Tax Professional Growth Summit - August 27, 2026

August 27, 2026

Tax ProfessionalGrowth Summit

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

August 27, 2026

Hyatt Regency Long Island

8:00 AM - 3:00 PM

View Agenda

Summit room

Peer strategy

Expert panel

Client growth

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 & Networking

Start the day with great food and the right people. Some of the best conversations happen before the program even begins.

8:00 - 9:30 AM

Where Is Your Firm - and Where Is It Going?

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.

9:30 - 10:15 AM

The Experts in Your Corner

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.

10:30 - 11:30 AM

Hear It From Your Peers

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.

11:30 - 12:00 PM

Marketing That Works While You Work

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.

12:00 - 1:00 PM

Lunch

A hosted lunch with the group — great food, great company, and time to connect before the afternoon.

1:00 - 1:10 PM

Where You Stand

A quick look at where the alliance stands — and how close you might already be to a fully covered trip to Punta Cana.

1:10 - 2:00 PM

Under the Hood of Proactive Advisory Group

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.

2:00 - 2:50 PM

Leadership in Focus

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

Closing Remarks

Jon wraps the day with clear takeaways and next steps to bring back to your firm.

Alliance Reward Program

You could be headed to Punta Cana.

Multiple partners will be packing their bags. A fully covered luxury trip - flights, resort, meals, and more - awarded to every partner who earns it.

Attend the August summit to find out how to qualify. You may already be closer than you think.

Reserve your seat - find out how to qualify

Secrets Tides Punta Cana

Resort experience

Luxury reward

4 Nights

Luxury accommodations at Secrets Tides Punta Cana.

All-Inclusive Stay

Resort accommodations with meals and beverages included.

Flights Covered

Round-trip airfare for you and your guest.

Meals & Drinks

Included throughout your stay at the resort.

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.

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."

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.

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

Join fellow attendees for an intimate hosted dinner the evening before the summit. This is the warm-up conversation before the room gets to work.

Wednesday, August 26, 2026

The evening before the Growth Summit

5:00 PM

Dinner at 5:00 PM

Hyatt Regency Long Island

View location on Google Maps

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.

August 27, 2026 - Hyatt Regency Long Island - 8:00 AM - 3:00 PM

Private dinner the night before at the Hyatt Regency - August 26, before 5:00 PM

Attend to find out how to qualify for the Punta Cana trip

Questions? Contact [email protected]

Ready to join us?

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