The CTSR Live Academy
San Diego, CA
September 17-19, 2023
8:30 am – 5:30 pm PT – Day 1
8:00 am – 5:00 pm PT – Days 2 & 3
** all end times are approximations
Looking to transform your business in 2023 & beyond?
At The CTSR Live Academy, you can gain all of the industry knowledge our Academies are known for. We will be covering different advanced strategies, tools, techniques, and more!
CTSR's Live Academy
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Tuition is Only $599!
(Regular Tuition – $949.00)
Your registration includes:
- Access to all 3 days of the CTSR Live Academy
- 23+ hours of live training not available anywhere else
- 7-Day Access to all recordings from the CTSR Live Academy
- Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
Quick Links
Why Attend the Live Academy?
Our Academy’s goal is to help our fellow industry professionals succeed by providing valuable information (advanced strategies, tools, and techniques) that will transform their business forever.
Can you see yourself answering “yes” to any of the questions below?
- Do you ever wish you had more opportunities to implement financial strategies with experts who are honest and reliable?
- Do you want to form personal and professional relationships with the industry’s top-performing CPAs, tax attorneys, financial advisor, and insurance industry icons?
- Would you like to be able to provide clients who own businesses with a financial plan prepared by experts that will reduce their taxes?
- Do you wish you had an expert to call for another perspective on how to engage a high-net-worth prospect?
Attend our Live Academy and we can show you how you can accomplish those goals!
Testimonials
★ ★ ★ ★ ★
This is really the future. If you’re not doing advanced tax planning, you’re going to miss out, so you need to be taking advantage of this training now.
Bruce Hosler, EA, CFP®, AIF®
Hosler Wealth Management
★ ★ ★ ★ ★
Most definitely worth the investment. I’ve been in the business for 30 years, and when I think about the language that I use now with clients, what I’ve picked up at past academies, it’s really made a big difference in my practice.
Don Warnke, CLU, ChFC, CASL, RICP
Country Financial
★ ★ ★ ★ ★
Joining the CTSR group has been a game changer for our practice and our clients. Thanks, Simon, Bradley, Todd, and team.
Paul Harding
Liquidity Partners
★ ★ ★ ★ ★
If you’re going to utilize income or estate tax planning strategies, you definitely want to associate with people like Simon Singer. He knows those strategies inside and out and can help you make a lot more money.
Mark Pace
ObjectiView
Live Academy Takeaways
What can you expect to take away from the CTSR Live Academy? The short answer is: access to ideas and concepts that will substantially increase your client deliverables and practice income, techniques that are proven to open and close, and strategies that will have you working less and earning more.
That doesn’t tell the whole story, though. Here are some concrete examples of what you can expect to learn at our Live Academy!
Business
- Guiding business owners through the pluses and minuses of selling their business (internally, externally, or to family)
- Solving family disagreements in family-owned businesses
- Making the business more profitable
- Eliminate, reduce, or defer capital gains tax
Tools that make your solicitation of business owners more palatable and desirable
Estate
- Estate planning fees funded by business and personal income tax reduction
- Making some of your estate income tax deductible
Family
- Resolving family disagreements in family-owned businesses
Income
- Increasing tax-free bond income with less risks
- Use of tax-saving contributions to produce tax-free income without market risks
Marketing
- Creating strategic alliances with attorneys, CPAs, AUM, professional advisors, and insurance professionals with done-for-you webinars
- Maximizing sales practices and eliminating mistakes people make on social media
- Substantial referrals come from professional advisors. We co-host a monthly meeting with you and your advisors
Qualified Plans
- Reduce taxes on qualified plan RMDs, and increase net benefit by 50-100%
- Qualified plans with increased annual distributions by 50-100% and includes life insurance sales
ESOP opportunities that created increased AUM and insurance sales
Taxes
- Tax reduction plans
- How to read tax returns to open tax savings opportunities and questions tied to the 1040 to motivate action
- Tax savings strategies on commercial and industrial property beyond cost segregation
- Twelve ways to reduce, eliminate, or defer long-term Capital Gains Taxes
Tuition is Only $599!
(Regular Tuition – $949.00)
Your registration includes:
- Access to all 3 days of the CTSR Live Academy
- 23+ hours of live training not available anywhere else
- 7-Day Access to all recordings from the CTSR Live Academy
- Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
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