Events
The 13th Annual SDIRA Summit
April 17, 2026 | Virtual Event
Join investors from across the country for the 13th Annual SDIRA Summit, a 100% virtual event designed to help you confidently invest your retirement funds beyond stocks and mutual funds.
Whether you’re new to self-directed investing or managing a large retirement account, this one-day virtual summit delivers education, strategy, and real-world insights from experienced SDIRA professionals and investors.
Crypto Tax Summit
September 17th, 2025 | Virutal
Master the Future of Finance
As the only organization offering a Crypto Tax certification, this summit is designed to equip you with all the tools to conquer the digital assets ecosystem through focused discussion and unique networking experiences.
Four Phases of Business
Starts September 9th, 2025 | Virtual
Join CPA & attorney Mark J. Kohler for 4 LIVE two-hour workshops designed to help you confidently launch, systemize, grow, and exit a profitable business. Whether you’re just starting or scaling a side hustle, you’ll get expert tax and legal strategies, downloadable tools, and step-by-step guidance. This training would normally cost $800 — but it’s 100% FREE for a limited time.
Real Estate Tax Summit
May 25 • Virtual
The Real Estate Tax Summit is the ultimate real estate tax event in 2023. Virtually every real estate tax strategy will be covered from basic to advanced.
This is a must attend event for anyone making money in real estate, including real estate professionals, realtors, tax professionals, real estate investors, and more.
Alternative Asset Investor Summit
October 16-17th, 2025 | Phoenix, AZ.
At the 2025 Alternative Asset Investor Summit, investors gather to topics such as commercial and multi-family real estate investing, private equity funds, venture capital investing, Single-family real estate (rentals and flips), angel investing, and many other topics.
Attendees gained valuable insights and strategies to navigate these investment avenues effectively.
