Jeremy Lederer on stage

SPEAKER KIT

Bring the future of tax strategy to your stage.

10 yearsCelebrating a decade
Top 20CPA Tax Advisory in America
Inc. 50002023 · 2024

Ideal audiences

CPA & accounting associationsEO / YPO / Vistage chaptersWealth management & family office eventsEntrepreneur conferencesReal estate investor groups

Signature talks.

FOR CPA AND ACCOUNTING AUDIENCES

From Historian to Strategist: The CPA Profession After AI

AI is compressing preparation from days to minutes. This talk maps what replaces it: the advisory model, the economics, and the first moves a firm can make this season.

Audience takeaways

  • · Where AI is taking prep work
  • · The advisory model that replaces it
  • · How to start the shift this season

FOR ENTREPRENEUR AND EXECUTIVE AUDIENCES

Taxes Aren't Punishment, They're Policy

The tax code is a set of incentives Congress wrote on purpose. This session teaches audiences how to read it — and the questions to bring to their CPA.

Audience takeaways

  • · How the code rewards building
  • · The 4 Steps to Zero Tax framework
  • · The questions to bring to your CPA

KEYNOTE

Getting to Zero: Stewardship, Freedom and the Entrepreneur's Capital

Zero is pure potential. A keynote on the zero mindset, capital as a tool for mission, and the power of asking better questions.

Audience takeaways

  • · The zero mindset
  • · Capital as a tool for mission
  • · The power of better questions

Formats: Keynote (30–60 min) · Workshop (half-day) · Fireside chat · Panel · Virtual

Bios & emcee script.

Short bio

Jeremy Lederer is a CPA, founder of XIT CPA, author of The Zero Tax Strategy and host of The Zero Tax Show. A former professional golfer, he walked away from a traditional firm in 2014 after finding a client $100,000 in retroactive savings his managing partner refused to bill for — and built a firm around the advisory work the old model wouldn't pay for. Today he teaches CPAs how to move from preparing returns to advising on strategy.

Long bio

Jeremy Lederer is a CPA, founder of XIT CPA, author of The Zero Tax Strategy (foreword by Mark J. Kohler) and host of The Zero Tax Show. Licensed since 2007 and a former professional golfer, Jeremy left a traditional firm in 2014 after finding a client $100,000 in retroactive savings his managing partner wouldn't bill for. He built XIT CPA around strategy, structure and implementation — the firm has since made the Inc. 5000 twice, and he has been featured on American Entrepreneur with Kevin Harrington. His brand line is “Zero tax is possible. Implementation is the key.” His mission: redirect $1 billion from unnecessary taxes back into the hands of entrepreneurs by 2035, through education, proper structure and the CPAs who implement it.

Emcee intro script

Please welcome to the stage Jeremy Lederer — that's LED-er-er. Jeremy is a CPA, the founder of XIT CPA, and the author of The Zero Tax Strategy. He helps CPAs move from tax preparer to strategic advisor, and his mission is to redirect a billion dollars from unnecessary taxes back into the hands of entrepreneurs by 2035. Give a warm welcome to Jeremy Lederer.

Sizzle reel.

Speaking reel available on request

Downloads.

Printable speaker sheetHeadshot (hi-res)
Tech rider (lav mic, confidence monitor, clicker, HDMI)Coming soon
W-9 (on request)Coming soon

What organizers say.

"Jeremy held a room of 200 CPAs for an hour and the questions ran past the clock. The AI framing landed exactly right for our members."
— State CPA society event chair
"Our EO chapter rated it one of the top sessions of the year. Practical, direct, and no sales pitch."
— EO chapter learning chair

Speaking inquiry.

Tell us about your event and we'll respond with availability and fit.