What Happens In Vegas Can Transform Your Business!
Today’s most successful CPAs are doing more than tax compliance—they’re helping clients implement advanced financial strategies that protect wealth, businesses, and families. National Life Group’s 2026 CPA Symposium, held May 26–29 at the Aria Hotel & Casino in Las Vegas, is designed to help CPAs partner with insurance and financial professionals to do exactly that.
This immersive, CPE‑approved symposium (17 credits) shows CPAs how to collaborate with insurance advisors—without diluting independence or credibility—to deliver higher‑value planning solutions that clients increasingly need.
Over 2½ days, attendees gain practical insight into:
- Identifying client profiles that benefit from advanced planning solutions
- Understanding life insurance, business succession, and estate strategies at a high level
- Learning how other CPAs are successfully expanding services and revenue streams
- Exploring compliant partnership models now allowed in a majority of states
Backed by National Life Group’s Advanced Markets expertise, the Symposium also highlights real‑world applications in key person planning, buy‑sell strategies, foreign national estate planning, retirement income, and more—positioning CPAs to confidently introduce solutions while remaining client‑first.
As Allan D. Koltin, CPA, President of Koltin Consulting Group notes, National Life Group’s approach stands apart because it brings CPAs and financial professionals together “working in tandem…talking through the difficult and sometimes delicate issues of building a long‑term trusting relationship.”
If you’re looking to expand your practice, increase the level of services you offer, and potentially improve profitability—this Symposium may be the opportunity you’ve been waiting for.
Registration is $1,000 and includes three nights at the Aria Hotel & Casino, symposium materials, scheduled meals, and 17 CPE credits—making it a high‑value investment in the future of your practice.
Learn more. Invest in the future of your practice. Call CPS today to reserve a spot for you and your CPA partner!