August 20-21, 2026 | Cary, NC
VIEW THE AUGUST CLASS
ATTENDEE STORIES

Real Stories From Tax Academy Attendees

Hear directly from professionals who attended the Tax Academy, what surprised them, what they found practical, and how they brought the experience back to their practice or firm.

Brian Raleigh teaching Tax Academy attendees during an in-person workshop
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More Experiences From Academy Attendees

Explore additional attendee perspectives on business-owner strategy education, professional differentiation, and client conversations.

Business Owner Training

Learning the business owner strategies showed me opportunities that could make a major impact for me and the clients I serve.

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Differentiation

The Academy gave us a clear differentiator and helped make complex tax planning strategies easier to explain and apply.

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Client Value

The strategies helped me think differently about stacking tax planning concepts and creating more value for clients.

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Testimonials reflect individual attendee experiences and should not be interpreted as a guarantee of results, tax savings, business growth, or client outcomes.

AUGUST 20-21, 2026

See Whether the August Tax Academy Fits Your Practice

Review the August class details or submit a short application. The Raleigh team will review fit and availability, then provide registration, payment, logistics, and next-step information.

Built for advisors, CPAs, tax professionals, advisory firm leaders, and planning-focused teams.

Submitting an application starts a fit and logistics conversation. It does not automatically register you or reserve a seat. Applications are reviewed within one business day.