Upcoming Events

Don't Miss These Events

28 June 2023

CPA Direct University

June 28 - June 30
Table Bay Headquarters, 5690 DTC Blvd
Greenwood Village, CO 80111 United States

CPA Direct® University is a comprehensive multi-day training program designed to guide you through the process and fundamentals of our program. June 28-30, 2023 • 3-Days Training Wednesday - Thursday …

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09 August 2023

IRA Summit

August 9 - August 11
Table Bay Headquarters, 5690 DTC Blvd
Greenwood Village, CO 80111 United States

Over three days, Advisors will receive up-to-date IRA/401k and retirement tax law changes, including the SECURE ACT 2.0, the latest updates on the New Tax Proposals, and what it means …

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24 August 2023

Presenter University

August 24 - August 26
Table Bay Headquarters, 5690 DTC Blvd
Greenwood Village, CO 80111 United States

Today, effective presentation skills are a must in almost any industry. Table Bay’s Presenter University is a 3-day program that shows you how to be a GREAT presenter in front …

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28 August 2023

CPA Academy

August 28 - August 30

Dominate your local market and eliminate the competition by becoming the Go-To Expert on IRAs and retirement tax reduction strategies. This 3-day program will teach you how to become the …

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Feedback & Reviews

“We were impressed by the knowledge we received and the materials given. The easy to follow hands on training programs Table Bay offers allows us to properly educate our clients and protect them in ways we couldn’t before. We’ve been a member of America’s Tax Solutions for two months now, and have already made an extra $85,150. We recommend this program to any advisor or CPA who wishes to provide a value-added service to his clients, increase their revenue and bullet-proof their practice from potential litigation. This system is truly turn-key. Barry and his team do what they say they’ll do. In our opinion, this is the real deal. Thank you, Barry!”

Cliff & Terrie S.

Anaheim, CA

“I have attended as many of Table Bay’s seminars as possible. Barry has flown out to my area several times to speak to my clients about issues related to beneficiary designation and all those who attended ended up gratified over the opportunity to learn things they hadn’t heard elsewhere. I have since generated sizable commissions and, in short, Barry has been a windfall to my practice both intellectually and financially. He is a wealth of knowledge, and I can confidently recommend all Table Bay programs to financial advisors and CPAs alike.”

Gerald K.

Palos Hills, IL

“Many observations over several years prove to me that Table Bay helps financial advisors move to the next level of productivity. Table Bay training is World Class. Table Bay supports advisors with a myriad of concepts, tools, programs and helps advisors establish a continuous flow of highly qualified prospects, including partnerships with Tax Professionals and CPAs. With Table Bay’s Top Gun system, I have a solid foundation for heightened confidence. Thank you Barry Bulakites and Joe Sulzinger for making Table Bay the premier FMO in America.”

Charles K.

Auburn, CA

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