Day 1

Why You Need to Be a Tax Rebel

Courtney Epps

Tax strategist, International speaker, and Author

Speaker Bio

Courtney Epps is a tax strategist, international speaker, and author of the best-selling books More Relaxing, Less Taxing and What’s Your Plan B?. She and her family own a full-service accounting firm in Greer called OTB Tax, which serves clients in every U.S. state. She has owned her practice for twenty years.

What sets their firm apart is its focus on tax strategy—not just preparing returns, but helping clients legally, morally, and ethically free up money. Courtney has developed broad expertise across a range of industries, including traditional, home-based, and network marketing businesses. She works with clients ranging from startups to companies generating up to $25 million in revenue.

OTB Tax ranked #538 on the Inc. 5000 list in 2020 and #807 in 2021.

Dennis has served on more than 22 business and nonprofit boards, advised nearly 300 companies, and worked with several U.S. and allied government agencies and contracting firms to build highly secure computing networks around the world. In addition to pioneering computer science engineering education, integrating contact management into business solutions, and launching the sports information industry—all before the age of 30—his recent work led to the first personal solution to secure individual information on blockchain. This innovation restores control to data owners—namely, you and me—for which the U.S.-based Business Journals awarded him and his company Personal Technology of the Year in 2021.

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