What a week – The Summit 2025 was one for the books!

 

Last week was one for the books! The 2025 Summit brought together advisors from across the country, all eager to level up their practices and take tax planning to the next level.

 

From the very first morning, the energy in the room was contagious. Conversations sparked new ideas, questions led to breakthroughs, and it was clear: everyone left with more than just notes; they left with action plans.

 

We laughed, we brainstormed, and we tackled the real challenges advisors face every day. Attendees were sharing stories about clients, swapping strategies, and discovering ways to save time, reduce stress, and deliver more value. It wasn’t just about learning, it was about seeing the difference those ideas can make the very next week, the very next tax season, and beyond.

 

Here’s just a glimpse of what advisors walked away with:

  • – How to build a team that can support tax planning for every client, every year.
  • – Identifying and managing overlooked tax risks that can create major surprises.
  • – Techniques to grow a practice while maintaining freedom and avoiding burnout.
  • – Practical strategies to implement immediately with clients and in their own business.
  • – Hands-on approaches to spot tax planning opportunities and communicate them effectively.

 

A special thanks to our partners who contributed to the success and quality of The Summit:

 

If you missed this year’s event, or if you’re already planning ahead, now’s the time to lock in your seat for 2026. Register today — this special pricing is only available this week.

 

Every year, the Summit grows smarter, more actionable, and more fun. We can’t wait to see what’s next, and we hope you’ll join us.

 

See you next year!

Steven Jarvis, CPA

 

P.S. We don’t want to spoil the surprise, but you’ll want to keep an eye out for my name in other corners of the industry on October 14th. Something big is happening. Tag me on LinkedIn when you see it.