The tax industry
needs to change.
DECEMBER 4-7, PHOENIX AZ
You've never been to a
Tax & Legal conference
like this before.
Join us for 3 full days of powerful insights & cutting-edge strategies that will help you scale your practice, and save your clients millions… with the #1 tax & legal expert in the country, Mark J. Kohler!
It’s not easy being a tax professional…
47% of CPAs in small firms have trouble attracting and retaining clients.
50% of tax professionals are working 80+ hour weeks and earning $70k per year.
68% struggle to understand overly complex compliance issues.
78% report burnout due to long hours and overwhelming workload.
Broken. Burned out. Stressed out.
These are the words used to describe the tax industry and those who work in it. As a tax professional, you could be prospering with higher earnings, better clients, and greater work/life balance… and that’s just for starters. Change is possible, and we’re going to teach you how to achieve success beyond tax season!
It’s time to bring life
back to taxes.
The tax industry may be broken, but you don’t need to let it break you. There’s a better way to do what you love, and balance your personal and professional life. We’re going to show you how.
CE Credits
Speakers
Sessions
Casino Night
Topics
Denim & Diamonds Party
“… understanding tax advisory, it’s been better. It’s much easier. Mind you, I still have tax returns that I have to do, but I’m not stressed like I used to be.”
DIVA MEJIAS
CERTIFIED MAIN STREET TAX PRO
Choose your path to Tax Mastery.
No matter where you are in your career, Tax & Legal 360 offers a flexible and tailored experience for everyone. Whether you’re a seasoned pro or just getting started, you’ll have the ability to choose the path that’s right for you and your career goals—through three focused tracks:
TRACK 1
Building a Tax Advisory & Consulting Practice
Scale, streamline, and systemize your advisory business.
Turn compliance clients into year-round advisory opportunities while mastering operational efficiencies for sustainable growth. This track covers pricing, hiring, marketing, and client engagement essentials to help you build a practice you love.
WHAT YOU’LL LEARN:
- Crafting solid engagement letters and pricing models.
- Transforming compliance clients into year-round partners.
- Marketing strategies that drive consistent growth.
- Recruiting and training the right team to scale your business.
- Bonus: A Power Checklist for the ultimate year-end tax planning session.
TRACK 2
Tax and Legal Foundations: Core Strategies for All Levels
Master the fundamentals that drive financial success.
Perfect for business owners and advisors, this track delivers essential insights on asset protection, tax planning, estate strategies, and IRS compliance.
WHAT YOU’LL LEARN:
- Unlock estate planning with Revocable Living Trusts.
- Maximize retirement savings through Solo 401(k) plans.
- Real estate strategies: Short-term, long-term, and self-rentals.
- Learn asset protection that actually works.
- Navigate IRS resolution with confidence and ease.
TRACK 3
Advanced Insights: Unlock Complex Tax Strategies
Top-tier strategies for high-value clients.
Designed for experienced professionals, this track offers in-depth guidance on prime tax strategies, entity structuring, and payroll solutions. Gain the insights needed to handle complex business scenarios with confidence.
WHAT YOU’LL LEARN:
- Report multi-entity structures with Forms 1065 & 1120S.
- Maximize tax savings using Bonus Depreciation & Section 179.
- Seamlessly relocate clients to tax-free states.
- Navigate business sales and acquisitions smoothly.
- Use 105 Plans to save clients on healthcare costs.
The Scott Resort
Phoenix, AZ
December 4-7
Everything kicks off December 4th at 6 PM with a Welcome Reception, followed by food & fun mixed in between sessions for three straight days. Find your seat and come join your tribe!
Forget what you know about boring conferences and CE.
No more boring Tax conferences! The Tax & Legal 360 event is where Tax professionals, CPAs, Lawyers, Financial Advisors and Enrolled Agents from across the country converge to sharpen their skills, build lasting relationships, and gain actionable CE you can immediately apply to your practice.
Plus, the CE you’ll earn isn’t just theoretical—it’s practical knowledge that helps you grow your practice and strengthen rapport with clients.
And unlike other conferences, Tax & Legal 360 is NOT a trade show packed with hard-sells and pitches. We’re here to learn, earn, and grow together…PERIOD!
You’re in control of your learning experience—explore the sessions and topics that matter most to you, making sure your time here fits your goals and interests perfectly.
MAKE 360 UNFORGETTABLE... AS A VIP
The magic happens when doors open and red carpets unroll… just for you. At Tax & Legal 360, VIP stands for Very Important Perks, as well as people.
VIP Dinner with
Mark Kohler and Speakers
Join Mark Kohler, speakers, and VIP guests for an exclusive dinner event during the casino night for VIP ticket holders only.
High Stakes, High Access
Go all in at Casino Night (for VIPs Only), then take your time to chat, snap photos, and get those autographs.
VIP Gifts & Swag
Walk away with exclusive merch that will help you relive this event long after the lights go down.
The Best Seat in the House
VIP seating and front-row access to every event.
Imagine loving tax season.
By investing in new skills, new connections, and a new outlook, your career can be everything you want it to be. But don’t take our word for it.
Sponsors
Tickets now available!
What you get:
Tax Strategies
30+ Topics & 40+ Sessions
3-Month Access to Recordings of All Sessions
Welcome Reception
Denim & Diamonds Party
6-month Access to Recordings of All Sessions
Daily Lunch in Networking Room
Casino Night (VIPs ONLY)
Front-Row Priority Seating (VIPs ONLY)
What you get:
3 Days of Cutting-Edge Tax Strategies
30+ Topics & 40+ Sessions
3-Month Access to Recordings of All Sessions
Can't be there in person?
No problem! Purchase your virtual ticket and get a front row seat to all the fun from anywhere in the world.
- Live Chat Q&A hosted by Tax Attorneys
- 3 Days of Cutting-Edge Tax Strategies
- 3-Month Access to Recordings of All Sessions
- 30+ Topics | 40+ Sessions
With 10,000 consultations and 25 years in the industry, here’s what we know…
- Tax professionals are overworked and underpaid.
- Clients are drowning in tax bills.
- Tax Professionals need access to resources that will save clients more money.
- CPAs need a support network for confidence in executing client strategies.
- The world needs more accountants and less IRS agents.
- There’s a BETTER WAY to do what you love.
When you come to Tax & Legal 360 you will experience...
Mark J. Kohler
Led by the renowned leader, speaker and influencer, Mark J. Kohler, Tax & Legal 360 is a powerhouse gathering where professionals converge to get an in-depth, panoramic view of the tax sphere’s most impactful topics… and have a blast doing it! This is where knowledge is gained, relationships are forged, and change is possible.
Insights to 3x Your Business
Learn how to scale your practice by implementing powerful tax-saving strategies that clients can’t ignore. You’ll have the confidence to charge higher fees and build lasting relationships. The more you know, the faster you grow…and the more your clients save.
Elite Tax Strategies to Withstand Any Economy
Learn the same powerful tax tactics used by the top 1%. Empower yourself with advanced strategies that can help your clients minimize taxes and maximize wealth, no matter the financial/tax landscape.
A Powerhouse Community of Professionals
This event is a community—a tight-knit group of professionals with expertise in every corner of the tax world. When you don’t know the answer to a tax and legal question, you’ll now have a network of colleagues to turn to, helping you feel supported and empowered. Imagine having a team of experts in the palm of your hand , ready to help you grow and sharpen your skills.
Before Tax & Legal 360
We surveyed our members, and they said prior to Tax & Legal 360 they…
- Lacked confidence
- Lacked business structure
- Questioned their credibility with clients
- Were bored with their profession
- Felt alone on an island of uncertainty
After Tax & Legal 360
Those who attend will leave with newfound confidence and support from a community of like-minded professionals who are dedicated to success.
Gone are the days of feeling uncertain or questioning your expertise. You’ll have the tools to implement powerful strategies that set you apart from others in the field. Plus, the connections you make will ensure you never feel alone again.
Bottom Line: Tax & Legal 360 refreshes your outlook on the tax industry and provides you with a lasting support system that will help you succeed in 2025… and beyond!
“I’ve always been a tax professional that’s looking for ways to help my clients… there aren’t very many trainings out there that encourage you to look for these alternative ways to save.”
COLLEEN SAWATZKY
CERTIFIED MAIN STREET TAX PRO
Taxes don't have to be boring... We have fun too.
Just because we’re tax and legal professionals doesn’t mean we don’t know how to have fun. We work hard… and play harder!
But it’s more than just about having fun—it’s about making lasting connections. This is your opportunity to network with industry leaders. CPAs, Enrolled Agents, Financial Planners and Attorneys will find the valuable connections and friendships they’ve been looking for at Tax & Legal 360.
Exchanging ideas over cocktails, sharing laughs at the poker table, or busting a move on the dance floor, you’ll be creating relationships that go beyond the classroom.
