Excel Empire

Registration is Now Open for Cincinnati, OH

We are excited to announce that registration for the Certified Tax and Business Advisor Course  in Cincinnati, OH is now open for you to apply.  To apply for admittance, you must be approved by Excel Empire. For more information, please contact our office at 888.641.1989 ext. #2. See video testimonials below.

OCTOBER 5-6, 2023

This LIVE offering of the Tax and Business Advisor Certification course will be held in Cincinnati, Ohio on October 5-6, 2023.

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.

All accommodations are double occupancy for the price quoted.  Feel free to bring a colleague or even a family member. All are welcome to participate in each of the certification classes as well as all the networking opportunities that will be offered.*

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 Family Office Coordinator 
  • Unique Marketing opportunities only available to CTBA

*Additional Fee for additional Certifications

CTBA CINCY OHIO
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Excel Empire

Our services encompass all facets of specialized tax planning. Through our forensic evaluation, we pinpoint your greatest inefficiencies and provide a comprehensive overview of available opportunities within the Internal Revenue Code. This ensures that you have the most optimized positioning available to minimize your tax burden effectively.

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Union, Kentucky

Columbia, South Carolina

 Main Office-West Palm Beach, Florida

888-641-1989

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