THE SUMMIT 2027
Build the 10-Year Tax Plan that
makes clients call you first
Your clients are going to make important financial decisions over the next 10 years. Some you'll know about in advance. Some you'll hear about after they've already been made. There's a very different opportunity available to the advisor who gets into the conversation before the decision rather than explaining the consequences afterward.
- The 10-Year Tax Plan framework - see where decisions start
- A process for starting pre-decision conversations sooner
- A repeatable way to make this part of every client relationship
SEPTEMBER 26-29, 2027 • SCOTTSDALE, ARIZONA; KIMPTON MIRALINA RESORT
THE PREMISE
The tax return is a receipt.
The plan is the decision.
Last year's return tells you what happened. But your clients aren't living their financial lives looking backward.
Too often, the client calls and says:
“Just wanted to let you know...”
Six words that can change everything. Once the decision has been made, the options may be different. Sometimes dramatically different.
THE QUESTION
What if you could get into more of
those conversations before the
decision?
Not because you can predict the future. Not because you know everything.
And certainly not because you need to become the expert on every tax
issue your clients will ever face.
But because you've built a better way to look ahead, to see what's coming,
ask the right questions sooner, and help clients think before they act.
IMAGINE HEARING THIS INSTEAD
“Before we do anything, let's call our
advisor.”
Before the business gets sold.
Before retirement begins.
Before the money moves.
Before the documents get signed.
They call you because you've caused them to think:
"This is something we should talk to our advisor about first."
THE SHIFT
You don't need to know everything.
You need to see it coming.
One of the traps in financial services is believing that becoming more
valuable requires becoming an expert in everything. It doesn't.
Recognize when there's an important
question.
Know when a decision deserves a deeper
conversation.
See where other expertise should be in the
room.
Look beyond what's sitting in front of you
today.
INTRODUCING
The 10-Year Tax Plan.
Not a prediction. A map.
Your clients' next ten years aren't completely unknowable. You already know quite a bit about what may be coming: retirement, a business transition, changes in income, family changes, an inheritance, major purchases or sales.
What should we be thinking about now?
Where might opportunities exist?
When should we start the conversation?
Who else needs to be involved?
Seeing further gives you something incredibly
valuable: time to have the conversation while choices still exist.
SEPTEMBER 26-29, 2027 • SCOTTSDALE, ARIZONA; KIMPTON MIRALINA RESORT
TO BE CLEAR
This isn't about becoming a tax preparer.
Tax touches many of the important financial decisions clients make.
So do investments, retirement, business ownership,
estate decisions, family, charitable giving and cash flow.
The client's financial life doesn't arrive in neat little categories.
Neither should the planning.
Your job is to help clients see how the pieces fit together and
recognize when a decision deserves attention before it's made.
A USEFUL MEASURE
Pick your top 10 clients.
Think about the ten relationships that matter most to your business. Now ask yourself:
How many of those clients consistently call
you before making a major financial decision?
Clients don't make that call simply because you know more facts.
They make it because they see you differently - they trust your judgment
and expect you to see things they might miss.
That's the position worth building.
HOW THE ROOM WORKS
THE SUMMIT is built around
doing the work.
Not another notebook full of ideas. Not 47 things you should probably
implement someday.
You'll learn a framework.
You'll apply it in the room.
You'll work through real situations.
You'll leave with a process started.
WHY ADVISORS CAME
Why advisors like you come to
THE SUMMIT
The proof isn't just that advisors enjoyed THE SUMMIT. It's that they went
home and used it.
Justin Waller
The atmosphere and the culture of this group are very forward-looking, proactive, and supportive. In no other conference have I talked with people about how to actually implement these things and to have colleagues that will call you out on it and make sure that you're doing the things that you need to do, taking action where needed and making things happen for your practice and your clients.
Leo Lesch
This conference gives a ton of value to my brand, my clients, and our company as a whole, given the tax planning strategies that we discussed today and the relationships. The advisors who are here are very willing to open the book, share their ideas with each other, and hold each other accountable and implement strategies and planning ideas when we go back home.
SEPTEMBER 26-29, 2027 • SCOTTSDALE, ARIZONA; KIMPTON MIRALINA RESORT
WHERE WE'RE GOING
You put tax at the center.
Now look farther ahead.
The SUMMIT 2026 challenged advisors to turn financial plans into action
with tax at the center. THE SUMMIT 2027 takes that work forward.
How do we see more of the opportunities before they become obvious?
Beyond this year's return. Beyond this year's meeting. Beyond the issue
the client brought us today.
This isn't THE SUMMIT 2026 repeated. It's the next piece of the work.
WHAT YOU'LL BUILD
What you'll build at THE SUMMIT 2027
THE 10 YEAR TAX PLAN
A practical framework for looking beyond what's happening today and identifying important financial events in a client's future. Not so you can predict the future – so you can prepare for the conversations.
THE OPPORTUNITY CALENDAR
Seeing something coming is one thing. Knowing when it deserves attention is another. Turn the longer view into a practical way to identify when it should be discussed – and when.
CLIENT CONVERSATION TOOLS
Ways to introduce forward-looking topics outside of review, ask better questions, and help clients think about decisions before they make them.
A PROCESS YOUR FIRM CAN REPEAT
The real leverage comes when looking ahead becomes part of how the firm serves clients – a process your team understands, that doesn't live inside one person's head.
SEPTEMBER 26-29, 2027 • SCOTTSDALE, ARIZONA; KIMPTON MIRALINA RESORT
THE DIFFERENCE
Don't leave with more to do.
Leave with the work started.
There's no shortage of information in financial services. There are
conferences for that. Books, podcasts and courses for that.
THE SUMMIT is built around a different question:
What will you actually use with clients?
"That was interesting."
"We're doing this."
WHO THIS ROOM IS FOR
This room is for advisors who want
to get the call first.
It's for the advisor who knows there's more value to provide than simply
reporting what happened and who wants to be part of the decisions that
shape what happens next.
You don't need to be the smartest technical person in the room. You do
need to be willing to look ahead, ask better questions, and involve the right
people.
THE SUMMIT 2027 is for the second one.
BRING YOUR TEAM
It starts becoming how the firm
works.
If looking ahead depends entirely on you, it's going to remain entirely
dependent on you. When your team understands the questions and the
process, it stops being something one advisor does.
WHO'S BEHIND IT
Built by people who work with
advisors doing this every day.
RETIREMENT TAX SERVICES | THE PERFECT RIA
THE SUMMIT brings together the practical experience, tools, conversations
and perspective advisors need to turn good intentions into action.
The goal isn't to impress you with complexity. It's to take important ideas
and make them usable with real clients, inside real firms, in conversations
that actually happen.
Steven Jarvis, CPA, MBA
Retirement Tax Services
Steven Jarvis, CEO and head CPA of Retirement Tax Services, partners with financial advisors to revolutionize tax strategies, combat IRS overpayments, and educate through publications and podcasts.
With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset.
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%.
Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS".
THE GUARANTEE
Use it with one client. That's our guarantee.
Within 90 days of THE SUMMIT 2027, use the 10-Year Tax Plan with one real client. Look ahead. Map what's coming. Identify where a conversation should happen sooner. Then have the conversation.
If the process doesn't surface a meaningful planning opportunity you otherwise would have missed, we'll refund your registration in full. We're not asking whether you liked THE SUMMIT - we're asking whether you used it.
RESERVE YOUR SEAT
You're already here.
So you get the first opportunity.
As a THE SUMMIT 2026 attendee, you can reserve your seat for 2027
before registration opens more broadly at the lowest price at which THE
SUMMIT 2027 will be offered.
EARLY ATTENDEE RATE
$1,592
Save $808 off the $2,400 standard rate.
INCLUDES
What your registration includes
Four days at THE SUMMIT 2027
Designed around learning, conversation, application and implementation.
The 10-Year Tax Plan
The exact framework for looking forward today and starting those conversations now.
The Opportunity Calendar
A process built for looking forward into action.
Client Conversation Tools
Ways to guide better conversations around the decisions that matter.
Implementation
Time and structure to begin doing the work while you're in the room.
Post-event support
(Post-event support • toolkits)
Only. 350 seats, hard cap.
FAQ
Frequently asked questions
Where is THE SUMMIT 2027?
September 26–29, 2027 in Scottsdale, AZ.
Why should I register now?
Because this is the lowest price the event will be offered at, and because the seats go to alumni before they go to anyone else. Registering now locks both.
Do I need to be a tax expert?
No. You don't need to be a CPA or know every rule. You'll learn to identify opportunities, ask better questions, and recognize when a situation needs deeper tax expertise.
What is the 10-Year Tax Plan?
A framework for looking past the current tax year to identify the financial and tax events likely to affect a client over the coming decade, then planning early, while options still exist.
What will I learn at THE SUMMIT 2027?
How to build and run a 10-Year Tax Plan with clients: identifying opportunities around Roth conversions, RMDs, charitable giving, retirement, capital gains, business transitions, and inheritances, and turning that into
Is this another tax conference?
No. It isn't about memorizing rules or sitting through presentations. It's built around implementation and real client conversations.
Is this right for newer advisors?
Yes. Building a tax-first process from the start is easier than retrofitting one later.
What about established advisors?
Yes. Especially if tax planning in your firm is currently inconsistent, reactive, or dependent on one or two people.
Can I bring my team?
Yes, and we'd encourage it. A process only becomes a process when more than one person can run it.
Who will be speaking?
Our lineup features industry veterans and top practitioners who implement these strategies daily.
THE CLOSE
Your clients' next 10 years are
already taking shape.
You don't know exactly what will happen. Neither do they. That's not the point.
You know decisions are coming. Changes are coming.
Opportunities are coming.
So don't try to predict the future. Get better at seeing it coming.
Become the advisor clients call
before they make the decision.
EARLY ATTENDEE RATE
$1,592
Save $808 off the $2,400 standard rate.