Not your typical tax conference!

August 12 - 15, 2024

Orlando, FL

Are you ready for a change?

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.

Get ready to gain fresh perspectives and practical strategies on: 

  • Advanced tax planning techniques

  • Practice management strategies for growth and profitability 

  • Navigating complex tax regulations and compliance 

  • Effective client communication and relationship building 

  • Leveraging technology for efficiency and productivity 

  • Business development and marketing strategies 

  • Personal and professional development for success

Our coaches have decades of expertise in the tax industry and cover tax law topics such as:

  • Schedule C Line-by-Line 

  • S-Corps Line-by-Line 

  • Depreciation Reconstruction & Recapture 

  • Tax Planning 

  • Dispositions

  • Crypto Currency 

  • Data Security 

  • Due Diligence 

  • Brokerage Statements 

  • Partnerships 

  • Entity Selection

  • Basis Reconstruction 

  • Community Property 

  • Innocent Spouse

  • Injured Spouse 

  • Tax Resolution 

  • Fiduciary Taxes 

  • Schedule E

  • and more!

Special Discount

Save $100

Use Code: NTS24EB

Expires July 31, 2024

There is SO much more to running a tax practice than understanding tax law. At the National Tax Summit we teach the skills necessary to growing and running a successful practice, such as:

  • Effective client relationship management

  • Time and workload management strategies

  • Leveraging technology for efficiency

  • Client acquisition and retention techniques

  • Handling seasonal variations in workload

  • Marketing and branding your tax practice

  • Financial management and budgeting

  • Setting and achieving business goals

  • Tax practice expansion and scalability

  • Succession planning and exit strategies

We have taken our decades of experience and created the BEST tax conference in the country! 

Some of the unique benefits of attending the Beyond 415 National Tax Summit:

  • Over 20 hours of Federal Tax CE credits

  • Business management and growth techniques

  • Direct access to experts to ask questions

  • Binder with all handouts to use as a reference manual all year long

  • Industry specific resources and vendors

  • Catered continental breakfast, lunch and afternoon snacks

  • VIP Networking Pool Party to connect and celebrate

BRING YOUR TEAM

  • 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 the first day 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.

Double the discount,

double the education,

double the FUN!

Save $300 when you register for BOTH the National Tax Summit AND the Summit at Sea

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 San Diego?

Yes, but we made the tough decision to have the NTS in only one location since we are launching our Summit at Sea in 2024. Orlando is less expensive and more convenient for

MOST of our attendees.

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 100 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 $75 service fee. If written notice is given within 15 days prior to the event date, there will be a $150 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 30 minute 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! We will be including techniques for office management throughout the entire event AND we're including a FULL day on Running a Tax Office!

Is there a limit to how many people I can bring?

No, bring your entire team! Just send us an email at [email protected] and we'll send you the link to purchase additional tickets.

Where is the Summit being held?

Embassy Suites Orlando 8978 International Drive, Orlando, FL 32819

Where should I stay when I come to the Summit?

Here is the link for discounted rooms at the Embassy Suites. Rooms are only $99/night and NO RESORT FEES!


hilton.com/en/attend-my-event/mcoores-90f-7405b09c-a844-4337-85c2-59789fed5739/

What is the dress code for the VIP Networking Party?

This year we have changed the Glitz & Glamour theme to a Luau themed indoor pool party. Where your Hawaiian gear, bathing suits, shorts, flips flops...whatever is comfortable. This will be a casual environment to unwind and connect with your fellow attendees! DJ Schnacks will be spinning some great music so you can get your groove on if the music moves you.


Will you feed us at the VIP Networking Party?

Absolutely! This year we will be serving a full dinner - backyard BBQ style. Bring your appetites.

Can I bring my team/family to the VIP Party?

YES! The more the merrier!  Just send us an email at [email protected] and we'll send you the link to purchase additional tickets.

What is Summit at Sea?

Coming Summer 2025 - The Summit at Sea is a unique and transformative event where tax professionals come together to immerse themselves in a combination of business and personal development. Set sail on an unforgettable journey filled with engaging workshops, inspiring keynote speakers, valuable networking opportunities, and the chance to relax and enjoy the beautiful surroundings. Join us onboard for a one-of-a-kind experience that will elevate your skills, expand your network, and create lasting memories.

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!

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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

Contact Us

(858) 277-8780

[email protected]

Contact Us

(858) 277-8780

[email protected]

Privacy Policy

San Diego, CA

Privacy Policy

San Diego, CA

2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.