Certified Tax and Business Advisor
Clearwater, Florida May 1-3, 2024

We are excited to announce that registration for the Certified Tax and Business Advisor On-Line Course  is opening March 19th, 2024.  To pre-apply for admittance, you must be approved by Excel Empire. For more information, please contact our office at 888.641.1989 ext. #8.

Certified Tax & Business Advisor Online Course

This  offering of the Tax and Business Advisor Certification course will be held on the beautiful beach of Clearwater, Florida through the Excel Empire University and our host is University President, Edward A. Lyon.

This is an amazing addition to the Excel Empire offerings to agents across the country. The agent who completes the Certified Tax and Business Advisor course will be among the top agents in the country when it comes to being able to talk to and support business owners.

Participants will walk away with the confidence to talk through a tax return with anyone on the planet (Including CPAs) giving an in-depth understanding of how the numbers impact the business owner’s financial opportunities. We will also be spending time on Advanced Tax Strategies, Research and Development Tax Credits, Business Brokerage,  Advanced Insurance, and Business Exit Strategies.

Those agents completing the course will receive:

  • The title of Certified Tax and Business Advisor – CTBA
  • Book License from Excel Empire
  • Excel Empire title of Business Office Coordinator 
  • CTBA Course Handbook
  • Unique Marketing opportunities only available to CTBA
  • Hotel Rooms, breakfast and lunch on grounds.

Registration for May 1-3 will open in this space on March 19, 2024 for the Clearwater, Florida event. If you have questions, you can call Excel Event Coordinator at 888.641.1989 ext #8.