Heirloom Tax Solutions' Marquee Event: December 3 - 7, 2026
Annual Investor Conference
Join Heirloom Tax Solutions and Goodspeed Merrill in Scottsdale, Arizona for our annual investor conference! We will have presentations for both the renewable and film tax strategies. This year we are adding more breakout sessions and opportunities to network. The full itinerary will be sent out closer to the event; below is an outline of events Heirloom Tax Solutions will be hosting. We are suggesting everyone fly in on December 3rd and leave on December 7th.
Friday, December 4th: Golf networking event in the AM. We have 32 spots available, (8 teams of 4 people each). The cost for this event, which will be paid directly to the golf course on the day, will be $235 plus tax and a 5% group service fee. This includes a cart with GPS, range balls, custom cart signs, water bottles, tees, ball markers, and divot tools. Rental clubs are $95 tax inclusive and come with 6 golf balls.
Friday, December 4th: Happy hour 4pm -6pm
Saturday, December 5th: Conference for both tax strategies including breakout sessions. The conference is mandatory for all clients who are completing hours for their tax strategy.
Sunday, December 6th: Morning coffee Q & A
