THE SUMMIT 2025

Tax Planning and Practice Management

September 30 - October 3, 2025

Omni Hotel, Tempe AZ

REGISTRATION FOR 2025 IS CLOSED. CLICK HERE FOR THE 2026 WAITLIST!

THE SUMMIT 2025

Centered on tax planning, and brought to you by the industry's leading tax experts, this is THE place for learning how to get tax strategies implemented in the real world. Since taxes are only a piece of a client’s financial puzzle, The Summit is expanding in 2025 to put the best in the business on stage to help you level up on practice management, leadership and growth. Every attendee leaves this event with ideas to start executing the very next day.

Learn to apply tax strategies in real-world scenarios through expert-led sessions, case studies, and workshops.
Gain a well-rounded understanding of practice management, tax strategies, and financial planning to serve clients better.
Discover marketing strategies, business growth tactics, and technology integration to expand your practice and stand out in the market.
Registration closes September 8th - secure your seat today!
By attending, you’ll join a community of forward-thinking advisors committed to growth and excellence in tax planning and practice management.

Important Disclaimer

Attendees may receive a 100% refund if they cancel at least 60 days before the event start date.

Attendees who cancel between 30 days before the event start date will receive a 50% refund of their ticket price.

If unable to attend, tickets are transferable to another attendee at no additional cost up to 7 days before the event. To transfer tickets, the original purchaser must provide written notice with the new attendee’s name and contact details.

Secure Processing

Each order is processed through a secure, 256-bit encrypted payment processing gateway to ensure your privacy.

Hotel Accomodations

Accommodations are not provided, but we have a contract with the hotel to ensure our guests get the best rates, so book through our link. Guests are individually responsible for booking. Book HERE.

Note: Our room block is full, room reservations are now based on the hotel’s availability. If you are having trouble booking through the above link, the hotel is at capacity.

Here are 2 recommended hotel options (within walking distance of The Summit) that you may consider:

The Westin Tempe

Canopy by Hilton Tempe Downtown

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firm.