To give you a feel for the kinds of conversations you’ll hear at the 2026 Tax Summit, here’s a quick Q&A with one of our featured speakers, an advisor and educator who has built a thriving tax‑first practice.
Rather than focusing only on tax concepts, this tax summit speaker interview gives you a look at how advisors can turn those concepts into repeatable processes, workflows, and action inside their firms.
Moving From Tax Knowledge to a Repeatable Process
Q: What’s the biggest mistake you see advisors make around tax planning?
Speaker: “They treat it as a one‑off topic instead of a process. They’ll do a ‘tax project’ once, then go back to business as usual. That’s not sustainable.”
Q: What will you be focusing on in your session?
Speaker: “I’ll be walking through my firm’s tax‑first workflow from the moment we get a prospect’s tax return, through onboarding, and into ongoing reviews. The idea is to show every step, not just talk about concepts.”
What Can Advisors Actually Take Back to Their Firms?
That practical focus is what makes advisor education valuable. The goal isn’t to leave a conference with a notebook full of ideas that never make it onto your calendar. It’s to leave knowing what you can actually change when you get back to work.
Q: What’s one thing you hope attendees will take back to their firms?
Speaker: “I want them to leave with a checklist and a one‑page plan they can implement within 30 days. If they can put that into play quickly, everything else we talk about becomes easier.”
This is the tone of the Summit: practical, transparent, and focused on what you can actually do differently when you get home.
If you want to be in the room for sessions like this, reserve your seat at the 2026 Tax Summit and get a front‑row view of how top advisors run tax‑first practices.
