Austin, Texas – June 5th, 2025 – Philip Donato Capriotti, Sr., Founder, Owner, and CEO of Empower Wealth & Tax, completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite IRA Advisor GroupSM, held May 15–16 in Atlanta, Georgia—the city where the program began two decades ago.
This invitation-only event brought together top financial professionals from across the country for two days of in-depth education on retirement account planning strategies, estate planning techniques, and up-to-the-minute tax law updates. Training materials included a nearly 300-page manual, covering advanced topics that directly impact retirement savers.
“As the retirement landscape grows more complex—with new tax laws, evolving regulations, and market volatility—advisors must be equipped to guide clients through it all,” said Ed Slott, CPA, founder of Ed Slott and Company and Professor of Practice at The American College of Financial Services®. “Staying educated isn’t just an advantage—it’s a responsibility. Capriotti is part of an exclusive group of advisors who train with us twice per year to stay ahead of the latest retirement tax changes and planning strategies.”
“Even more than market losses, taxes are the single biggest expense in retirement—and the biggest gap in most plans,” said Capriotti, and member since 2007. “With so much uncertainty right now, it’s never been more important to evaluate Roth conversions, review beneficiaries, and make sure tax-saving opportunities don’t slip away.”
The event also previewed “Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap,” a new consumer education campaign launching this summer. The YouTube special—and accompanying tools—reflect the firm’s growing commitment to help more Americans make informed retirement decisions and highlight the importance of working with well-trained advisors. Individuals can sign up to be notified at irahelp.com/retirementroadmap.
“I’m proud of every advisor in this group for their commitment to continuous learning,” said Slott. “After 20 years, it’s clear this group continues to set the gold standard for retirement education in America.”
Capriotti can be contacted for more information on IRA and retirement-related questions. Please visit https://empoweringretirement.com or call (512) 833-6557.
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of retirement tax education for financial advisors, CPAs, and attorneys. Backed by a team of nationally recognized experts—including CPAs, attorneys, and retirement specialists—the firm delivers ongoing, in-depth training on the latest tax laws, IRA planning strategies, and retirement distribution rules. Its flagship program, Ed Slott’s Elite IRA Advisor GroupSM, is comprised of 500 of the nation’s top financial professionals who receive semiannual live training, monthly updates, and case law analysis to help clients keep more of their retirement savings. The company’s multi-disciplinary team also contributes to the retirement income curriculum at The American College of Financial Services® and is featured regularly in top-tier media including The Wall Street Journal, CNBC, Forbes, and The New York Times. Founder Ed Slott, CPA, is the creator of several public television specials, author of “The Retirement Savings Time Bomb Ticks Louder” (Penguin Random House, 2024), and co-host of “The Great Retirement Debate” podcast, available on Spotify, Apple, Stitcher, and Amazon. Visit irahelp.com for more information.
ABOUT EMPOWER WEALTH & TAX: EMPOWER WEALTH & TAX LLC is an independent registered tax and retirement income investment advisory firm specializing in private wealth management with a unique approach to achieving client goals.
Since 2005, Founder Philip Capriotti Sr. has been helping his clients maximize retirement income. Unlike many firms, we place special emphasis on ensuring that clients are educated and involved in all aspects of their Individual Retirement Income Planning, Investment, and Legacy decisions.
We integrate financial expertise, tax and accounting, and real-life experience into a single advisory service to educate clients on every financial decision. It’s an approach we call EMPOWER SOLUTIONS.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
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