Your Next Level of Growth Starts Here.
Take your tax practice to the next level with proven business strategies, AI-powered tools, and modern marketing techniques. Join us to discover new opportunities to grow your business and build a more valuable practice.
Tax Forge AI Wealth Summit
Your 5-Day Training Journey
November 17–21, 2026 | Live on Zoom
AI & Marketing
Discover how AI tools can help market and manage a tax practice. Explore practical applications and participate in a live MAJR Pro demonstration.
Key Topics
- Using Claude, ChatGPT, and other AI tools.
- Applying AI to marketing and business operations.
- Exploring MAJR Pro through a live demonstration.
Presenter
Michael Garvin
Training Materials
AI Prompt Pack and AI Tools PDF Guide
Tax Savings Through Strategic Tax Planning
Explore tax planning strategies through a real client case study and learn how to evaluate opportunities to improve tax outcomes.
Key Topics
- Understanding tax planning strategies.
- Analyzing a real client case study.
- Identifying opportunities for tax savings.
Presenter
Michael Garvin
Training Materials
Updated Tax Planning Presentation — In Production
Generational Wealth & Investment
Explore how clients can invest their tax refunds and pursue long-term wealth-building strategies.
Key Topics
- Understanding tax refunds and investing.
- Exploring long-term wealth-building strategies.
- Helping clients consider their financial futures.
Presenter
Michael Garvin
Tax Preparation & Tax Resolution
Review the tax preparation workflow and explore approaches to resolving IRS notices, including the CP50 notice referenced in the original training agenda.
Key Topics
- Understanding the tax preparation workflow.
- Identifying and reviewing IRS notices.
- Exploring tax resolution procedures.
Presenter
Michael Garvin
Training Materials
Previous Training Resources
Implementation & Next Steps
Review the week's key lessons, explore the MAJR Pro training library, and develop an action plan for implementing what participants have learned.
Key Topics
- Recap of the week's training.
- Walkthrough of the MAJR Pro training library.
- Developing an implementation action plan.
- Reviewing next steps and the final offer.
Presenter
Michael Garvin
Training Materials
MAJR Pro Training Library
Your Training Access
Participants will receive access to the MAJR Pro Training Library only. Access does not include the full MAJR Pro platform.
Ready to Take the Next Step?
Interested in joining this training program? Explore the details and complete your registration.
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