REVAMPED and
BETTER THAN EVER!
July 8 - 10, 2025
San Diego, CA
Are you ready to transform your tax practice and achieve unparalleled success?
The National Tax Summit provides a unique blend of technical tax law and tax practice management training that you won't find anywhere else.
You'll learn from experts with over a century of combined knowledge and experience in what is takes to make your business successful. Now imagine how this will change not just your business - but your entire life!
Let us show you how much better life can be by implementing the things we teach you at the National Tax Summit. We keep class sizes small so get your ticket early and save!
Each year, we carefully select our topics based on the challenges and trends that tax professionals like you are currently facing.
2025 TOPICS
COMING SOON
In the meantime, here are some topics that we have taught in the past:
Fundamentals of Navigating K-1 Forms
Short-Term Rental Taxation 101
Unlocking Education Tax Benefits
Inheritance Tax Essentials
Compliance Check: A Guide to Preparer Due Diligence
Retirement Plans for Small Businesses
Yours, Mine, Ours: Tax Implications of Divorce
S-Corp Line-by-Line
Form 1095-A: Accurate Reporting and Reconciliation
CFO Advisory Services
Correcting Depreciation on Form 3115
1031 Exchange
Sch C line by line & case study
Understanding Trusts & Trust Filings
Schedule E From Beginning to End
BRING YOUR TEAM
To maintain an intimate and impactful experience, we are limiting attendance. Don't miss out on this opportunity to revolutionize your tax practice.
Do you have an admin or partner or family member that works with you?
Do you want them to be on the same page in business?
Do you want them to have the practice management tools without sitting thru the technical training?
We have taken all of the practice management training and put it into Day 2 and Day 3 of classes so only attend the topics that apply to them.
They will get fed - both the brains and their bellies - on Monday and the rest of the time is theirs.
They will get their own manual to take notes and bring home with them.
They will learn valuable tools to help them manage clients and ensure your practice is more efficient, effective and profitable.
They will leave with a better understanding of how to manage and eliminate the seasonal fluctuations to create a year-round thriving practice.
$397/team member
Join us for an invigorating 3-day experience designed exclusively for tax professionals eager to elevate their business. This isn't your typical tax conference—it's a dynamic journey into the heart of effective practice management and cutting-edge tax law insights.
WHAT TO EXPECT:
Day 1: Tax Law Mastery (CE Credits Available!)
Dive deep into the most pressing tax law challenges of today. Our expert-led sessions are curated from real-world issues faced by professionals like you, ensuring relevance and immediate applicability.
Day 2: Practice Management Excellence
Unlock the secrets to building a thriving, year-round practice. From client acquisition strategies to efficient workflow systems, gain actionable insights that will set you apart in the industry.
Day 3: Interactive Problem-Solving & Networking
Morning: Participate in hot seat sessions where we'll tackle your specific challenges head-on. Learn from personalized coaching and the shared experiences of your peers.
Afternoon: Experience a quintessential San Diego beach day! Enjoy authentic Mexican cuisine from a local taco truck while networking with fellow professionals in a relaxed, sun-soaked setting.
WHY ATTEND?
Tailored Learning: Our content is shaped by the current needs and challenges of tax professionals, ensuring you receive practical and impactful knowledge.
Expert Access: Engage directly with industry leaders and get your pressing questions answered.
Comprehensive Resources: Receive a binder filled with session handouts, serving as a valuable reference throughout the year.
Exclusive Networking: Build meaningful connections during our unique beach networking event.
Limited Seats Available
Secure Yours Today!
ONLY $697
WHAT ATTENDEES HAVE TO SAY
What an awesome opportunity to gain a wealth of knowledge in order to grow and expand my business. Beyond 415 National Tax Summit Demi Woodson and her team have done an amazing job at giving us the information needed to grow our practice.
They took all of the difficult to understand IRS lingo and broke it down into practical information we can take back and easily implement.
17 years in the industry and I felt as if I needed help to take my practice to the next level. I got what I needed this week!
If you missed this year, be sure not to miss out on next year's summit! I'll be there!
Raquel F.
The conference was well worth the money. The topics were relevant and I appreciate being among likeminded people.
I came back with newfound confidence. I also came back with tips and tactics to run a better business. The lessons learned were invaluable. The hospitality and food were over the top.
It strengthened my knowledge in various topics, gave me structure where I had none in my business, gave me a confidence boost, and I met some amazing individuals who are friends for life that I could ask for anything pertaining to business. It takes a village and we definitely feed off of each other.
I can't wait until next year.
Marie P.
Frequently Asked Questions
Did you used to have an event in Orlando?
Yes, we previously hosted the National Tax Summit in both Orlando and San Diego. However, due to health issues within our team, some key members are no longer able to travel, and we’ve made the decision to host the event exclusively in San Diego. This allows us to provide the highest-quality experience while keeping our expert-led training and hands-on approach intact.
Where can I keep up to date on topics and other information for the Summit?
Join our Facebook group where you can connect to other attendees, find room sharing opportunities and keep up-to-date with Summit details.
https://www.facebook.com/groups/beyond415nationaltaxsummit
How many attendees should I expect?
We intentionally keep the events to 50 or fewer attendees to allow you the ability to connect to other tax professionals and ask questions that will help you get clarity that will move your business to the next level.
What if I need to cancel?
If written notice is given at least 60 days prior to the event date, we will refund your fee less a $100 service fee. If written notice is given within 15 days prior to the event date, there will be a $250 service fee. No refunds will be granted for cancellations received after 15 days prior to the event date.
What is the daily schedule like?
We will start each day at 8am with check in and breakfast. We will have breaks in between each session to allow for plenty of time to stretch your legs, use the restroom and network with sponsors and attendees. Each day will wrap up around 6pm.
Can I bring non-tax preparers with me?
Yes! This event is NOT for do-it-yourself preparers, however, you may bring your team members even if they do not have a PTIN.
Would my admin team benefit from attending?
Absolutely! A successful tax practice isn’t just about tax law—it’s about efficient operations, client management, and streamlined workflows. That’s why we’ve dedicated an entire day to practice management training designed to help your admin team master the tools and strategies needed to keep your office running smoothly.
Is there a limit to how many people I can bring?
No, bring your entire team! Just send us an email at
and we'll send you the link to purchase additional tickets.
Will session materials be available after the Summit?
Absolutely! Attendees will receive a comprehensive binder with handouts and materials from the tax law sessions on Day 1, serving as a valuable reference throughout the year. There are no handouts for the practice management sessions on Day 2, but we will provide note paper so you can take extensive notes and capture key insights to implement in your business.
Where is the Summit being held?
This year the Summit will be hosted by The Handlery Hotel. The Handlery Hotel is located at 950 Hotel Circle N and central to all that San Diego has to offer.
Where should I stay when I come to the Summit?
Our discounted room rate is now available at $189.00 per night. Guest room rates do not include local taxes and fees, currently 12.7%.
Group rates are available three (3) days prior to or three (3) days following your group dates, based upon hotel availability.
Call reservations at 619-298-0511 and provide the reservation #551232. The Reservations department is currently open 7 days a week from 9am-5pm PST.
What should I bring to the Summit?
Bring your preferred note-taking materials, and a light sweater or jacket for the meeting rooms. Don't forget beach attire for the networking party if you plan to enjoy the sand and sun!
What is the dress code for the meetings?
Business casual is perfect for the sessions—think
comfortable yet professional. Keep in mind that conference rooms can get chilly, so we recommend dressing in layers
to stay comfortable throughout the day. A light sweater or jacket is a great idea so you can focus on learning without distractions.
What is the dress code for the Beachside Networking Party?
Come comfortable and ready to have fun! This is a laid-back San Diego beach day, so wear whatever makes you feel relaxed— shorts, sundresses, flip-flops, or even a bathing suit if you want to dip your toes (or take a swim)! And if the music moves you, DJ Schnacks will be spinning some great tunes, so bring your best vibes and get your groove on!
Do I need a car?
No, a car isn’t necessary! The event is hosted at a hotel, making it easy to stay on-site for the Summit. Uber and other rideshare services are plentiful and easily accessible in San Diego, so getting around is simple.
For our Beachside Networking Party, we’ve got you covered—we’ll be providing transportation to and from the event, so you can focus on networking and having a great time without worrying about logistics!
How much is parking?
Overnight parking has been discounted at $20.00/ per car, with in and out privileges.
If you are local or staying at another location, parking is $5.00/per car/per day.
Can I bring my team/family to the Beach Party?
YES! The more the merrier! Tickets are just $147 to cover the cost of the event. Just send us an email at [email protected] and we'll send you the link to purchase additional tickets.
Make sure you join our mailing list so be among the first to get more details!
Whether you are a seasoned tax professional or just starting out, the National Tax Summit is the perfect place to gain valuable knowledge, network with like-minded individuals, and take your practice to the next level. don’t miss this opportunity to invest in your business and your future. Register today and get ready to transform your practice!
All the information within this site is copyrighted material and any reproduction or sharing of content without permission is prohibited.
Privacy Policy
San Diego, CA
© 2018 - 2024 Beyond 4/15 Tax Coaching. All Rights Reserved
All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited
Privacy Policy
San Diego, CA
Privacy Policy
San Diego, CA
2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.