WHY ATTEND
Great Speakers
Gain valuable insights from industry leaders on the latest tax laws and strategies to grow your business.
New people
Meet fresh faces, exchange ideas, and grow your network to drive business transformation
CE Credits
Earn up to 6 Continuing Education Credits while staying updated with industry knowledge
exhibitors
Discover innovative solutions from leading exhibitors to keep your business ahead of the curve
entertainment
Relax and enjoy great entertainment while networking with peers after a day of learning.
& so much more!
Beyond speakers and exhibitors, experience a wealth of opportunities to expand your knowledge, grow your network, and elevate your business.
PLAN YOUR STAY
SOUTHWEST AIRLINES
Southwest® is a preferred carrier for Tax Pro Success Fest 2024!
OUR SPEAKERS
Weston Hill
Owner of The Tax Bizz
CARLOS LOPEZ, EA
Owner of Latino Tax Pro
ANDRES SANTOS, EA
Lopez Tax Service ITIN Program Manager
EVETTE DAVID, IRS
Senior Stakeholder Liaison
AUDREY JACKSON
Owner of LAT Financial Group & Tax IQ Academy
DR. AMBREA LACY
Owner of iTax Solutions
DR. ROSIE THOMAS
Owner of Thomas Financial
JOANNA SINBANDIT
KIMBERLY SHANNON
Micheal Valbrun, cpa
Owner of Valbrun Group
LASASHA DURDIN
MOZELLA DIXON
PINKY BURKS
Owner of Pink Print Tax Services
Warneshia Vann
Owner of Right Choice Experts
QUE KIMBROUGH
Quintella Graham
SHAMBRA SCOTT
Candace Hill
Owner of The Tax Advisor and Associates
Josie Walton-Harris, Esq
Tax Attorney
Dr. Tiffany Thrasher
Jeremy Wells, EA, CPA
COO of Steadfast Bookkeeping
SCHEDULE
- FRIDAY NOVEMBER 1, 2024
- SATURDAY NOVEMBER 2, 2024
Agenda for Tax Pro Success FEST 2024 – Nov 1
| Topic | Date | Start | End |
|---|---|---|---|
| Set Up | 11/1/2024 | TBD | TBD |
| Networking Mixer (TBD) | 11/1/2024 | 6:00pm | 8:00pm |
Agenda for Tax Pro Success FEST 2024
| Topic | Date | Start | End |
|---|---|---|---|
| Registration/Coffee | 11/2/2024 | 7:00am | 8:00am |
| Due Diligence – Evette David, IRS | 11/2/2024 | 8:00am | 8:50am |
| Which Entity is Best for YOU? – Fernando Juarez, Tax Attorney | 11/2/2024 | 9:00am | 9:50am |
| Morning Exhibitor Break | 11/2/2024 | 9:50am | 10:10am |
| Refundable Credits – Evette David, IRS | 11/2/2024 | 10:10am | 11:00am |
| Schedule C and Depreciation – Jeremy Wells, EA, CPA | 11/2/2024 | 11:10am | 12:00pm |
| Lunch Break | 11/2/2024 | 12:00pm | 1:00pm |
| How to survive an EITC Audit – Andres Santos, EA | 11/2/2024 | 1:00pm | 1:50pm |
| Understanding the 1040 – Jeremy Wells, EA, CPA | 11/2/2024 | 2:00pm | 2:50pm |
| Afternoon Exhibitor Break | 11/2/2024 | 2:50pm | 3:10pm |
| Panel Discussion – Marketing, Growing your Business, Customer Service, Systems and Processing | 11/2/2024 | 3:10pm | 5:00pm |
| Networking Mixer – No Host Bar | 11/2/2024 | 5:00pm | 7:00pm |
Select Your Package
CTA WORDING HERE
Package Features
- Tax Pros Success Fest access on Nov 2nd
- Access to Saturday Mixer
- Event Bag
Package Features
- Tax Pros Success Fest access Friday- Saturday
- VIP private event Friday access
- Meet and Network with Speakers
- Meet and Network with Vendors
- VIP Front seating Saturday
- VIP Name Badge
- VIP Event Entry
- VIP Entry to Saturday Mixer
- VIP Event Bag
Package Features
- Tax Pros Success Fest access on Nov 2nd
- Access to Saturday Mixer
- Event Bag
