Exert led panel discussions, tax strategies, insights, funding, service bureau, marketing, scaling
Preferred Seating
Panel Discussion
Networking & Exhibitors
Swag Bag
Free Tax Software*
Hands on training, tax education, software training, CRM education,
Preferred Seating
Business Structure
Panel Discussions
Networking & Exhibitors
Swag Bag
Includes everything in Day-1 & 2 and more.
Admission for One
Preferred Seating Both Days
Exclusive Mentorship Offer
Access to Advance Training
* Free Tax Software includes the choice of - Crosslink, OLT, or Tax Slayer. Bank Products from one of our Tax Partner Banks must be used with this promotional offer. Fees associated with bank use varies.