TaxCoach FALL CLASSIC: MORE THAN JUST A MEETING

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1 Bobby Deal Dreamstime.com TaxCoach FALL CLASSIC: MORE THAN JUST A MEETING SEPTEMBER 21-23, 2011 Bruce Bennett - Fotolia.com

2 TaxCoach Fall Classic: More Than Just a Meeting If you ve been part of the TaxCoach family for any time now, you know that TaxCoach is more than just tax planning software. It s a complete system for selling and fulfilling lucrative tax-planning engagements. You also know that meetings are an important part of the value we deliver. With Boot Camp, regional Roundtables, two national SuperTables, and last year s Member Appreciation Event, we ve given creative, dynamic tax professionals a place to belong. We ve hosted 15 live events now. We ve learned a lot about delivering expertise that keeps members coming back for more. But we ve done something more important than just deliver great information. We ve created a community. We ve brought together a family of proactive tax professionals, working together to support each other in changing the way we present and deliver value to our clients. Bruce Bennett - Fotolia.com We ve got a lot to say about building a planning-oriented tax practice. We ve learned more than we could have imagined as we ve worked with hundreds of TaxCoach members over the years. But there s just no substitute for learning from your peers and seeing firsthand just how to make the TaxCoach system work. It s one thing for Ed Lyon to tell you how to work a networking group. It s another thing entirely to see Pam Burns, a CPA and CTC from Gainesville, stand up and tell how she went from zero to 186 clients in six months using those same strategies. TaxCoach gives you a place to belong. A place to surround yourself with people who ve succeeded at building the business of their dreams. A place to share best practices with people who want to see you succeed, too. And a place where you can share your own triumphs and show off your own success. Now we re inviting you to join us for the next great TaxCoach event our 2011 Fall Classic, live from the Planet Hollywood Casino and Resort, in the heart of the Las Vegas Strip! We re anticipating the biggest gathering of TaxCoach members ever. If you re a newbie, you can look forward to meeting dozens of like-minded professionals and learning something from every single one of them. If you re a veteran, you ll re-connect with your TaxCoach friends from all over. Either way, when you cash in your chips at the end of the event, you ll leave with a wallet full of practice-building ideas to put to work as soon as you get home. It is like a family reunion - TaxCoach is my extended family. Kim Bey, CPA, CTC Washington, DC Interaction with other TaxCoach Members was the most valuable part of the experience. Trent Arnold, CTC Aiken, SC I have found a home of like minded individuals. Jeffrey D. Harmon Columbia, SC

3 Wednesday: Bonus Day Newbies: Orientation Day If you re new to TaxCoach, here s an intensive one-day boot camp dedicated to marketing and fulfilling lucrative taxplanning engagements. You ll learn: Seven secrets to charging premium fees and making them stick How to sell tax-planning services How to deliver tax-planning services How to build the business you ve always wanted OR Certified Tax Coaches: Reunion CTC members, your Wednesday is a CTC-only reunion with three workshops to help take your business to the next level: Beat the House: using tax projection software to uncover savings Let it Ride: Putting your office on auto-pilot with systems and take vacations during tax season What Happens in Vegas Stays in Vegas: Role-playing clinic to close more engagements Thursday Morning: Pricing Update Pricing is always one of the most popular topics at TaxCoach meetings. When Keith and I launched TaxCoach back in 2005, it was a struggle to convince members they could actually charge for tax planning. Now we routinely see members charging five figures for a single plan! We ll open Thursday morning with a survey of TaxCoach members pricing trends. Then we ll move to masterminding and a series of group polls to help you build a pricing framework you can feel confident taking back home. Thursday Afternoon: Celebrity! Making yourself a celebrity in your local market is a great way to attract clients, eliminate fee resistance, and even train clients to behave the way you want! But how does a tax professional become a celebrity? We ll spend Thursday afternoon climbing the celebrity ladder, examining how you can use the media to your best advantage, and analyzing success stories from your TaxCoach peers. Where better than Vegas to shine a spotlight on your practice? By the end of the day, you ll be ready for your closeup! Friday Morning: News You Can Use An ancient Chinese curse holds may you live in interesting times. And with today s debt-ceiling debates, an ongoing recession, and upcoming Presidential election, we definitely live in interesting times! We ll spend Friday morning analyzing the day s news from a very specific perspective: how can we use it to grow our business? We ll also talk about pros and cons of revealing your own politics and taking public positions on contentious issues. Friday Afternoon: Luck Be A Lady! Friday afternoon we ll finish up with a series of segments, including open-topic masterminding, your voting on the best ideas, and the always-popular Inside the TaxCoach Studio. I am completely sold on the importance of the live events. As soon as I move my practice into a business I will try to attend all live events! Diane M. Porter, CPA, CTC Foley, AL

4 Pennies on the Dollar Keith and I have always struggled with pricing TaxCoach events. We know how valuable they are because we see how fast you take them and turn them into new business! But we ve never aimed to make the meetings profit centers the goal has always been to make it as easy for you to join the family as possible. Registration for TaxCoach Fall Classic is just $397. If you re a member of our Press Club program, it s free. If you re an All-Star, it s half price. And if you re a Certified Tax Coach, the AICTC is comping your registration! We ve also arranged a special room rate of $109/night at Planet Hollywood Resort and Casino that includes a breakfast buffet. We re confident that the low registration, along with the special room rate at Planet Hollywood, will make attending Fall Classic a true no-brainer. Don t miss out! I think I could light up Yankee Stadium with the light bulbs that go on when I attend these events. Drew Foster, CTC Valencia, CA I always come away with tons of great ideas to use in my business. The sharing with other members motivates me to get to work. Bev Stitely, EA, CTC Hagerstown, MD Hearing the others stories helps me see myself doing the same thing. Craig R. Hawkins, CPA, CTC Tampa, FL To me coming to SuperTable 2011 is most valuable for the networking with other members and meeting all the faces behind the weekly calls. The mastermind sessions are very helpful to see what is working for others and to know that they are just like me. Great people and good times!!! John E. Walters, MBA, EA St. Petersburg, FL

5 Love the fact that we always leave here fully energized. David Stone, EA, CTC Valencia, CA I always pick up something new and look forward to meeting with the other members. Nick Ellis, EA, RFC, CTC, CSA Laguna Hills, CA Even though it was my third orientation day, I came away with multiple new ideas for my practice management and my marketing. Douglas Wamsley, CTC Athens, GA Meeting with peers and finding out what works and doesn t work for them is one of the main reasons I get a lot of value out of it. David Murray, CPA Troy, OH