What is the National Tax Summit?

The National Tax Summit is a premier 4-day in-person conference held in Orlando, offering a unique blend of technical tax law and practice management training. Industry experts with over a century of combined experience will share insights, providing attendees with a comprehensive understanding of the latest tax laws and effective business management techniques.

What does the Summit at Sea entail?

The Summit at Sea is a distinctive event that combines business and pleasure. Set sail on an unforgettable adventure, exploring exotic ports of call while delving deep into practice management topics. Expert speakers and interactive workshops offer valuable insights and strategies to elevate your tax practice. It's a unique opportunity to learn, network, and unwind in a breathtakingly beautiful setting.

Where can I keep up to date on topics and other information for the Summit?

Stay in the loop by joining our dedicated Facebook groups! These interactive communities are the primary hub for all things Summit-related. Connect with fellow attendees, explore room sharing opportunities, and receive real-time updates on topics, speakers, schedules, and essential details. It's not just an information resource; it's your go-to platform for building anticipation, understanding what to expect, and getting tips on how to make the most out of your Summit experience. Be part of the conversation and make your Summit journey even more enriching!

National Tax Summit

Summit at Sea

How many attendees should I expect?

We intentionally keep the National Tax Summit to 100 or fewer attendees to allow you the ability to connect to other tax professionals and ask questions that will help you get clarity that will move your business to the next level.

The Summit at Sea is expected to be approximately 50 people, including family/spouses. Not everyone will attend the learning sessions which will keep our group dynamic smaller and more inclusive.

What if I need to cancel?

Our cancellation policy for the National Tax Summit is as follows: If written notice is given at least 60 days prior to the event date, we will refund your fee less a $75 service fee. If written notice is given within 15 days prior to the event date, there will be a $150 service fee. No refunds will be granted for cancellations received after 15 days prior to the event date. 

Our cancellation policy for the Summit at Sea is as follows: If written notice is given at least 60 days prior to the event date, we will refund your fee less a $175 service fee. If written notice is given within 30 days prior to the event date, there will be a $250 service fee. No refunds will be granted for cancellations received after 30 days prior to the event date. Room substitutions may be allowed based on cruise line policy. 

Can I make payments?

Yes. When purchasing the Bundle, you may make a $500 deposit and monthly payments (minimum payment $500) with entire balance due no later than <<< >>>. Our office will make payment arrangements directly with you once registration has been completed.