The IRA Summit is our exclusive multiple day program which will DRASTICALLY and IMMEDIATELY increase
your ability to make a positive impact on your clients’ retirement distribution plans and wealth transfer opportunities. Our program is designed to EDUCATE AND EQUIP CPAs with the necessary tools, knowledge, resources, and training to effectively meet the complex needs and demands of their clients in the areas of IRA and retirement distribution planning, asset management and wealth protection.

You will be able to ACQUIRE PROFESSIONAL SKILLS such as:

  • COMMUNICATING the importance of distribution planning to clients with clarity and objectivity
  • TRANSLATING COMPLEX INFORMATION into critical knowledge
  • REDUCING and eliminating heavy, immediate, and unnecessary taxation that can destroy a lifetime of your clients’ retirement savings
  • ANTICIPATING and DISCOVERING the most common IRA/401(k) distribution errors that can cost your clients and their families
  • CREATING wealth transfer strategies that mitigate and eliminate taxation
  • TRANSFORMING tax-infested accounts into tax-free accounts
  • DESIGNING retirement strategies that transform retirement vision into reality
  • MAKING SENSE of the complex, changing world of taxation on retirement accounts


Why register?

  • There is a need for today’s CPAs to expand their skills and services
  • CPAs will be able to deliver added value, additional services, competencies and new solutions to their clients
  • CPAs will be able to be respond to new and changing demands through proactive planning

The cost of being unresponsive to the CHANGING DEMANDS of the Internal Revenue Code can spell disaster for your clients. More important, there are nearly UNLIMITED OPPORTUNITIES for CPAs willing to meet such challenges and deliver long-term positive solutions for their clients. A wise CPA recognizes that tax mitigation strategies are often more important to retired and retiring clients than even investment management.

Throughout the profession, there is a growing and pressuring need for CPAs to EXPAND THEIR SKILLS AND SERVICES from traditional to broader-based retirement distribution planning skills and asset protection services.

By attending the IRA Summit, CPAs will gain new competencies and learn what they need to know to ADD VALUE to their practice by offering clients additional services and new retirement planning solutions.

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All fields are required.
Event is Not Open to Liberty Tax Service or H&R Block Representatives

Choose a Location:

San Diego, CA
Thursday, February 1-2, 2018
One America Plaza
600 W Broadway, Ste 2150,
San Diego, CA 92101
9:00am - 5:00pm Daily
Schaumburg, IL
Thursday, May 17-18, 2018
Centennial Center
1900 E. Golf Road,
Schaumburg, IL 60173
9:00am - 5:00pm Daily

Preferred Designation(s):
CPAEATax Professional
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By checking this box, I have read and understood the terms in the disclaimer below.


By registering for this event, you agree and understand that you are expected to fully attend each scheduled session. Because training is critical to your success in our programs, if you will be unable to fully attend each session of this event, please do not register. Please consult the event calendar on this website and make appropriate arrangements to fully attend the next scheduled event. Partial attendance and/or participation will not satisfy any training requirements you may have in your program agreement(s).