Tax Retreat

Tax Retreat "Welcome to the Tax Retreat – the Anti-Conference for Tax Pros! We’re here to bring the tax community together beyond the keyboard.

Formerly known as the , we create a space to connect, learn, and grow without the stuffy conference vibe

09/04/2026

SURPRISE! 👀

Go ahead and open your calendar and block the dates for . Tell your friends and colleagues. Start making plans. 😎

SAVE THE DATE: JULY 28–31, 2027

As for *where* we're going, we're not giving that away quite yet... more clues coming soon. 😉

It wouldn't be Tax Retreat without a few rounds of Cards Against Humanity. 🃏Is it a little competitive? Absolutely.A lit...
08/31/2026

It wouldn't be Tax Retreat without a few rounds of Cards Against Humanity. 🃏

Is it a little competitive? Absolutely.
A little inappropriate? Certainly.
Full of laughs and unforgettable moments? Definitely.

It's become one of those unofficial traditions that brings people together and leaves everyone with a few stories they'll probably never live down. 😅

One of the things we love most about Tax Retreat is community participation. 💙Different communities. Different vibes. Di...
08/28/2026

One of the things we love most about Tax Retreat is community participation. 💙

Different communities. Different vibes. Different ways to connect. Many attendees are part of several, finding the people, conversations, and support that fit them best.

A big thank you to Counter for supporting . We're grateful to have you as part of the Retreat and the broader community we're building together. 🤠

08/26/2026

You can still join Magnum AI on 08/28 for Session 2! The Problem First: What’s Costing You Time Right Now? ⏰

Let's talk pain points, then we'll explore where AI might actually help. What's slowing you down? What's repetitive, frustrating, or just plain annoying?

A big thank you to Karbon for supporting and leading the All the Right Moves session. 💙Each table played the game "Cod...
08/25/2026

A big thank you to Karbon for supporting and leading the All the Right Moves session. 💙

Each table played the game "CodeNames." It was fun, a little frustrating (in the best way), and a great reminder that while AI is a powerful tool, collaboration, communication, and critical thinking still matter.

As a bonus, the winner from each table got to take the game home!

Thanks, Karbon, for bringing fresh ideas, friendly competition, and a hands-on learning experience to Tax Retreat yet again!

ChatGPT? Claude? Gemini? Copilot? Something else? 👀What AI tools are you actually using...and what are you using them fo...
08/21/2026

ChatGPT? Claude? Gemini? Copilot? Something else? 👀

What AI tools are you actually using...and what are you using them for?

We kicked off our first Magnum AI session last week with some great conversations about how accounting pros are experimenting with AI in the real world.

Next up on August 28: The Problem First: What’s Costing You Time Right Now?

If you want to join the conversation, Magnum AI is free inside The Retreat Network!

Some ideas stay in your notebook. Others go straight back to the office with you. 💙That's what we hope every attendee ta...
08/19/2026

Some ideas stay in your notebook. Others go straight back to the office with you. 💙

That's what we hope every attendee takes home from Tax Retreat—fresh perspectives, practical ideas, and conversations that make a real difference for your clients, your team, and your business.

Thanks for sharing your experience with your network. 💙

Real Life Remote Work was all about connection, communication, boundaries, relationships, and building a workplace where...
08/14/2026

Real Life Remote Work was all about connection, communication, boundaries, relationships, and building a workplace where people can thrive. 💻

Andrea, Matthew, and Karl shared practical insights, honest experiences, and ideas attendees could take back to their own teams.

Plus, our infamous shark made a surprise appearance.🦈

Only at .

No sales pitch or demo.No trying to figure it all out alone...Just accounting pros sharing what's working, what's not, a...
08/13/2026

No sales pitch or demo.
No trying to figure it all out alone...

Just accounting pros sharing what's working, what's not, and what they're learning along the way. 💡

Magnum AI is a free six-part series starting on 08/14 hosted by Jay Kimelman, CPA. As COO of Pillar Accounting & Technology, an AI-first outsourced accounting and technology advisory firm, Jay will guide discussion while attendees learn from one another through honest conversations and real-world experiences.

📩 DM us to join The Retreat Network and RSVP for the course!

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78704

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