A curated one-day summit for top tax and accounting professionals ready to grow their firm and deliver more value to their clients.
June 4, 2026 | Hyatt Regency Long Island, Hauppauge NY
Connect with growth-minded tax and financial professionals. Share what’s working. Build relationships that last.
Learn how top firms deliver coordinated, proactive advice. Build trust. Keep clients coming back.
Kick off the event with a private dinner alongside the Kuttin Wealth team and fellow attendees.
6:00 PM @ Insignia Steakhouse
wind watch room, Hyatt Regency Long Island hotel
7:30 AM - Breakfast & Check-In
Arrive, connect, and fuel up before a full day of insights and conversation.
8:00 AM - Welcome & Opening Remark
A forward-looking conversation on where the tax and advisory industries are heading — and the strategic opportunity for firms thinking ahead.
8:30 AM - The Future Ready CPA
9:15 AM - Specialist Panel Discussion
9:45am - 10:00 AM - Break
10:00 AM - Tax Professional Panel Discussion
Hear directly from professionals who've built high-performing firms and partnerships. Real stories, real decisions, and the lessons that matter most.
11:15 AM - Guest Speaker: Ray Kelly
A high-energy session on values-based leadership designed specifically for tax professionals — practical tools to lead your team, grow your firm, and elevate your client experience.
12:00 PM - 1:00 PM Lunch
1:00 PM - 2:00 PM - The Marketing System
2:00 PM - The Growth Playbook
A deep dive into sustainable firm growth — covering differentiation, scalable partnership models, and how marketing drives long-term success.
Plus a special announcement you won't want to miss. 🏆
2:45 PM - Next Best Action
Clear, actionable next steps so you leave with momentum and a plan you can start implementing immediately.
3:00 PM - End of Summit
We'll be introducing a new recognition and rewards program for the professionals building something exceptional with us. We're keeping the details for the day — make sure you're in the room.
Announced live · June 4 · Afternoon Session
Hotel and flight are on us. Just mention it when you RSVP and we'll handle the details.
Dinner · Evening June 3
Summit · June 4 | 7:30 AM – 3:00 PM
Hyatt Regency Long Island, 1717 Motor Pkwy, Hauppauge NY 11788 Directions →
Complimentary on-site parking at the Hyatt Regency.
Complimentary. Invitation-only with limited seats!
This event is designed for growth-focused tax and accounting professionals who want to expand their firm, build stronger client relationships, and explore strategic partnerships with financial advisors.
Yes. The summit is completely complimentary. This is an invitation-only experience with limited seats to ensure a high-quality, curated group of attendees.
You’ll get access to the full summit experience including the welcome dinner, all sessions, networking opportunities, and meals throughout the event. For out-of-state attendees, hotel and flight arrangements can also be covered.
Once you reserve your seat, you’ll receive a confirmation along with next steps, including event details, logistics, and travel coordination if needed.
This is a curated, invitation-only event, so attendance is limited to approved registrants. If you’d like to bring a colleague, you can mention it during RSVP and the team will review availability.
This isn’t a large conference. It’s a smaller, curated room of professionals who are serious about growth, which leads to more meaningful conversations, real collaboration, and actionable takeaways.