THE SUMMIT 2026
September 27 - September 30, 2026 | The Scott Resort & Spa, AZ
The agenda is here. Explore the sessions, speakers, and conversations planned for The Summit 2026.
Join financial advisors and industry leaders at the The Summit 2026 for actionable tax planning insights, real-world strategies, and conversations designed to help you deliver more value to clients and grow your impact.
Learn from hand-picked speakers, connect with peers, and leave with ideas you can put into practice right away.
THE SUMMIT 2026: AGENDA
Sunday 09-27-2026
5:00 PM - 6:OO PM
The Summit Welcome Reception
Monday 09-28-2026
Session 1
Steven Jarvis, CPA & Micah Shilanski CFP®
The Intersection of Taxes & Financial Planning - 7 things YOU are missing.
The seven most frequently missed tax strategies and how to get clients (and yourself) to implement them.
Session 2
JPTD Partners
How to add $200M of AUM by helping your clients understand M&A
With Boomer entreprenuers retiring in waves, M&A is red hot across dozens of industries and the financial advisors advising clients in these deals are capturing assets 10x to 100x the size of 401k rollovers.
Breakout 1: Lisa Zeeveld - BELAY
Tax Planning with a Team
How to train a team member to gather tax data (or any other process)
Breakout 2: Shelby Nicholl - Muriel Consulting
How to evaluate if the grass is greener at a different firm
Be it compliance around tax planning, technology, payout, benefits and/or growth, where is the best home for your practice?
Session 5
Matthew Jarvis CFP® & Micah Shilanski CFP®
Quarterly Tax Value Adds
If you do tax planning for clients, but they don't know about it, does it still count? (Nope). In this session learn how top advisors provided documented, personalized, actionable and systematized tax planning to clients following a Quarterly Value Add system.
Session 6
Phil M Jones
Session 6
Phil M Jones
xactly What to Say® – The Magic Words for Influence and Impact
Actual tax planning remains the ultimate value proposition for advisors. But how will you become (or find) a Tax-Wizard when you stQuite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations. Words matter and understanding how you can use language to influence a conversation is certain to provide you a fair advantage in your challenging marketplace.ill have a practice to grow & run?!?
Session 7
Steven Jarvis, CPA
Session 7
Steven Jarvis, CPA
How to become (or find) a Tax-Wizard
Actual tax planning remains the ultimate value proposition for advisors. But how will you become (or find) a Tax-Wizard when you still have a practice to grow & run?!?
Tuesday 09-29-2026
Session 1
Steven Jarvis, CPA
Roth Conversions and Your Clients - How to actually get people to take action
How to get clients to bite the bullet on paying taxes today vs waiting till tomorrow.
Session 2
Carson Group & Matthew Jarvis, CFP®
A Tale of Two... Practices: Why AUM doesn't matter and what actually drives value
Two firms. Same AUM. Same revenue. One sold for twice the other. The three reasons why.
Breakout Sessions
Breakout 1: Brian Smith - Foundational Income Associates
Insurance & Taxes - Fire & Ice or Ying & Yang
Where insurance products fit and how to educate clients away from wrong-fit products
Breakout 2: Darren Whissen - Invito Energy Partners
Using Alternatives to Cut Tax Bills
Breakout Sessions
Breakout 1: Brad Wooten, CPA
Stop Upsetting Your Client's CPA
Learn from a CPA...
Breakout 2: Robert Nordlander
Breakout 2: Robert Nordlander
Confessions of an IRS Auditor
Understanding IRS audits from the other side of the table. What to do and what to avoid.
Session 7
RaQuel Hopkins
The Gap Between Potential and Performance
Many high performers know what to do but struggle to consistently execute at the level they desire. This keynote examines the internal barriers that often stand between potential and results and offers frameworks to help advisors take action, build confidence, and perform at a higher level.
Session 7
RaQuel Hopkins
Session 8
Micah Shilanski, CFP® & Matthew Jarvis, CFP®
Session 8
Micah Shilanski, CFP® & Matthew Jarvis, CFP®
Why prospects (and clients) ignore your advice
The proven system for getting to "Yes!" vs "I'll think about it".
Wednesday 09-30-2026
Session 1
Matthew Jarvis, CFP® & Steven Jarvis, CPA
Tax Olympics - Only one Advisor can wear the crown
Who will be the 2026 Tax Olympics Champion? Compete against your peers for title of Tax Summit Olympian. Questions will include items from the conference, general tax planning knolwedge, some real zingers and voting by peers.
Session 2
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
Session 2
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
What will you actually implement?!?
We've all left conferences with dozens of ideas, none of which get implemented. Not here. Big ideas are worthless as only the ACTION you take counts. In this session you will work with your peers and our coaches to build your 6-week and 12-month action plans so that next year we can all high-five your success
Session 3
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
Session 3
Matthew Jarvis, CFP® Micah Shilanski, CFP® & Steven Jarvis, CPA
The Summit Welcome Reception
The Intersection of Taxes & Financial Planning - 7 things YOU are missing.
The seven most frequently missed tax strategies and how to get clients (and yourself) to implement them.
How to add $200M of AUM by helping your clients understand M&A
With Boomer entreprenuers retiring in waves, M&A is red hot across dozens of industries and the financial advisors advising clients in these deals are capturing assets 10x to 100x the size of 401k rollovers.
Tax Planning with a Team
How to train a team member to gather tax data (or any other process)
How to evaluate if the grass is greener at a different firm
Be it compliance around tax planning, technology, payout, benefits and/or growth, where is the best home for your practice?
Quarterly Tax Value Adds
If you do tax planning for clients, but they don't know about it, does it still count? (Nope). In this session learn how top advisors provided documented, personalized, actionable and systematized tax planning to clients following a Quarterly Value Add system.
Exactly What to Say® – The Magic Words for Influence and Impact
Quite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations. Words matter and understanding how you can use language to influence a conversation is certain to provide you a fair advantage in your challenging marketplace.
How to become (or find) a Tax-Wizard
Actual tax planning remains the ultimate value proposition for advisors. But how will you become (or find) a Tax-Wizard when you still have a practice to grow & run?!?
Roth Conversions and Your Clients - How to actually get people to take action
How to get clients to bite the bullet on paying taxes today vs waiting till tomorrow.
A Tale of Two... Practices: Why AUM doesn't matter and what actually drives value
Two firms. Same AUM. Same revenue. One sold for twice the other. The three reasons why.
Insurance & Taxes - Fire & Ice or Ying & Yang
Where insurance products fit and how to educate clients away from wrong-fit products
Using Alternatives to Cut Tax Bills
Is this a great investment, or not. Conducting due dilligence on alternatives offering tax benefits.
Stop Upsetting Your Client's CPA
Learn from a CPA...
Confessions of an IRS Auditor
Understanding IRS audits from the other side of the table. What to do and what to avoid.
The Gap Between Potential and Performance
Many high performers know what to do but struggle to consistently execute at the level they desire. This keynote examines the internal barriers that often stand between potential and results and offers frameworks to help advisors take action, build confidence, and perform at a higher level.
Why prospects (and clients) ignore your advice
The proven system for getting to "Yes!" vs "I'll think about it".
Tax Olympics - Only one Advisor can wear the crown
Who will be the 2026 Tax Olympics Champion? Compete against your peers for title of Tax Summit Olympian. Questions will include items from the conference, general tax planning knolwedge, some real zingers and voting by peers.
What will you actually implement?!?
We've all left conferences with dozens of ideas, none of which get implemented. Not here. Big ideas are worthless as only the ACTION you take counts. In this session you will work with your peers and our coaches to build your 6-week and 12-month action plans so that next year we can all high-five your success
Sharing Best Practices
Get the highlights what each of your peers learned, what they are going to implement and how they've overcome whatever constraints are holding back your business.
Get the highlights what each of your peers learned, what they are going to implement and how they've overcome whatever constraints are holding back your business
More expert-led sessions
Real-world tax and financial planning strategies and business moves you can actually use.
More elite advisors
Connect with top performers who take action, not notes.
More hands-on workshops
No theory, no fluff, just implementation that drives results.
The Questions Advisors Ask Most
Venue & Registration
Where is the event located?
THE SUMMIT 2026 will be held at The Scott Resort & Spa (4925 North Scottsdale Road, Scottsdale, AZ 85251).
A discounted room block is available for attendees.
What’s your refund policy?
100% refund if you cancel at least 60 days before the event start date.
50% refund for cancellations between 30 and 59 days before the event.
Tickets are transferable to another attendee up to 7 days before the event at no additional cost (written notice required).
Does this event sell out?
Every year. The 2026 event has a capped room size to maintain the intimacy required for real implementation. Register early.
Content & Value
Do I need to be good at taxes to attend?
No. THE SUMMIT is built for advisors who want to confidently integrate tax planning without becoming a CPA. You’ll learn simple, repeatable frameworks to use immediately.
Will I get CE credits for attending?
Yes. Full details will be released closer to the event, but CE is included. However, the value is the transformation: new processes, new confidence, new communication skills, and an implementation ready plan for your practice.
Is this right for new advisors?
Yes if you want to build your practice the right way from day one. The systems are designed to work whether you have 10 clients or 200.
Is this right for established advisors?
Yes especially if you're tired of bloated financial plans, inconsistent tax work, or operational chaos. You’ll learn how to simplify, systematize, and scale without burning out your team.
Is this right for established advisors?
Yes especially if you're tired of bloated financial plans, inconsistent tax work, or operational chaos. You’ll learn how to simplify, systematize, and scale without burning out your team.
Can I bring my team?
Yes. Your team will learn how to support tax first planning, communicate more effectively, optimize operations, and reduce the pressure on you as the advisor.
If you are ready to close the distance between where you are and where you should already be, this is your moment!
📅 September 27 - September 30, 2026 | 📍 The Scott Resort & Spa, AZ