Tax Retreat

The July newsletter was delivered today! 📬

Inside, you’ll find photos, a final call for your feedback, Amazon gift card winners, an upcoming Happy Hour, and plenty of ways to stay connected in The Retreat Network.

Plus, we've got a brand-new AI course kicking off in August. 👀

Check your inbox for all the details! 🤠

Where are you with AI right now...
Curious? Overwhelmed? Skeptical? Already experimenting?

Wherever you are, you're not alone.

We're launching a brand-new collaborative course designed specifically for accounting pros—a place for honest conversations, shared experiences, and better questions about where AI fits into your work.

More details (including the host and session lineup) are coming soon. We think you're going to want a seat for this one. 👀

The memories are officially live! The Photo Gallery is now up on our website! 🤠

Relive the week with sessions, side quests, fun with friends.. it's all waiting for you. 💙

📷 Take a stroll down memory lane and tag your friends when you spot them!

https://www.taxretreat.org/2026-photo-gallery

We love hearing what attendees take home from Tax Retreat. 💭

Sometimes it's a new strategy. Sometimes it's a new friendship. And sometimes it's renewed inspiration and a deeper connection to the profession we all share.

That's what keeps us coming back year after year. 💙

We're already dreaming about 2027, from sessions and activities to... where we'll all meet next. 👀

If you haven't completed the attendee survey yet, there's still time...

Please complete it by July 14 so we can start planning the next Retreat with your ideas, perspective, and feedback in mind. 💙

There's something special about bringing communities together. 🌟

A huge thank you to our friends at The Collaboration Room for their partnership and support of . From providing CPE/CE to showing up, sharing ideas, and helping create an experience where learning and connection go hand in hand.

We're grateful to have you as part of our community. 💙

What do you mean you missed an open conversation with National Taxpayer Advocate Erin Collins? 😅

One of the highlights of was this open conversation, facilitated by Terry Lemons. No presentations. No slides. Just real questions, honest discussion, and a unique opportunity to hear directly from one of the most important voices in tax administration.

It's moments like these that make Tax Retreat so special. 💙

Happy Independence Day! 🇺🇸

We hope your weekend is full of good company, good food, freedom, fireworks... and absolutely no one asking, “Hey, while I’ve got you, can I ask you a quick tax question?” 🙄🤐

Have a safe and happy Fourth! ❤️🤍💙

You should have an email from us with a few post-Retreat to-dos:

📝 We'd love your feedback through our attendee survey.
📸 Help us build the photo gallery by sharing your pics.
🤠 One more nudge to hop into The Retreat Network. The conversations and connections are just getting started.