EVENTS
Take Your Tax Practice to the Next Level
from the Beaches of Negril, Jamaica 🇯🇲
July 5th-9th
Upcoming Events
Tax Mob Advance Tax Resolution Training
June 1st-4th, 2026
Clearwater, FL
Ideal for those interested in expanding into tax representation work; CE credits offered.
2026 Tax Alliance Conference
June 9th-11th, 2026
Plano, TX
The Tax Alliance Conference provides affordable intermediate-to-advanced continuing tax education for enrolled agents, CPAs, and attorneys, with practical training and networking opportunities.
TPLU 2026 Inaugural Conference
June 17th-19th, 2026
Tulsa, OK
Ideal for black tax professionals looking to collaborate with other minority-owned businesses in celebration of Juneteenth; CEs offered.
The 7Steps™ Bootcamp
July 30th– August 1st, 2026
Orlando, FL
Ideal for tax and other financial professionals who produce insurance and are looking to scale production, build unshakeable confidence, create predictable income, and network with elite performers.
Monthly Community Board Meeting
May 21st, 2026
The Executive Touch Monthly Board Meeting is a practical, collaborative space where experienced tax professionals come together to discuss complex cases, firm growth, operations, strategy, and real-world challenges. This month also includes a special presentation and Q&A on Wealth Rabbit, the first fully digital SIMPLE IRA solution.
Angel Financial and NASBA
Angel Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: nasbaregistry.org
Tax Disclaimer
The information contained herein is general in nature and based on authorities that are subject to change. These presentations do not, and are not intended to, provide legal, tax or accounting advice specific to anyone, and participants should consult their tax advisors concerning the application of tax laws to their situations.
Circular 230 Disclosure
This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.