Turn Tax-Sensitive Client Decisions Into a Repeatable Advisor-CPA Process
For financial advisors, CPAs, tax professionals, and firm leaders who want to recognize planning windows earlier, explain complex choices clearly, coordinate qualified professionals, and bring a practical implementation process back to their practice or firm.
- Case-study workshops
- Live client-event observation
- Professional coordination framework
- Practice implementation plan
August 20-21, 2026
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.
Barry Watts
Is the August Academy the Right Fit?
The Academy is designed for professionals who want an implementation process, not isolated tax ideas or guaranteed outcomes.
A Strong Fit For
- Financial advisors serving retirement, business-owner, or high-net-worth clients
- Advisory firm owners
- Professionals seeking closer advisor-CPA coordination
- Teams looking for an implementation process rather than isolated ideas
- Professionals committed to coordinating with independent tax, legal, and accounting professionals.
Not the Intended Fit
- Consumers seeking personal tax advice
- Anyone expecting guaranteed tax savings, revenue, or client outcomes
- Anyone unwilling to coordinate with qualified professionals
What You Will Bring Back to Your Practice
The Academy connects education, case-study work, professional coordination, implementation planning, and three post-class check-in calls into a process attendees can adapt to their role and firm.
Recognition Framework
Identify tax-sensitive planning windows earlier.
Conversation Framework
Explain choices, tradeoffs, and next steps more clearly.
Coordination Framework
Organize advisor, CPA, attorney, and professional partner involvement.
Implementation Plan
Return with documented next steps, then refine them through three post-class check-in calls.
Three Check-In Calls to Help Put the Framework Into Practice
The Academy includes check-in calls at 2, 4, and 6 weeks after the class. Attendees may bring active, de-identified cases they are working on, and Brian Raleigh helps them apply the Academy framework, work through questions, and organize appropriate coordination and follow-up.
Early Application Check-In
Review early implementation questions and the first cases you are beginning to evaluate.
Active Case Review
Work through active case questions and apply the recognition, conversation, and coordination frameworks.
Follow-Up and Next Steps
Review progress, clarify remaining questions, and organize follow-up and professional coordination.
Post-class case discussions are educational and do not constitute tax, legal, accounting, or investment advice. Any strategy should be reviewed with the client’s independent qualified professionals before implementation.
Two Days of Strategy, Case Studies, and Implementation
The August Academy combines professional education, guided discussion, case-study work, live client-event observation, and practice implementation planning.
Strategy Foundations and Client-Event Observation
- Academy orientation and strategy foundations
- Advanced tax-strategy education
- Guest instruction
- Q&A and guided discussion
- Case-study workshop
- Live client-event observation
- Dinner
Business-Owner Strategy and Practice Implementation
- Day One recap
- Business-owner planning concepts
- Case-study application
- Practice-model discussion
- Implementation planning
- Next-step coordination
What Other Academy Attendees Are Saying
Hear how other professionals describe the Academy's education, differentiation, client value, and implementation process.
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 do not guarantee tax savings, practice growth, revenue, or client outcomes.
Dates, Location, Tuition, and Logistics
Review the schedule, location, tuition, and what is included before submitting your application.
August 20-21, 2026
For advisors, CPAs, tax professionals, and planning-focused teams
Ask about select session discounts.
Cancellations made at least 14 days before the event receive a full refund. After that, no refunds are issued, but registration may be transferred to another attendee. Confirm final class details, availability, pricing, and registration terms with the Raleigh team before payment.
Questions Before You Apply
Review the most common questions about fit, tuition, logistics, registration, and how the educational content should be used.
See Whether the August Academy Fits Your Practice
Complete the application and the Raleigh team will follow up to discuss fit, class availability, tuition, logistics, and registration. The Raleigh team reviews applications within one business day.
Submit your August application.
The Raleigh team reviews fit and class availability.
If accepted, you receive registration and payment instructions.
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 is not a law firm, certified public accounting firm, or registered investment adviser. The Academy does not provide tax, legal, accounting, or investment advice.
Examples and attendee experiences do not guarantee tax savings, revenue, practice growth, client decisions, or other outcomes.