FOR THE ADVISOR CLIENTS CHASE, 
AND THE FIRM NO ONE CAN COMPETE WITH
THE SUMMIT 2026
BIGGER & BETTER THAN EVER BEFORE!
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ABOUT THE SUMMIT 2026

This isn’t another tax theory conference.
This is where top advisors come to master smarter planning, scalable systems, and tax strategies that actually work.

Built by real advisors and elite tax pros, THE SUMMIT 2026 delivers everything you need to grow a firm clients chase, not just tolerate.

You’ll walk away with clarity, confidence, and a practice your competitors can’t match.

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 and 59 days before the event will receive a 50% refund.

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.

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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.

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