Your Summit for Tax, Estate and Valuation Leadership.

Two days. Three tracks. National thought leaders. The knowledge and strategies you need to guide clients through complexity.

Summit Virtual 2025 isn’t another online update. It’s where CPAs, attorneys and financial professionals converge to gain foresight on the most pressing challenges in tax, estate planning and valuation. Over two days, you’ll move beyond technical know-how to the kind of strategic insight that drives better client outcomes.

Why Summit Virtual Stands Out

• Depth over breadth – A focused agenda delivers two full days of sessions in estate planning, taxation and valuation.

• Nationally recognized speakers – Learn from the experts shaping policy, legislation and practice.

• Cross-disciplinary perspective – Hear from CPAs, attorneys, and financial professionals for a 360° view.

• Client-centered strategies – Leave with practical takeaways you can apply immediately.

• Value-packed delivery – Earn up to 16 hours of CPE (and CLE where applicable), all online.
  

Your clients count on you for clarity in a complex environment. Summit Virtual equips you with the latest knowledge, strategies and confidence to deliver it. Don’t miss this opportunity to build your edge—without leaving your desk.