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Tax Pro Profit Maximizer Expo 2024:
Transforming Marketing and Practice Management In Your Tax Practice
Save the Date Nov 13th to 15th, 2024
Purchase your Early Bird ticket before October 25, 2024!
Join Us for 3 Days of CPE to Increase Your Technical Knowledge and
Discover How To Transform Your Normal Business
Into A ‘Next-Level’ Tax Practice That Experiences Double-Digit Growth Year After Year And Allows You To Cut Your Work Time In Half!
BONUS
Purchase your ticket before 10/25/24 and we will include a ticket to our Virtual FastStart Bootcamp - Legacy Version (16 hours of CPE) AND, you can have the access to the technical tax CPE from our recent Tax Pro Profit Maximizer Expo 2023 Conference in November 2023
(16 hours of material)
Come learn the best tips to deal with crap clients, grow your practice with the right clients, and increase the revenues in your tax practice.
Join us in Dallas, TX to see some of the best material out there for tax professionals
In 3 days, we will get you to be more efficient with your time, earn you more gross revenue while getting better quality clients, and give you the confidence to do things you never dream you could do!
HURRY! TICKETS SELLING FAST!
What is Tax Pro Profit Maximizer Expo (TPPME)?
Three days of marketing and practice management material for Tax Professionals, primarily with a spin toward IRS Representation (Collections and Exam). At least half of the material you will hear during these 3 days will be stuff you have never heard before in this industry. You will learn new tips that will make your marketing work more successfully and get people to call or visit you like they never have before. You will hear ideas that if you employ them in your practice, you will make money like you have never seen before.
Do yourself a favor and get your ticket early (to save yourself some money and guarantee your spot) as seats will sell out fast and space is limited!
Tax professionals who are ready to actively grow their practices and who are focused on truly making a difference for their clients. This conference is ALL about creating GREAT RESULTS for clients while MAXIMIZING Profits for Tax Professionals. Take a moment to ask yourself:
“Am I tired of only making “enough” in my practice?”
“Does my practice today reflect the practice I set out to build?”
“Is there an easier way?”
“What makes profitability so difficult?”
“Am I really doing the work I want to do?”
“Why am I not attracting the right clients?”
ALL of those questions – and ones you didn’t even think about – are going to be addressed (and answered) when you join us for the Tax Resolution Academy® at the Tax Pro Profit Maximizer Expo on November 13, 14 and 15, 2024.
The only question you should ask yourself is "Can I afford to not be at the conference?"
BUY YOUR TICKET NOW!
This is THE live Tax Resolution Academy® event you’ve been waiting for! This event is ALL about expanding your technical knowledge AND growing your tax representation practice.
Three days of fantastic training, specialized presentations, and great speakers to show you the EXACT steps to level up your tax representation practice to achieve the success you’ve always wanted.
Not only will there be a LOT of technical tax continuing education, but there will be one full day of marketing workshops that will leave you with tactics you can implement in your marketing when you get back to the office.
This is truly a unique opportunity to jump start YOUR success and get ready to start Tax Representation season 2024 off right.
Who Should Attend?
Licensed Tax Professionals That Are TIRED of the same old results from their Tax Practice
Want to have the phone ring more? Want to have people come to you that you WANT to work with, not that you HAVE to work with?
Want to win back your time for the things you enjoy most in life? Things like your family, coaching, volunteering, hobbies, sports, being outdoors, etc., then you want to be here to learn ways to be more efficient e
Then this is the place you need to be in early November to make that happen, while you have time and things are a little slow.
This event is for licensed tax professionals (EAs, CPAs, Attorneys) who want to earn more, learn more, and help the unwitting taxpayer.
There has never been a better (or more affordable) time to get off the sidelines and become a warrior for taxpayers who cannot help themselves. Hence the name Tax Rep Defender.
And, it has never been more important to be positioned for success as we navigate the uncertain pivot out of the pandemic (and as the IRS turns back on the collections notices).
Your Host
Dan Henn, CPA, CTR™
Speaker/Author/Coach
Co-Founder Tax Resolution Academy®
Dan Henn is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida”, “41 Dangerous IRS Tax Red Flags” and most recently "Hidden Profits In Your Tax Practice" which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years.
Dan is the founder of Daniel Henn, CPA, PA and Co-founder of the Tax Resolution Academy®. Dan strives to protect his valued clients from the IRS so they can sleep better at night.
Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business planning. Today, he serves as a Certified Public Accountant and Certified at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.
Hear what others have to say!
Jared Rogers, CPA
Jennifer Ginther, EA
Schedule of Events
We’ll kick off Tax Rep Defender Odyssey 2024 with some socializing and cocktails in the bar at the Residence Inn Pool Patio from 7-9 P.M. May 6th, but don’t stay out too late, because we’ll be opening the doors PROMPTLY at 7:30 a.m. to register the next morning. We will get started officially at 8am. We’ll dedicate an hour for lunch each day, and lunch will be provided. If you have any dietary restrictions, please let us know ASAP so we can plan accordingly. We’re planning on our last presentations closing out around 5 P.M. each day.
…And while the itinerary isn’t finalized, we’re going to cover a LOT of ground when it comes to making your tax practice far more profitable.
Not to worry if you can’t make the Monday night social, there will be plenty of time to chat with fellow attendees! This is totally optional, but a great chance to meet some of our speakers, introduce yourself to other attendees, and get ready for a GREAT event.
But remember, networking is sometimes where you hear some of the best ideas of what other tax pros are doing!
Dates:
November 13th to 15th, 2024
Location:
Hilton Garden Inn Dallas/Market Center
2325 N Stemmons Fwy
Dallas, TX 75207
Wednesday, November 13th, 2024
- 7:30-8:00: Registration
- 8:00-9:45: First Presentation
- 10:00-11:45: Second Presentation
- 11:45-1:00: Lunch (Provided)
- 1:00-2:45: Third Presentation
- 3:00-4:45: Fourth Presentation
-
6:00-9:00: Special Event (offsite location event)
Thursday, November 14th, 2024
- 7:30: Doors Open
- 8:00-9:45: First Presentation
- 10:00-11:45: Second Presentation
- 11:45-1:00: Lunch
- 1:00-2:45: Third Presentation
- 3:00-4:30: Fourth Presentation
- 6:30-8:00: Special Session (indoor)
This schedule is subject to change. Questions please email support@taxresolutionacademy.com
Friday, November 15th, 2024
- 8:30: Doors Open
- 9:00-12:00: First Presentation
- 12:00-1:15: Lunch
- 1:15-4:15: Second Presentation
- 4:15-4:30: Celebration
What We Will Cover!
Buying a Tax Practice
(mountains to climb and disasters to avoid)
There are many ways to grow a tax practice, but buying an already existing tax practice is one of the fastest ways to do it. But it doesn't come without it's own pitfalls and valleys. We will discuss things to do and things to avoid when buying one.
Selling a Tax Practice
(How to get out of your most valuable asset)
For many tax pros, their tax practice is their most valuable asset. When it is time to get out, for whatever your reason, there are some things you need to be aware of before you sell to get the maximum value.
Earning Passive Revenue from Affiliate
Did you know that many of the various types of software/products you own/use pay commissions for recommending their software to others. You can earn some side income from this without much effort.
Succession Planning
You heard that another tax pro in your area dies. You hear his spouse has no clue what to do. The clients go other places and the spouse loses that income. What is your plan should this happen to you? We will discuss various ways to make sure you provide for your family!
- Best Hiring Practices (Employees, Virtual Assistants, and Contractors)
Content Creation Marketing (What it is and Why you need it)
Here we will show you various ways to create content. From landing pages to social media to blogs and lead magnets.
Of course, we will show you why you need all of this and how to incorporate it to get the clients you want to work with in your tax practice.
Using Newsletters to Fuel the Fire for Referrals
Newsletters are an excellent way to connect with your clients and prospects. If done correctly, you can use them to create loyalty in your clients and generate referrals from your best people. Also, they can be used to generate new business and build rapport with your prospects.
Using One-to-Many Selling
Newsletters are an excellent way to connect with your clients and prospects. If done correctly, you can use them to create loyalty in your clients and generate referrals from your best people. Also, they can be used to generate new business and build rapport with your prospects.
Masterminding to Better Clients
The Mastermind was a term created by the great Napoleon Hill. The concept is to have multiple people in a room working together to solve a common problem. We will show you how to incorporate this into your practice and build an income stream that will not take a lot of your work or time.
Using AI in Your Tax Practice to Save Time
This session will show you what AI is, how to use it in your practice to become more professional, save time and become more eloquent and creative in your writing. We will show you how to create the "prompts" that drive the various AI Language Models
Email Marketing
(Do's and Don'ts)
This session will show you what AI is, how to use it in your practice to become more professional, save time and become more eloquent and creative in your writing. We will show you how to create the "prompts" that drive the various AI Language Models
Overcoming Selling Objections
Ever get to the finish line with a prospect where you feel they are the easy fish to reel in and all of sudden, just before you get them in the boat, they give you the biggest fight of their lives? Well, in your prospects, this is what we call an objection. They bring up money, need to talk to someone else, or some other lame excuse. We will discuss many terms and phrases you can use to help overcome those objections and get them to sign on the dotted line and pay you the big bucks to work with you!
Creating Systems to Generate Time with Your Family
When you hear the word Systems, what do you think of? Most people don't know what it is or why does it even matter. I get it! I was the same way until I learned how to use it and implement it into my tax practice. If done properly, you will save yourself gobs of time (yes that is a technical term). And with that gobs of time back in your life, you can now use for things you most enjoy in life.
Special Purchase Bonuses
Bonus #1 - When you purchase a Ticket to TPPME 2024 you will also get the video recordings to the
Tax Pro Profit Maximizer Expo 2023
(This was our special event from Nov 2023 that included 21 hours of Marketing and Practice Management Content)
($1,095 Value)
Bonus #2 - When you purchase a Ticket to TPPME 2024 you will get one ticket to our 2-day technical training Fast Start IRS Collections Bootcamp - Virtual
(December 3rd and 4th, 2024)
($249 Value)
I guarantee you'll walk away with the tools and knowledge that you can use to add MORE customers MORE sales... and MORE profit this year.
If by 4pm on Day 1, you feel you haven't increased your knowledge or gotten at least one great idea to use in your practice that could make a huge positive impact, I'll Refund Your Investment plus $500 toward your travel expenses, Every Penny, no questions asked.
If you're not happy, then I'm not happy, and I'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. But the reason why I can have such a strong guarantee is because I KNOW when you're in the room at any Tax Resolution Academy® event, you can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so you business can experience the transformation you've been looking for.
Speakers
Dan Henn, CPA, CTR™
Dan Henn is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” "Hidden Profits in Your Tax Practice" and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years.
Dan is the founder of Daniel Henn, CPA, PA and co-founder of the Tax Resolution Academy®. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night.
Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.
Jared R. Rogers is a veteran tax professional, seasoned marketer, speaker and Illinois-licensed Certified Public Accountant. He currently serves as the CEO of the Chicago-based financial services firm Wilson Rogers & Company. He is also the published author of three books - The Real Estate Brokers Little Black Tax Book, How to Slash Your Taxes Legally & Ethically, and Pathways to Wealth - A Common Sense Guide to Personal Money Management & Lifestyle Techniques.
Prior to his current role, he spent 13 years in the finance function of several major companies including Hyatt Hotels, PepsiCo, Robert Bosch and KPMG LLP.
Jared is a passionate advocate for the power of video marketing, and believes that it is an essential tool for businesses of all sizes. He is committed to helping businesses use video to grow their online presence and achieve their marketing goals. During his presentation he will share his insights on how to create engaging and informative videos that will help businesses attract new customers, generate leads, and increase sales. He’ll also cover topics such as YouTube SEO, video analytics, and how to use video to build relationships with customers.
Jared R. Rogers, CPA
Dhyanesh Bhatt, CPA, MST
Graduated from California State University at Long Beach with a Bachelor's of Science in Accounting. Due to a desire to learn more later a master's degree in Taxation was earned from Golden Gate University
Spent 2 years at Arthur Andersen LLP and another 9 years at a local CPA firm which was later sold to Ernst & Young LLP.
Dhyanesh is the founding partner of Bhatt & Associates. He is directly involved in the creative tax planning and compliance services for a wide variety of companies including medical practices, real estate companies , manufacturing corporations, restaurants, non-profits and personal service companies. Dhyanesh's specializations include advance planning strategies for use in multiple entity tax structures including S corporations, C corporations and limited partnerships.
Regular speaker to medical professionals and real estate investors. He also has experience in acquiring tax practices.
Joyce has excelled in various different industries including professional sports, telecommunications, energy and distribution. Her talent, passion and ambition has earned her leadership roles and recognition as top sales professional for global organizations.
Over the years, Joyce has excelled as a corporate sales leader as well as entrepreneur. She later transitioned from mainstream corporate to full-time entrepreneur as owner of IOWNPR. Her clients included the National Basketball Retired Players Association’s Miami Chapter, Harris County Flood Control District, Space Center Houston and other notable brands.
Making the transition from mainstream corporate to entrepreneur was challenging but even more rewarding when Joyce founded “Why Sales Network”. Her mission, “to empower the next generation of business leaders.” The company offers elite training programs and other resources to support personal and professional development of sales professionals, entrepreneurs, and business owners.
Joyce’s passion and dedication to mentor and develop students into leaders resulted in her publishing several books to utilize as guides and tools for career success. Her books; Why Sales for College Students; Top 10 Sales Tips for College Grads; Get A Job Today – 5 Things You Need to Know are just a few titles from her series that she often utilizes when she is conducting coaching and training sessions with students and professional sales staff. Her most recent training workshop “How to Win in Sales” is a one-day intensive training focused on closing sales. In addition to coaching and training, Joyce also hosts a podcast called “Let’s Talk About It #collegelife.”
Sales Leader, Coach, Trainer, Mentor, Motivator and 8x Author; Joyce has been honored as a guest speaker and panelist at conferences, business forums and other events. She is currently available for future speaking engagements. For inquiries, please email info@whysalesnetwork.com.
Joyce Johnson, CEO Why Sales Network
More speakers to be announced soon!
We Will Sell Out!
Each time I’ve run these events in the past they sell out.
That's not to brag, but to let you know that if you plan on attending Tax Pro Profit Maximizer Expo 2024! then you need to act NOW. The venue is LIMITED to just 42 seats which is why we have a cap on how many tickets we can sell.
PLUS I like to keep it that way, so we can over-deliver for you and provide you a truly personalized ‘Mastermind like’ experience.
My Money Back Guarantee
Once we sell out of our in-person tickets, then that's it... they're gone for good.
I would hate for that to happen to you... Especially knowing you could receive the single, greatest bit of information during the 2 incredible days we’ll be sending together.
When you purchase your ticket today, not only will your secure our, you can also feel safe knowing your spot for the event is secured.
Now's the time to act...
You know EXACTLY what to expect when you come to Tax Pro Profit Maximizer Expo 2024 in Dallas, TX.
Tax Pro Profit Maximizer Expo 2024
Ticket Includes
- Access to 3 days of class sessions
- Networking Opportunities
- Guaranteed Seating at the Event
- Lunch included each day (Breakfast is included if you stay in the hotel)
- Special Dinner event at the end of Day 1
- 21 hours of continuing education (15 for EAs)
Can I Attend TPPME 2024 Virtually?
This event is not about just watching passively.
It's about learning, connecting, collaborating, Masterminding and solving problems in your practice.
There’s nothing quite like meeting in-person and being around like-mind people.
You simply don’t get that over Zoom or any other virtual platform.
At Tax Tax Pro Profit Maximizer Expo 2024 you’ll be in small immersive environment for you to work ON your business, not in it!
Don't Let This Economy Slow You Down!
Instead… scale faster and get access to the information you need to positively thrive!
There's no question about it - the economy is on a lot of entrepreneurs minds right now, some are getting more worried by the day. You might have already started to see…
🧐 Stalled revenue
🧐 Decreasing profit margins
🧐 Increasing ad costs
🧐 Falling conversions
🧐 Lower engagement rates
🧐 Increased refunds
It's completely natural you might be feeling a little worried.
Although some business owners might be hurting right now…
Our members (in the Tax Resolution Academy® World) are CRUSHING It.
And we want share with you how! You’ll learn exactly at this event.
Instead of listening to those who are constantly worrying and spreading fear, why don't you take the time and LEARN from the people who are making it WORK right now?
That's the entire idea of this event.
We want you to come and…
🔥 Discover the best practices for your business…
🔥 Find new ideas you can implement right away…
🔥 Find new marketing ideas...
🔥 Ways to increase your bottom line profit...
🔥 Boost the 30, 60, and 90-day value of your customers...
🔥 Improve Client satisfaction...
🔥 Learn new technical ideas to help you with your tax representation cases...
We can do ALL of this during this economy - and each of my marketing sessions are designed specifically with that in mind.
So don't let this economy stop you.
I have no doubt this event can change your business and maybe even change your life forever!
So don’t dither, delay or procrastinate.
That’s for average low income people not growth minded entrepreneurs like you.
Frequently Asked Questions (FAQ)
When and Where is the Event?
The event is November 13th through November 15th, 2024 We will be at the Hilton Garden Inn Dallas/Market Center, 2325 N Stemmons Fwy, Dallas, TX 75207
What time does the event start each day?
We will start day 1 and day 2 promptly at 8am. Day 3 will start at 9am. Each day will end a little differently. Day 1 will end at 5pm and Days 2 and 3 will end at 4:30pm.
Do you offer a Livestream option?
No, this is a 3-day LIVE immersive learning experience.
Can I bring a Business Partner, Spouse, or Employee?
Yes of course, you will just need to purchase a ticket for all people wanting to attend. Since continuing education credit is issued, each person will need a ticket.
How much do the tickets cost?
A single ticket to Tax Pro Profit Maximizer Expo! is $797, full price, for 3-days. However, if you purchase during our Super Early Bird period a ticket will only cost you $497 (40% discount).
Is this event available for continuing professional education (CPE)?
Yes, this event is eligible for up to 22 hours of CPE for CPAs and attorneys, but 0 hours for EAs. (Sorry the IRS does not allow us to give EAs credit for marketing and practice management material, even though it is just as important as the technical material).
Will Dan be available during breaks to answer questions?
Yes, Dan will be available to chat about your business during breaks and after the event, or if you have questions about any of the strategies presented at the event. Dan’s team will also be on hand to answer your questions as well.
How many people will be at the event?
The event will be an intimate gathering of no more than 42 people (hotel capacity).
If I buy a ticket and can’t attend can I get a refund?
Unfortunately we cannot offer refunds for this event. If for some reason you can’t attend, you can use this as a credit towards a future Tax Resolution Academy® event. All event ticket sales are final.
What if I am new to IRS Representation, will this material be too advanced for me?
No, this material will not be too advanced for someone is new to IRS Representation. Since this material is ALL marketing, sales and practice management material, this should be great for beginners as well as intermediate to advanced tax pros. Check out our EventBrite page https://www.eventbrite.com/o/tax-resolution-academy-36730021893 to see when we are offering some of the technical Foundational level webinars to help you. If you are a member of the Tax Resolution Academy®, you can access these classes in our member portal.