Invitation-Only · Complimentary · Limited Seats
Tax Professionals
Growth Summit
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
Traveling from out of state? | Hotel & flight are on us!
WHY ATTEND?
Built for professionals serious about growth.
Peer Collaboration That Matters
Connect with growth-minded tax and financial professionals. Share what’s working. Build relationships that last.
More Value for Your Clients
Learn how top firms deliver coordinated, proactive advice. Build trust. Keep clients coming back.
FULL AGENdA
June 3 — day 1: Evening only
KICKOFF DINNER
Kick off the event with a private dinner alongside the Kuttin Wealth team and fellow attendees.
Insignia Steakhouse
June 4 — day 2: full day
growth summit
7:30 AM - Breakfast & Registration
Arrive, connect, and fuel up before a full day of insights and conversation.
8:00 AM - Welcome & Industry Outlook
A forward-looking conversation on where the tax and advisory industries are heading — and the strategic opportunity for firms thinking ahead.
9:30 AM - Live Panel: Tax & Advisory Leaders
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 on Leadership
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 - Lunch
1:00 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. 🏆2:30 PM - Key Takeaways & Next Steps
Clear, actionable next steps so you leave with momentum and a plan you can start implementing immediately.3:00 PM - End of Summit
GUEST SPEAKER
Ray Kelly
Senior Vice President, think2perform
A leadership coach who works with high-performing professionals to align their values with their behavior and build the internal drive that sustains long-term growth.
About Ray:
Coaches high-performing professionals and teams
Specializes in turning mindset into consistent execution
Delivers practical, no-fluff frameworks
Focused on long-term performance, not short-term hyp
Live Panel
Hear it from the people who've done it.
A panel of tax and advisory professionals sharing what’s actually working.
Why they built a CPA–advisor partnership
What changed and why it worked.
How it created more value for clients
Stronger advice. More trust. More referrals.
What they’d do differently
Real lessons from experience.
"The best part isn't what's on the slides. It's hearing someone say — we tried that, here's what happened — and realizing you're not figuring this out alone."
Something Special Is Being Announced.
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
Event 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.
Dates
Dinner · Evening June 3
Summit · June 4 | 7:30 AM – 3:00 PM
Venue
Hyatt Regency Long Island, 1717 Motor Pkwy, Hauppauge NY 11788 Directions →
Parking
Complimentary on-site parking at the Hyatt Regency.
Cost
Complimentary. Invitation-only with limited seats!
FAQs
Who is this summit for?
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.
Is there really no cost to attend?
Yes. The summit is completely complimentary. This is an invitation-only experience with limited seats to ensure a high-quality, curated group of attendees.
What’s included if I attend?
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.
What happens after I RSVP?
Once you reserve your seat, you’ll receive a confirmation along with next steps, including event details, logistics, and travel coordination if needed.
Can I bring a guest?
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.
What makes this different from other industry events?
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.