Advanced Tax Strategy Education for Advisors and CPAs
Learn a repeatable process for recognizing tax-sensitive planning opportunities, explaining complex decisions clearly, coordinating professional partners, and moving client cases toward implementation.
Tax-Sensitive Client Decisions Have Become a Sequencing and Coordination Problem
Clients are facing more complex decisions around retirement income, tax exposure, pre-tax assets, capital gains, business income, and timing. Advisors, CPAs, and tax-focused planning professionals who can translate strategy into coordinated action are positioned to become more valuable to clients and referral partners.
Americans turning 65 during the Peak 65 period
Combined IRA and defined contribution plan assets as of March 31, 2026
Of Social Security benefits may be included in taxable income, depending on income and filing status
Most Professionals Are Still Working in Silos. The Opportunity Is Coordinated Strategy.
Investment management and tax preparation are both valuable, but when they operate separately, clients can miss planning windows. High-value clients need advisors, CPAs, and professional partners who can coordinate around tax exposure, retirement income sequencing, business-owner planning, charitable strategy, major transactions, and implementation options.
Siloed Planning Model
A client experience where investment, tax, and legal conversations happen separately and often after major decisions are already made.
Coordinated Strategy Model
A client experience where advisors, CPAs, and professional partners identify planning windows earlier and coordinate next steps through a repeatable workflow.
The Academy is designed to help advisors and CPAs move from disconnected planning conversations to a more repeatable strategy, coordination, and implementation process.
Explore the ACADEMYWhat Academy Attendees Are Saying
Hear from professionals who have experienced the Academy and changed how they approach strategy, client conversations, and implementation.
I have spent six figures and countless days pursuing tax planning education across the country. What I learned in just a couple days with Brian Raleigh was different.
Learning the business owner strategies showed me opportunities that could make a major impact for me and the clients I serve.
The Academy gave us a clear differentiator and helped make complex tax planning strategies easier to explain and apply.
The strategies helped me think differently about stacking tax planning concepts and creating more value for clients.
Testimonials reflect individual attendee experiences and should not be interpreted as a guarantee of results, tax savings, business growth, or client outcomes.
Request Availability for an Upcoming Tax Academy Class
Class sizes are intentionally limited. Review the upcoming Academy windows, then request availability to confirm the best fit for your role, practice, or firm.
Built for advisors, CPAs, tax professionals, and planning-focused teams seeking advanced strategy education.
Raleigh Tax Academy Class
Class details, pricing, availability, and discounts should be confirmed directly with the Raleigh team before registration. The Academy is educational in nature and does not provide tax, legal, accounting, or investment advice.
Led by Practitioners Who Understand Strategy, Clients, and Implementation
The Tax Academy is led by a team with financial industry experience, advisor practice insight, tax strategy education, and operational support for a serious in-person learning experience.
The team helps connect strategy education, workshop flow, client-event observation, and implementation planning.
Brian Raleigh
Brian Raleigh has been in the financial industry since 1995. He is a published author and specializes in helping business owners understand effective tax strategy education and planning conversations.
Mikayla Raleigh, RICP®, CFP®
Mikayla brings financial industry experience, advisory knowledge, and a planning-focused perspective to the Academy experience.
Shaelyn Raleigh, RICP®
Shaelyn supports the Academy through coordination, marketing, operations, and the attendee experience.
The Tax Academy is educational in nature. Team credentials and experience are provided for background and should not be interpreted as tax, legal, accounting, or investment advice.
Common Questions Before You Apply
Review the most common questions about who the Academy is for, what is included, how registration works, and how the educational content should be used.
Class details, pricing, availability, and policies should be confirmed directly with the Raleigh team before registration.
See Whether the August Tax Academy Fits Your Practice
Submit a short application. The Raleigh team will review fit and class availability, then confirm tuition, logistics, registration, and next steps.
Submitting an application does not register you or reserve a seat. Applications are reviewed within one business day.
Educational Workshop. Independent Professional Review Required.
The Tax Academy provides professional education intended to support informed client conversations. It does not replace advice from a client’s own qualified professionals.
Educational Purpose
Examples, case studies, and strategy discussions are illustrative and depend on each client’s individual facts and circumstances.
Independent Review
Any strategy should be evaluated by the client’s independent tax, legal, accounting, and financial professionals before implementation.
Firm Status
Raleigh Tax Solutions, LLC, doing business as Raleigh Wealth University, is not a law firm, certified public accounting firm, or registered investment adviser.
Information presented through the Tax Academy does not constitute tax, legal, accounting, or investment advice. Attendees should consult their own qualified professionals before acting on any strategy, technique, case study, or educational concept discussed.