A Clearer Direction
Step away from the daily demands of your practice long enough to see the bigger picture. Identify what's working, what needs attention, and where you want to go next.
National Tax Summit 2027
Not Another Tax Conference. And That's the Point.
Forget getting lost in a crowd of hundreds. We're bringing together tax professionals who want real conversations, practical solutions, and ideas they can actually put to work.
50
Attendees.
That's It.
That's It.
Intentionally small.
Exceptionally valuable.
Exceptionally valuable.
Mark Your Calendar
July 20–22, 2027
Three days of education, strategy,
and meaningful connections.
Your Destination
San Diego, California
Great conversations. Fresh perspectives.
A little Southern California sunshine.
Serious About Learning. Not So Serious About Ourselves.
The Summit Experience
Big Ideas. Real Connections.
You can sit through presentations anywhere. But when was the last time you attended an event where you could actually connect with the people in the room?
That’s what makes the National Tax Summit different.
Conversations That Matter
No getting lost in a sea of name badges. A smaller room creates opportunities for genuine discussions, shared experiences, and fresh perspectives.
Education You Can Actually Use
Practical ideas and strategies that go beyond theory. We want you leaving with things you can put to work in your practice.
Relationships Beyond the Event
Meet professionals who understand your challenges, celebrate your wins, and can become part of your professional network long after the Summit ends.
Moments from past Beyond 415 events.
See the Summit in Action.
Take a look inside a past National Tax Summit—from learning together to connecting beyond the classroom.
More Than Three Days of Education
Take the Ideas Home. Put Them to Work.
We don't believe the value of a conference
should be measured by how many pages of
notes you take.
The real value is what you do differently
when you get back to your practice.
Smarter Systems
Explore practical ways to improve workflows, reduce unnecessary headaches, and create a practice that operates more efficiently without sacrificing quality.
Stronger Boundaries
Rethink client expectations, communication, and the policies that shape your workday. Better boundaries can mean better service and less stress.
A Fresh Perspective
Hear different approaches, challenge old assumptions, and discover ideas you might never consider while working inside your own four walls.
Without clarity, there is no point.
Our goal is simple: help you walk away with a better understanding of your practice and ideas worth acting on.
Your Summit Registration
The Learning Is Serious. The Experience? Anything But Ordinary.
Three days in San Diego. Practical education, genuine connections, and a little fun along the way. Here's what's included.
Included With Your Registration
Three Days of Education
Practical practice-management strategies, relevant tax education, and discussions designed to spark ideas you can actually use.
Breakfasts & Lunches
Meals are included, giving you more time to enjoy the experience and connect with other attendees without rushing off between sessions.
Meaningful Networking
With attendance limited to 50, you'll have real opportunities to get to know the people around you, share experiences, and build valuable relationships.
The Signature Summit Experience
And Yes, There's a Beach Party.
We're in San Diego, after all!
When the sessions are done,
the conversations don't have to stop.
Relax, laugh, connect, and enjoy
time together outside the classroom.
Beach Party Included With Your
Summit Registration!
Better Together
Don't Just Bring Your Notebook. Bring Your Team.
Your practice doesn't run on one person.
Why should the ideas that move it forward
stop with one person, either?
Bring the people who help make your
business work. Your office manager,
senior preparer, operations lead, or
the person who keeps everything moving.
When your team learns together,
you can build something better together.
Everyone Hears the Same Conversation
Shared experiences create shared understanding. No more trying to explain everything you learned after you get home.
Ideas Become Action
Return with common priorities, fresh perspectives, and a clearer understanding of what needs to happen next.
Build a Stronger Practice
Better systems, stronger communication, and a team that understands where the business is going.
Better Together.
More perspectives. More connections.
More possibilities.
Education With a Purpose
Three Days. Big Ideas. Better Practices.
Running a successful tax practice requires more than knowing the tax code. It takes smart systems, good people, confident decisions, and the ability to adapt. We're going to work on all of it.
The Practice Management Conversations
Systems That Scale
Build workflows that make your practice more efficient, reduce bottlenecks, and create room to grow without creating more chaos.
Build a Team That Works
Explore hiring, training, leadership, accountability, and retaining the people who help your business succeed.
Pricing, Packaging & Profits
Understand the relationship between pricing, complexity, value, and profitability. Stop guessing what your services are worth.
Client Expectations & Boundaries
Establish clear policies, improve communication, manage difficult relationships, and protect the time and energy your practice requires.
Beyond the Filing Season
Explore year-round services, stronger client relationships, and revenue opportunities that don't depend entirely on tax season.
The Tax Education Component
Because the Tax Law Never Stops Changing.
We'll also make room for focused,
relevant tax education addressing
the questions and situations
practitioners encounter in their
everyday work.
No disconnected lectures or
information overload. We want
you understanding the rules,
seeing how they apply, and knowing
what to do with that information.
✓
Practical explanations of relevant
tax-law topics
✓
Real-world examples and
case discussions
✓
Questions, interaction, and
meaningful discussion
✓
Topics informed by what
practitioners actually need
The People Behind the Summit
Experience Matters. Perspective Matters More.
Great education comes from people who understand what you're dealing with. We've spent decades in this profession, and we're bringing those experiences, lessons, and perspectives into the room with you.
Practice Management & Business Growth
Demi Woodson
With more than 35 years in the tax profession, Demi understands that preparing returns and running a successful tax practice are two very different skill sets.
As founder of Beyond 415 Tax Coaching, she helps tax professionals build stronger, more profitable practices through practical strategies, better systems, intentional leadership, and accountability.
Her approach is candid, practical, and grounded in real-world experience. She believes you can build a successful business without sacrificing your sanity to do it.
Her focus: Building better practices,
smarter systems, stronger teams, and
more profitable businesses.
Tax Law & Technical Education
Chuck Woodson, EA
With nearly five decades of experience in the tax profession, Chuck brings an extraordinary depth of knowledge and practical understanding to tax education.
An Enrolled Agent and longtime tax law instructor, Chuck has a passion for helping tax professionals understand the rules, recognize the details that matter, and apply what they learn to real client situations.
His teaching goes beyond simply reading the tax code. He connects the law to the work practitioners do every day.
His focus: Tax law, technical
accuracy, real-world application,
and understanding the details.
Three Days. Plenty to Take Home.
Not Just What's on the Schedule. What You'll Take Away.
We're bringing together practical education, meaningful conversations, and opportunities to look at your practice from a different perspective. Here's a preview of what we're building into your Summit experience.
Practice Management in Action
Focused sessions on systems, teams, profitability, client relationships, and the decisions that shape a successful tax practice.
Relevant Tax Education
Technical instruction, real-world examples, and practical discussions that help you understand the law and apply it with confidence.
Conversations That Matter
Interactive discussions, shared experiences, questions, and the opportunity to learn from people who understand your challenges.
Time to Connect
Opportunities to build relationships, exchange ideas, meet new colleagues, and enjoy the experience beyond the classroom.
The Detailed Agenda Is Taking Shape.
We're putting together three days worth of valuable education and experiences. Session topics, timing, and additional program details will be announced as the schedule is finalized.
Come Ready to Learn. Leave Ready to Act.
July 20–22, 2027 | San Diego, California
It's More Than a Conference
Real People. Real Progress.
The best way to understand the Summit experience is to hear from the people who've been part of it. Different practices, different challenges, and plenty of ideas worth taking home.
What an awesome opportunity to gain a wealth of knowledge in order to grow and expand my business. Beyond 415 National Tax Summit Demi Woodson and her team have done an amazing job at giving us the information needed to grow our practice.
They took all of the difficult to understand IRS lingo and broke it down into practical information we can take back and easily implement.
17 years in the industry and I felt as if I needed help to take my practice to the next level. I got what I needed this week!
If you missed this year, be sure not to miss out on next year's summit! I'll be there!
Raquel F.
Past National Tax Summit Attendee
The conference was well worth the money. The topics were relevant and I appreciate being among likeminded people.
I came back with newfound confidence. I also came back with tips and tactics to run a better business. The lessons learned were invaluable. The hospitality and food were over the top.
It strengthened my knowledge in various topics, gave me structure where I had none in my business, gave me a confidence boost, and I met some amazing individuals who are friends for life that I could ask for anything pertaining to business. It takes a village and we definitely feed off of each other.
I can't wait until next year.
Marie P.
Past National Tax Summit Attendee
Your Next Move Starts Here
Fifty Seats. One Room. A Summit Worth Showing Up For.
Three days to step away from the everyday demands of your practice, learn something valuable, meet people who get it, and return home with ideas worth putting into action.
With just 50 classroom seats, there’s room to ask questions, get clarity, and build relationships that continue long after the Summit ends.
July 20–22, 2027
San Diego, California
Beach Party Included
Registration Coming Soon
Be Ready for
Your Next Move.
Join the Priority List and we’ll email you when registration opens.
Practice management education.
Relevant tax education.
Breakfast and lunch each day.
Meaningful connections.
And yes, the beach party!
No payment required. Joining the list does not reserve a seat.
The Best Part Starts When You Get Home.
Bring the ideas, relationships, and fresh perspective back to the practice you’re building.
Help Shape the Summit
Your Summit. Your Questions. Your Input.
We have a vision for these three days, but we also know the best conversations start with understanding what tax professionals actually need.
Tell us what's happening in your practice, what challenges you're facing, and what you'd like to learn. Your input helps us make this Summit even more valuable.
Real-World Challenges
Tell us what's keeping you up at night or slowing your practice down.
Relevant Education
Help us identify the topics and questions that deserve time in the room.
A Better Experience
Share what would make these three days worthwhile for you and your practice.
We're Building This With You in Mind.
Better conversations start with better questions. We want to hear yours.
A Few Things You Might Be Wondering
Your Questions. Answered.
Planning your Summit experience? Click any question below for the details.
The Summit Experience
When and where is the Summit?
The 2027 National Tax Summit takes place July 20–22, 2027, at The Handlery Hotel in San Diego, located at 950 Hotel Circle North.
Who is the Summit for?
The Summit is designed for tax professionals, practice owners, and the team members who help their businesses run.
Whether you work on your own or lead a team, you’ll find practical education, conversations, and ideas to help you build a stronger practice. This event is not designed for individuals looking to prepare only their own tax returns.
Is this mostly tax law or practice management?
The Summit places a strong emphasis on practice management and business growth, along with relevant tax law education.
We focus on helping you understand what you’re learning and how to use it. Expect practical discussions about running your practice, improving systems, leading your team, and serving clients.
Specific session topics and the detailed agenda will be shared as they are finalized.
How many people will attend?
Summit classroom attendance is intentionally limited to 50 people. That gives you room to ask questions, connect with other tax professionals, and have meaningful conversations throughout the event.
Beach-party-only guests are separate from the classroom attendance limit.
What is the daily schedule?
Each day begins at 8 a.m. with check-in and breakfast and wraps up around 6 p.m. All times are Pacific.
We’ll have breaks between sessions so you can stretch, recharge, and connect with other attendees. The detailed schedule and beach party timing will be provided closer to the Summit.
Will I receive session materials?
Summit registrants attending the tax law sessions will receive a binder with handouts and materials from those sessions to use as a reference throughout the year.
Practice management sessions do not have handouts. We’ll provide note paper so you can capture ideas, key insights, and action steps for your business.
Where can I find Summit updates and connect with attendees?
Join our Facebook group to connect with other attendees, discuss room-sharing opportunities, and keep up with Summit announcements.
Registration & Your Team
When does registration open?
Registration is coming soon. Join the Priority List and we’ll email you when tickets are available.
Joining the list does not reserve a seat or require payment. You’ll complete your registration and purchase your tickets once registration opens.
What is included with my Summit registration?
Your Summit registration includes three days of education, breakfast and lunch each day, session materials, and the beach party.
You’ll also have time throughout the event to connect with other attendees and discuss the ideas you’re taking back to your practice.
Hotel accommodations and travel are separate.
Can I bring team members who don’t have a PTIN?
Absolutely! Your team members do not need a PTIN to attend.
The Team Member Registration — No CE Classes option is for a team member attending with a Summit registrant. It includes practice management sessions, breakfast and lunch each day, and the beach party.
This option does not include admission to CE classes. Hotel accommodations and travel are separate.
Each person attending needs their own registration. Join the Priority List and select the team member option to let us know you’re interested.
Can family members or other guests join the beach party?
Yes! Family members and other guests are welcome to join the beach party with a Beach Party Guest — Party Only ticket when registration opens.
A guest ticket covers the beach party only. It does not include Summit sessions or hotel meals.
The beach party is already included with Summit and Team Member registrations, so those attendees do not need an additional guest ticket for themselves.
Join the Priority List and select the beach party guest option if you’re interested.
What if I need to cancel my Summit registration?
Cancellation requests must be submitted in writing. Refunds for Summit registration are based on when we receive your request before the first day of the Summit:
- 60 or more days before: Amount paid, less a $100 processing fee.
- 15–59 days before: Amount paid, less a $250 processing fee.
- 14 days or fewer before: No refund.
If you’re unable to attend, you may transfer your registration to another person. Please contact us so we can update the attendee information.
Hotel, Travel & What to Bring
Where should I stay?
The Summit will be held at The Handlery Hotel, 950 Hotel Circle North, San Diego. Staying on-site makes it easy to join us for breakfast and get to the sessions.
2027 group room rates and booking instructions are coming soon. We’ll share the details once our hotel contract is finalized.
How much is parking?
Parking rates and details for the 2027 Summit are coming soon. We’ll update this information once arrangements with the hotel are finalized.
Do I need a car?
If you’re staying at the host hotel, you won’t need a car to get to the Summit sessions. You can arrange rideshare or taxi transportation for airport transfers and other outings.
Beach party transportation details will be shared closer to the event.
What should I wear and bring to the sessions?
Comfortable business casual is perfect. Meeting rooms can get chilly, so bring a light sweater or jacket.
Bring your preferred note-taking materials and the questions or business challenges you’d like to work through.
What should I wear to the beach party?
Come comfortable and ready to relax! Shorts, sundresses, casual clothes, and beach-friendly footwear are all welcome.
Bring a layer for when the evening cools down, and beach attire if you’d like to enjoy the water.
Have a question we haven’t covered?
Get in touch with the Beyond 415 Tax Coaching team. We’re happy to help you plan your Summit experience.
National Tax Summit 2027
Your Next Chapter Starts Here
Join the Priority List and we’ll email you when registration opens. Take three days to step away from the daily demands, get clarity, and connect with people who understand your business.
July 20–22, 2027
Handlery Hotel · San Diego, California
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