is the one event Tax Professionals can't miss in 2018!

Find out why this is the one event you can't miss in 2018...

What are You Doing to Set Your Business Apart From the Competition?

It's time to turn your business into another Accountants dream practice. 


  • Learn more about how the Tax Master Network is the solution you've been looking for to "Escape the Box" and shift your business from compliance to advisory


  • Access training, done-for-you marketing materials, and new technology that will provide you with all of the resources needed to excel your business



  • Join industry leaders and equip your business with the future tools and services of the quickly changing tax industry

RESERVE YOUR SEAT IN A CITY NEAR YOU

Atlanta, Georgia

Atlanta, GA - August 22


Event Location

The Westin Airport

Tampa, FL - August 24


Event Location

Tampa Airport Marriott


Houston, TX - August 27


Event Location

Courtyard Houston Intercontinental Airport

Los Angeles, CA - August 29


Event Location

Los Angeles Airport Marriott

ABOUT THE PRESENTER

ED LYON

CHIEF TAX STRATEGIST, BOARD OF DIRECTORS


Ed is an authority on tax planning – an author, consultant, speaker, and a co-founder of TaxCoach™ Software, LLC. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

DAN SUNDBY

PRESIDENT OF FINANCIAL GRAVITY COMPANIES, CHIEF SALES OFFICER AND BOARD MEMBER


Dan Sundby brings over 30 years of experience in sales, sales management, and sales training. He has built sales teams nationally within the insurance and financial services industries. Dan’s organization was consistently the top producing team with each company he recruited and trained for. Dan also recruited and trained sales teams in the receivables management industry and with a regional home builder with record setting performance in each. Dan is currently serving as Chief Sales Officer for Financial Gravity and is responsible for building their nationwide agent team.

WHAT TO EXPECT

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Defend your Business


Everyday, new technologies are emerging. Learn how you can defend yourself (and your business) against artificial intelligence and machine learning



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Add Higher Value Services


Have you ever asked yourself how much time you spend recording numbers vs. providing high value advising services? Find out how you can start transitioning your business and your client base and generate more revenue year-round.


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Strategies to Stand Apart


Deep dive into actionable strategies that will help you understand how you can differentiate your business and stand apart from your competitors.


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Meet other Progressive Professionals


Network with other like-minded professionals focused on escaping the box and taking their business to the next level.


Schedule appointment to learn more.


Questions? Call 513.321.2820 or email Alyssa.Jones@FinancialGravity.com.

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Schedule appointment to learn more.

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Questions? Call 513.321.2820 or email Alyssa.Jones@FinancialGravity.com.

Tax Master Network Road Show Agenda

9:00-9:45 Welcome and Introduction


9:45-10:30 The Future of the Tax Business


Break



10:45-11:30 Two Routes to Growing a Practice


11:30-12:15 How to Deliver What Clients Really Want


Lunch*


1:15-2:00 Tax Master Network/Financial Gravity Partner Programs


2:00-2:45 "Extreme Makeover: Tax Pro Edition"


Break



3:00-4:30 Putting the Hivemind to Work


4:30-5:00 Final Notes


*Lunch and coffee will be provided.

* Early bird pricing ends 7/15. Price will increase to $299.