Tax Professionals Growth Summit - November 5, 2026
November 5, 2026

Tax ProfessionalsGrowth Summit

A full day of strategy, peer conversation, and actionable growth frameworks, built for forward-thinking CPA and accounting firms.

November 5, 2026
Hyatt Regency Long Island
8:00 AM - 3:00 PM
Reserve Your Seat → View Agenda
Summit room
Peer strategy
Expert panel
Client growth

Night Before Join us for an exclusive welcome dinner at the Hyatt Regency Long Island on Wednesday, November 4 at 5:00 PM. View Details →

Everything You Need To Know

Traveling from out of state?

We've got you covered.

Hotel and flight are on us. Just mention it when you RSVP, and we'll handle the details.

The Day

What's on the agenda

Every session is designed to give firm owners practical clarity they can use immediately. Expect strategy, expert insight, peer conversation, and a clear next-step plan.

7:00 - 8:00 AM
Breakfast
Start the day with great food and the right people. Some of the best conversations happen before the program even begins.
8:00 - 8:15 AM
Welcome
Set the focus for the day and get ready for the conversations ahead.
8:15 - 9:20 AM
The Big Picture (Jon)
A candid look at the forces reshaping the accounting profession and the firms positioned to win. Find out which side of the shift you're on.
9:20 - 10:00 AM
Specialist Panel
Ask the questions you can't always ask. Our specialist panel covers investments, retirement, risk, and high-net-worth strategy — with the floor open for real Q&A.
10:00 - 10:15 AM
Break
Grab a refreshment, stretch, and connect with fellow attendees.
10:15 - 11:10 AM
Tax & Accounting Panel
Tax and accounting firm owners share what's actually working — the decisions they made, the clients they transformed, and what they'd tell themselves three years ago.
11:10 - 11:35 AM
Marketing System
A done-for-you marketing engine built for CPA and accounting firms. See exactly what's running for your peers — and what it's producing.
11:35 AM - 12:35 PM
Canopy
A closer look at Canopy and ways to simplify daily work across your firm.
12:35 - 1:30 PM
Lunch
A hosted lunch with the group — great food, great company, and time to connect before the afternoon.
1:30 - 1:35 PM
Post-Lunch Reset
Refocus and get ready for the afternoon sessions.
1:35 - 2:05 PM
Under the Hood of PAG, with Lera
A rare, unscripted look inside a firm that's done this at scale — how they built it, what they'd do differently, and what you can steal for your own.
2:05 - 2:50 PM
Leadership Fireside Chat
An open, fireside-style conversation on what it actually takes to lead a growing firm — with real questions from the room.
2:50 - 3:00 PM
Key Takeaways & Close
Jon wraps the day with clear takeaways and next steps to bring back to your firm.

From the June Summit

What attendees are saying

Hear from tax and accounting professionals who joined us on June 4th and left with new strategy, sharper direction, and practical next steps.

It has really given us the benefit of more services for our clients. They help us look great in front of our clients by allowing us to offer more services, more advice, and a more comprehensive approach.

CF
Dan Bloch
Proactive Tax Advisory

"When the representatives from Kuttin met with my people, they were giving ideas that I hadn't thought about. It was kind of an aha moment."

DF
Tony Ippolito
Master Tax Services LI LLC

Family values and integrity are the most important things to me. Kuttin embodies these values, which is why I am here and why I am successful.

LK
Norma Amodeo
Amodeo & Amodeo CPA

Hear directly from the room

Clayton Feinstein

Dave Fischer

Lera Kooper

The Night Before

Private dinner at the Hyatt Regency

Kick things off with cocktail hour and small-group roundtables, then settle in for a hosted dinner with the peers you'll be learning alongside all summit.

Wednesday, November 4, 2026

The evening before the Growth Summit

Please arrive at 5:00 PM

Cocktail hour & roundtable conversations, dinner to follow

Hyatt Regency Long Island

1717 Motor Parkway, Hauppauge, NY 11788
Hyatt dinner experience

Reserve Your Seat

Space is limited. Secure your spot today.

Fill out the form to confirm your attendance. Seats are limited, and each owner or partner should register individually.

November 5, 2026 - Hyatt Regency Long Island - 8:00 AM - 3:00 PM

Private dinner the night before at the Hyatt Regency - November 4, before 5:00 PM

Questions? Contact [email protected]

Ready to join us?

Please submit a separate RSVP for each owner or partner attending from your firm.

RSVP Now

Tax Professionals Growth Summit - November 5, 2026

Hyatt Regency Long Island