Early Bird Pricing Expires In
REGISTRATION CLOSES IN
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in Fort Worth, TX
October 1st - 4th, 2024
Become a certified
tax & business Advisor
(CTBA)
The Certified Tax & Business Advisor designation was designed for tax professionals, financial advisors, insurance agents, and real estate agents who want to differentiate themselves
This three-day live training event brings together leading tax planning, exit strategy, and asset protection experts to equip you witVideoh actionable strategies, insider knowledge, and a network of peers and professionals dedicated to realizing substantial business exits.
Early Bird Pricing! Secure your spot NOW for just:
$30,000 $4,997
Registration closes in:
Registration is closed!
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in Fort Worth, TX
October 1st - 4th, 2024
Looking to take your practice Or Agency to the next level?
Become a certified
tax & business Advisor
The Certified Tax & Business Advisor designation was designed for tax professionals, financial advisors, insurance agents, and real estate agents who want to differentiate themselves from the competition.
This Three-Day Live Training Event brings together leading tax planning, exit strategy, and asset protection experts to equip you with actionable strategies, insider knowledge, and a network of peers and professionals dedicated to realizing substantial business exits.
Early Bird Pricing Expires Soon! Secure your spot NOW for just:
Normally $30,000 $4,997
Registration closes in:
Registration is closed!
Who This Is For...
Insurance Agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial Advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate Agents who want to truly differentiate themselves for their residential and commercial investors
Who This Is For...
Insurance agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate agents who want to truly differentiate themselves to their residential and commercial investors
What You Will Learn...
Imagine if you had the power to not only predict your client's financial future but to sculpt it, ensuring their wealth not only grows but does so in a way thatās profoundly tax-efficient.
Youāre not just any advisor; youāre the one they remember, the one they canāt afford to lose. How? Because you asked the magic question that unlocked value they didnāt even know existed.
Welcome to the world of Certified Tax and Business Advisors (CTBA), where elite professionals like you transform from being seen as a cost to becoming their most trusted asset.
With CTBA certification, you gain access to powerful scripts that turn prospects into lifelong clients, strategies to motivate immediate action, and the secrets to delivering bad news about taxes in a way that actually makes your clients thankful.
Whether itās exit planning that saves millions, Roth IRA strategies for six-figure savings, or a three-step referral system that multiplies success...
...CTBA training sets you apart from those merely pushing products. It positions you as a proactive planner, a luxury service provider in a crowded market thirsty for real value.
From understanding basic business entities to advanced tax-free selling strategies, CTBA certification covers the entire spectrum. It's not just education; it's transformation.
And with Excel Empireās suite of tools and resources, youāre not alone. Join a community of elite professionals armed with decades of tax-saving strategies, ready to take your business to new heights.
Are you ready to become the indispensable advisor, the one who offers more than advice, but a roadmap to financial freedom? Join us. Become a Certified Tax and Business Advisor and turn your advice into the asset your clients will treasure most.
The "magic question" that almost guarantees you'll open a discussion about how you can bring value to a business owner's bottom line
The #1 tax mistake that costs family business owners billions every year
How to explain the tax system so simple that a fifth-grader could understand it and why CPAs are not Tax Planners by training
Powerful word-for-word scripts to turn suspects into prospects into clients for life
How to deliver bad news about taxes and have your client thank you for it
How to motivate clients to act now to avoid taxes decades down the road
How the CTBA training separates you from product-pushing competition
The first question to ask any business owner (that he won't be able to answer)
Pros and cons of qualified retirement plans - how to choose the right one for your clients, and when to avoid them entirely
Exit planning strategies that can save millions in taxes when selling a business
Roth IRA conversion strategies to save top clients six figures or more
A three-step referral system to multiply your success with new clients
What You Will Learn...
The "magic question" that almost guarantees you'll open a discussion about how you can bring value to a business owner's bottom line
The #1 tax mistake that costs family business owners billions every year
How to explain the tax system so simple that a fifth-grader could understand it and why CPAs are not Tax Planners by training
Powerful word-for-word scripts to turn suspects into prospects into clients for life
How to deliver bad news about taxes and have your client thank you for it
How to motivate clients to act now to avoid taxes decades down the road
How the CTBA training separates you from product-pushing competition
The first question to ask any business owner (that he won't be able to answer)
Pros and cons of qualified retirement plans - how to choose the right one for your clients, and when to avoid them entirely
Exit planning strategies that can save millions in taxes when selling a business
Roth IRA conversion strategies to save top clients six figures or more
A three-step referral system to multiply your success with new clients
Imagine...
Imagine if you had the power to not only predict your client's financial future but to sculpt it, ensuring their wealth not only grows but does so in a way thatās profoundly tax-efficient.
Youāre not just any advisor; youāre the one they remember, the one they canāt afford to lose. How? Because you asked the magic question that unlocked value they didnāt even know existed.
Welcome to the world of Certified Tax and Business Advisors (CTBA), where elite professionals like you transform from being seen as a cost to becoming their most trusted asset.
With CTBA certification, you gain access to powerful scripts that turn prospects into lifelong clients, strategies to motivate immediate action, and the secrets to delivering bad news about taxes in a way that actually makes your clients thankful.
Whether itās exit planning that saves millions, Roth IRA strategies for six-figure savings, or a three-step referral system that multiplies success...
...CTBA training sets you apart from those merely pushing products. It positions you as a proactive planner, a luxury service provider in a crowded market thirsty for real value.
From understanding basic business entities to advanced tax-free selling strategies, CTBA certification covers the entire spectrum. It's not just education; it's transformation.
And with Excel Empireās suite of tools and resources, youāre not alone. Join a community of elite professionals armed with decades of tax-saving strategies, ready to take your business to new heights.
Are you ready to become the indispensable advisor, the one who offers more than advice, but a roadmap to financial freedom? Join us. Become a Certified Tax and Business Advisor and turn your advice into the asset your clients will treasure most.
What others say about the CTBA certification
What others say about the CTBA certification
Speakers Include:
Edward A. Lyon
Ed has written nearly a dozen books on taxes and tax planning. He writes two weekly tax columns for over 100,000 tax professionals and their clients, making him one of the most widely-read tax strategist in the country.
Heās appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax codeās legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Planner for Excel Empire.
Ed earned his Bachelorās from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the
University of Cincinnati Law Review.
.
Kirk Stafford
Kirk Stafford, owner and portfolio manager at Desert Rose Capital Management, Inc., has been a pioneering force in finance since founding The Stafford Corporation in 1997, leading to his early retirement at 32. However, finding retirement unsatisfying, Kirk returned to finance, leveraging his expertise to innovate in risk management through 'Integrated Options Portfolio' (IOP) strategies at a national broker dealer. His work focuses on combining exchange-traded options with conservative assets to enhance performance while minimizing risk. Beyond IOP, Kirk's introduction of insurance as a bond substitute in 2008 and the development of The Flexmethod in 2014āutilizing life insurance cash values for secured lines of creditāshowcase his commitment to creating stable, high-return financial strategies. Kirk's contributions to finance are not just about wealth accumulation but offering strategies that ensure long-term financial security and growth.
Ruth Benjamin
The āGuardian Angelā of 1031 Exchanges, Ruth has been immersed in the world of capital gains tax strategies for more than 30 years. She ran the 1031 Exchange divisions for two of the major national title companies before taking up her role at Financial Tax Strategies, where she works with clients to implement a variety of advanced capital gains tax deferral and mitigation strategies. With tens of thousands of transactions under her belt, Ruth is a wealth of knowledge and has produced thousands of hours of educational material over the years.
Chris Sioco
Chris is one of the Co-Founders of Tax Robot, Americaās leading R and D software platform. Tax Robot is used by some of the largest firmās in the country to help business ownerās conduct R and D studies. Chris combines his background as an engineer with his experience working for one of the largest tax credit firms in the US to help small and medium sized businesses avail themselves of the R&D tax credit.
Speakers Include:
Edward A. Lyon
Ed has written nearly a dozen books on taxes and tax planning. He writes two weekly tax columns for over 100,000 tax professionals and their clients, making him one of the most widely-read tax strategist in the country.
Heās appeared on over 500 television and radio broadcasts, including CNN, Fox News, MSNBC, and CNBC.
Ed has nearly three decades of experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax codeās legal, moral, and ethical strategies to pay less in taxes. He currently serves as Chief Tax Planner for Excel Empire.
Ed earned his Bachelorās from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the
University of Cincinnati Law Review.
.
Kirk Stafford
Kirk Stafford, owner and portfolio manager at Desert Rose Capital Management, Inc., has been a pioneering force in finance since founding The Stafford Corporation in 1997, leading to his early retirement at 32. However, finding retirement unsatisfying, Kirk returned to finance, leveraging his expertise to innovate in risk management through 'Integrated Options Portfolio' (IOP) strategies at a national broker dealer. His work focuses on combining exchange-traded options with conservative assets to enhance performance while minimizing risk. Beyond IOP, Kirk's introduction of insurance as a bond substitute in 2008 and the development of The Flexmethod in 2014āutilizing life insurance cash values for secured lines of creditāshowcase his commitment to creating stable, high-return financial strategies. Kirk's contributions to finance are not just about wealth accumulation but offering strategies that ensure long-term financial security and growth.
Ruth Benjamin
The āGuardian Angelā of 1031 Exchanges, Ruth has been immersed in the world of capital gains tax strategies for more than 30 years. She ran the 1031 Exchange divisions for two of the major national title companies before taking up her role at Financial Tax Strategies, where she works with clients to implement a variety of advanced capital gains tax deferral and mitigation strategies. With tens of thousands of transactions under her belt, Ruth is a wealth of knowledge and has produced thousands of hours of educational material over the years.
Chris Sioco
Chris is one of the Co-Founders of Tax Robot, Americaās leading R and D software platform. Tax Robot is used by some of the largest firmās in the country to help business ownerās conduct R and D studies. Chris combines his background as an engineer with his experience working for one of the largest tax credit firms in the US to help small and medium sized businesses avail themselves of the R&D tax credit.
OUR NO-RISK GUARANTEE
We guarantee you'll walk away with the knowledge and tools that you can use to add MORE sales... MORE profit... MORE value for your clients.
If you feel you haven't received even one "money breakthrough" that could make a huge positive impact on your business, we'll refund your payment in full. Every penny, no questions asked.
If you're not happy, then we're not happy, and we'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. We have such a strong guarantee because we KNOW what has happened at events we've done that were similar to this.
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so your business can experience the transformation you've been looking for.
OUR NO-RISK GUARANTEE
We guarantee you'll walk away with the knowledge and tools that you can use to add MORE sales... MORE profit... MORE value for your clients.
If you feel you haven't received even one "money breakthrough" that could make a huge positive impact on your business, we'll refund your payment in full. Every penny, no questions asked.
If you're not happy, then we're not happy, and we'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. We have such a strong guarantee because we KNOW what has happened at events we've done that were similar to this.
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so your business can experience the transformation you've been looking for.
FAQs
Q: WHEN IS THE EVENT?
A. The event will be from 8am-5pm on October 2nd & 3rd, and from 8am to 12pm on October 4th. Breakfast and lunch are provided all three days. We recommend arriving October 1st to get checked-in to the hotel and to join us for a casual get-to-know you evening at the hotel.
Q: WHERE IS THE EVENT?
A. The event is in Fort Worth, TX. The venue is Four Points by Sheraton Fort Worth.
Q: IS THIS A SELLING EVENT OR A LEARNING EVENT?
A. There is no selling at this event. It is 100% a learning event. Our presenters are some of the best in the world, and they all have very full plates. While you may choose to engage with them after learning what they can do, there will be no selling from the stage.
Q: WILL THE EVENT BE LIVE-STREAMED?
No, much of the information being presented is proprietary and we don't want it widely distributed.
Q: ARE THERE NETWORKING OPPORTUNITIES?
A. We will be hosting the day-time meals, along with a casual get-to-know you April 30th. You will have plenty of time to mingle and get to know one another.
Q: IS IT POSSIBLE TO GET RECORDINGS OF THE EVENT?
A. Again, NO, for the same reason as above. You may think you don't have time to attend live, but this could be the most important thing you ever do for your business.
Q: CAN I BRING A SPOUSE OR PARTNER?
Yes of course, you will just need to purchase a ticket for both people.
Q: HOW MANY PEOPLE WILL BE AT THE EVENT?
We're capping attendance at 50, and we expect to sell out.
FAQs
Q: WHEN IS THE EVENT?
A. The event will be from 8am-5pm on October 2nd and 3rd, and from 8am to 12pm on October 4th. Breakfast and lunch are provided all three days. We recommend arriving October 1st to get checked-in to the hotel and to join us for a casual get-to-know you evening at the hotel.
Q: WHERE IS THE EVENT?
A. The event is in Fort Worth, TX. The venue is Four Points by Sheraton Fort Worth.
Q: IS THIS A SELLING EVENT OR A LEARNING EVENT?
A. There is no selling at this event. It is 100% a learning event. Our presenters are some of the best in the world, and they all have very full plates. While you may choose to engage with them after learning what they can do, there will be no selling from the stage.
Q: WILL THE EVENT BE LIVE-STREAMED?
No, much of the information being presented is proprietary and we don't want it widely distributed.
Q: ARE THERE NETWORKING OPPORTUNITIES?
A. We will be hosting the day-time meals, along with a casual get-to-know you April 30th. You will have plenty of time to mingle and get to know one another.
Q: IS IT POSSIBLE TO GET RECORDINGS OF THE EVENT?
A. Again, NO, for the same reason as above. You may think you don't have time to attend live, but this could be the most important thing you ever do for your business.
Q: CAN I BRING A SPOUSE OR PARTNER?
Yes of course, you will just need to purchase a ticket for both people.
Q: HOW MANY PEOPLE WILL BE AT THE EVENT?
We're capping attendance at 50, and we expect to sell out.