Elevate Your Practice Twice as Fast!

Unleashing Excellence at the

National Tax Summit and Summit at Sea

Bundle and Save

Have the best of both worlds! Get your CE credits in August in Orlando, and learn how to take your business to the next level in October. Now that’s working smarter not harder. With this amazing deal you will save $300 and get all the amazing value of both events.

August 12-15, 2024

Orlando, FL

October 26-November 3, 2024

Mexican Riviera 7-Day Cruise

Mastering Tax Excellence:

A 4-Day Deep Dive into Law and Practice Management

Join us for a 4-day in-person tax conference that seamlessly blends technical tax law expertise with cutting-edge tax practice management strategies. This summit is your gateway to a wealth of knowledge from industry experts boasting over a century of combined experience.

What to Expect:

  • Expert Insights: Learn from seasoned professionals, gaining valuable insights into the latest tax laws and industry trends.

  • CE Credits: Earn Federal Tax CE credits to stay ahead in your


  • Business Management: Discover techniques to grow and manage your tax practice effectively.

  • Networking Opportunities: Connect with peers, ask questions to experts, and explore industry-specific resources and vendors.

Navigating Success:

A Seaside Retreat Infused

with Business Brilliance

Embark on an unforgettable adventure that seamlessly integrates business and pleasure. Our Seaside Retreat combines exotic ports of call, delectable cuisine, and moments of relaxation, all while delving into practice management topics that will catapult your business to new heights.

What to expect:

  • Expert Speakers: Engage with industry leaders delivering insights and strategies to fuel your tax practice's growth.

  • Interactive Workshops: Dive deep into hands-on workshops designed to enhance your practical skills.

  • Networking in Paradise: Connect with like-minded professionals while enjoying breathtaking surroundings.

  • Balancing Business and Leisure: Explore the perfect blend of professional development and rejuvenation.


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

What is the National Tax Summit?

The National Tax Summit is a premier 4-day in-person conference held in Orlando, offering a unique blend of technical tax law and practice management training. Industry experts with over a century of combined experience will share insights, providing attendees with a comprehensive understanding of the latest tax laws and effective business management techniques.

What does the Summit at Sea entail?

The Summit at Sea is a distinctive event that combines business and pleasure. Set sail on an unforgettable adventure, exploring exotic ports of call while delving deep into practice management topics. Expert speakers and interactive workshops offer valuable insights and strategies to elevate your tax practice. It's a unique opportunity to learn, network, and unwind in a breathtakingly beautiful setting.

Where can I keep up to date on topics and other information for the Summit?

Stay in the loop by joining our dedicated Facebook groups! These interactive communities are the primary hub for all things Summit-related. Connect with fellow attendees, explore room sharing opportunities, and receive real-time updates on topics, speakers, schedules, and essential details. It's not just an information resource; it's your go-to platform for building anticipation, understanding what to expect, and getting tips on how to make the most out of your Summit experience. Be part of the conversation and make your Summit journey even more enriching!

National Tax Summit

Summit at Sea

How many attendees should I expect?

We intentionally keep the National Tax Summit 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.

The Summit at Sea is expected to be approximately 50 people, including family/spouses. Not everyone will attend the learning sessions which will keep our group dynamic smaller and more inclusive.

What if I need to cancel?

Our cancellation policy for the National Tax Summit is as follows: 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. 

Our cancellation policy for the Summit at Sea is as follows: If written notice is given at least 60 days prior to the event date, we will refund your fee less a $175 service fee. If written notice is given within 30 days prior to the event date, there will be a $250 service fee. No refunds will be granted for cancellations received after 30 days prior to the event date. Room substitutions may be allowed based on cruise line policy. 

Can I make payments?

Yes. When purchasing the Bundle, you may make a $500 deposit and monthly payments (minimum payment $500) with entire balance due no later than <<< >>>. Our office will make payment arrangements directly with you once registration has been completed.

Can I attend both events?

Absolutely! We highly encourage attending both the National Tax Summit and Summit at Sea to maximize your learning and networking opportunities. Take advantage of our special bundle deal to save $300 and experience the best of both worlds.


What benefits come with the bundle deal?

The bundle deal allows you to attend both events at a discounted rate. You'll not only save $300 but also gain access to a comprehensive range of knowledge, from technical tax law to practice management insights. It's a unique chance to broaden your expertise and enhance your professional network.

How do I register for the bundle deal?

Registering for the bundle deal is easy! Simply click the registration button below. Follow the prompts to complete your registration and secure your spot at both events.

Will the topics be different at each event?

Yes, the primary focus of the National Tax Summit is technical training with the addition of practice management training. While some concepts during the practice management may be similar you will find the concentrated format and training to have a different impact on your business.

Are CE credits offered at both events?

The National Tax Summit will provide Federal Tax CE credits. Attendees can earn credits while gaining valuable knowledge and skills to stay ahead in the tax industry.

While the IRS currently doesn't offer Continuing Education (CE) credits for practice management topics, please note that the Summit at Sea will not provide CE credits. This unique approach affords you the opportunity to immerse yourself in transformative business knowledge, free from the typical constraints of continuing education requirements. It's a chance to focus on expanding your professional horizons without the formal credit structure.

Can I bring my team and/or family?

YES! The more the merrier!  Just send us an email at [email protected] and let us know who you want to bring and what events they will participate so we can set up the registration properly.

What will my spouse or family do why I'm in meetings?

National Tax Summit:
In Orlando, where the National Tax Summit takes place, your family can explore the nearby amusement parks, including Disney World, Sea World, and Universal Studios. Many of these parks offer partial day tickets, allowing attendees to join their families after meetings without paying full price.

Summit at Sea:
On the Summit at Sea, there's no shortage of fun for your family while you're in learning mode. The ship is packed with exciting activities, including [details on activities]. Our event is designed to provide ample time for family enjoyment, including three port days. Plus, the unique environment fosters connections between tax families, offering valuable perspectives and support in navigating the complexities of the industry. Who knows, your family and/or spouse might form bonds with others facing similar challenges in this dynamic industry!

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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.