Ed Lyon

Ed has written nearly a dozen books on taxes and tax planning. Ed writes two weekly tax columns for over 100,000 tax professionals and their clients, making him the one of the most widely-read tax strategist in the country. He’s the founder of the Tax Master Network, the Tax Architect AI Software (previously TaxCoach Software), […]

Future of the Entrepreneurial Tax Professional Conference – Tampa

The Future of the Entrepreneurial Tax Professional Conference Agenda Day One 8:00 – 9:00: Breakfast 9:00 – 9:45: Introduction and Welcome 9:45 – 10:30: Transforming Transactions into Relationships 10:30 – 10:45: Break 10:45 – 11:30: Best Practices: Prescribing and Filling 11:30 – 12:15: CIC Services (Captive) 12:15 – 1:15: Lunch 1:15 – 2:00: Ed Lloyd […]

The Future of the Entrepreneurial Tax Professional conference

The future of the entrepreneurial tax pro

Purchase your ticket The Future of the Entrepreneurial Tax Professional October 25-27 in Tampa, Florida $399 Predictions can be hard, especially about the future. But you can clearly see the future of the entrepreneurial tax professional. You just need to attend Financial Gravity’s The Future of the Tax Professional conference on October 25-27 in Tampa, […]

Financial Gravity’s Executive Team

Financial Gravity’s Executive Team Scott WintersChief Executive Officer Jennifer WintersChief Operating Officer Gary Nemer, J.D. Chief Financial Officer Dr. William R. Nelson, Ph.D.Chief Investment Officer Mark WilliamsChief Revenue Officer Ed Lyon, J.D.Chief Tax Strategist Dave O’RourkeChief Evangelist Zach TrimbleChief Marketing Officer Rosemary BlackChief Technology Officer Ashley BaucumChief Administrative Officer Jill HendersonEVP of Client Success Kaili WintersChief […]

Tax Industry Leader Hires TurboTax to Do His Taxes. The Results Will Shock You.

Dave o'rourke gives turbotax fiull service tax return service a try... And is not impressed.

I wanted real-life experience. What would the experience be like? Would it be faster, easier, less hassle, and more on my terms, or was this all about price? Was TurboTax NetJets or Spirit Airlines? Would I get nickel-and-dimed? Would there be any surprises? I determined I would be the guinea pig, and I would let my partners, colleagues, and friends know about my experience using TurboTax’s live full-service tax review.

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