San Antonio Tax & Estate Planning and Business Valuation Summit

August 25–26, 2025 | San Antonio, Texas
(Optional Pre-conference Workshop: August 24 – Afternoon)

Broaden Your Expertise. Deepen Your Insight.

Summit 2025 San Antonio goes beyond estate and tax planning to bring you a powerful blend of technical depth and strategic foresight—now with expanded sessions in forensic accounting, litigation support, and business valuation.Designed for experienced CPAs, attorneys, and financial planners, the San Antonio Summit delivers the tools you need to stay ahead in a rapidly evolving profession.

Led by nationally recognized instructors, this comprehensive program explores the latest in individual, corporate, and state taxation, estate case law, and international tax reform—plus the growing relevance of artificial intelligence and its impact on professional practice.

If your work spans advisory, analysis, or courtroom support, this is the Summit for you.

Who Should Attend

CPAs, attorneys, and financial professionals specializing in:

• Estate Planning

• Taxation (Individual, Corporate, State)

• Business Appraisals and Valuations

• Forensic Accounting and Litigation Support

Key Topics Include

• Estate Case Law Update

• Federal Income Tax Update: Individual & Business

• Legislative & Social Security Updates

• One Big Beautiful Bill: Global Impacts of International Tax Reform

• Forensic Accounting, Litigation, and Business Valuation

• The Benefits and Pitfalls of AI to CPAs

Learning Objectives

• Stay current on critical tax and legal developments

• Navigate valuation and litigation challenges with confidence

• Expand your forensic accounting acumen

• Understand how AI is reshaping compliance and advisory services

Whether you're preparing expert testimony, advising clients on complex estates, or leading high-stakes tax planning, this Summit equips you with the knowledge to deliver clarity in complexity.