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    Elite Tax Planning Academy

    The Elite Tax Planning Academy is a two-day event (16 CPE credits) that brings together some of the most forward-thinking professionals in the industry to teach Elite Resource Team's financial advisors, and their CPA partners, how to work with a team of specialists to offer more proactive and comprehensive services to their clients. Each presenter is a specialist in their respective sections of the tax code. Over the next two days, advisors and CPAs will learn about advanced planning techniques as well as cutting-edge business building skills.

    Technical Topics Include:

     Business Building Topics Include:

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Complimentary Retirement Kit
    Enter your information to request this Kit including three separate guides that address several retirement topics. 
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    Securities offered through Alexander Capital L.P., Member FINRA/SIPC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.