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Tax Pro Financial Takeover

Wealth Management Conference


Are you ready to take your financial expertise to the next level?

Look no further than the TaxPros Financial TakeOver 2023

Wealth Management Conference


Join us for a transformative event that brings together tax professionals, financial experts, and Industry leaders to empower you with unparalleled knowledge of financial literacy and wealth management.


Who Should Attend

  • Certified public accountants (CPAs)

  • Enrolled agents (EAs)

  • Tax Attorneys, Tax consultants

  • Financial advisors

  • And anyone looking to excel in financial literacy and wealthmanagement strategies.

Why Attend?

Expert Insights

Learn from top experts in financial strategy, wealth management, branding, marketing, and more.


Actionable Strategies

Gain practical, actionable strategies that you can implement immediately to enhance your financial advisory services.

Networking Opportunities

Connect with like-minded professionals, expand your network, and explore potential collaborations.


Vendor Showcase

Discover innovative financial tools, services, and products from our vendors at complimentary vendor booths.

Personal Growth

Elevate your own financial knowledge and empower your clients with proven wealth management techniques.


Featured Topics

  • Financial Literacy for Tax

  • Effective Wealth Management Strategies

  • Building a Wealth Mindset for Success

  • Grant and Funding Opportunities

  • Branding and Marketing Strategies for Tax Professionals

  • Legal Implications and NIL for Athletes

  • Retirement Planning and Estate Transfer

  • Maximizing Tax Benefits for Investments

  • And much more!w

Your success as a tax professional deserves the best resources.

Why Choose TaxPros Financial TakeOver 2023?

  • Curated Content: Our lineup of 19 speakers includes experts in financial strategy, wealth management, branding, legal implications, and more.

  • Tailored Experience: Personalize your learning experience by selecting sessions that align with your goals and interests.

  • Networking Opportunities: Connect with speakers, fellow attendees, and vendors to build valuable professional relationships.

  • Tangible Takeaways: Walk away with actionable strategies that will elevate your practice and benefit your clients.

Don't miss the opportunity to upgrade your skills, network with industry leaders, and revolutionize your approach to financial literacy and wealth management.


Early Bird Rate is $197

Secure your spot at TaxPros Financial TakeOver 2023 with our limited-time early bird rate of just $197.

This special offer is available until September 13



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All Rights Reserved.

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