Summit '26

Thank You for Joining Us

Summit ’26 has concluded.

Thank you to everyone who joined us in San Antonio and online for two days of advanced learning and professional connection. Together, we explored the latest developments and strategies in tax, estate planning, wealth management and advisory services, with practical insights to help professionals navigate increasingly complex client needs.

We appreciate your participation and look forward to bringing the profession together again. Stay tuned for dates and details for Summit ’27.

 

Our Premier Estate Planning and Tax Program for Today’s Most Complex Planning Needs

Summit '26 brings together tax, estate planning, wealth management and advisory professionals for two days of advanced insight into the strategies shaping today’s planning landscape.

Designed for professionals navigating increasingly complex client needs, Summit ’26 focuses on practical application, risk management and forward-looking planning strategies in a time of legislative, regulatory and economic uncertainty.

Build Your Summit Experience

Attend the main conference August 24–25 and choose from general sessions and specialized track sessions focused on today’s most pressing tax, estate planning and advisory issues.

  • Navigating Today’s IRS: Enforcement Trends and Practical Strategies
  • Mergers and Acquisitions
  • To Merge or Not to Merge: PE, M&A and the Strategic Choices Facing CPA Firms

Add the Optional Pre-Conference Workshop

In-person attendees can extend their Summit experience on Sunday, August 23, with a focused workshop on technology, AI, cybersecurity and the future of advisory services.

  • Designing the Future of Accounting: A CTO’s Perspective on Technology and AI
  • The Hidden Attack Surface: AI, Shadow IT and Cybersecurity Risks for CPAs and Advisors
  • Beyond “Same as Last Year”: Transforming Compliance Work into Client Advisory

Track 1: Estate Planning

Designed for estate planning attorneys and advisors working with complex client situations, this track explores sophisticated planning techniques, fiduciary risk and emerging litigation considerations.

  • Beyond the 401(k): Cash Balance Plans as an Advanced Tax Strategy
  • Tax Efficient, Litigation Prone: The Hidden Risks of Advanced Estate Planning
  • Elder Law
  • Red Flags in Estate and Gift Valuations
  • Beyond the Forms: Navigating Estate and Gift Disputes
  • Recent Texas Cases Impacting Wills, Probate and Trust Practice
  • Accounting in Fiduciary Litigation
  • The CPA’s Trustee Checklist: Five Failure Points That Cost Families Millions
  • Business Divorce

Track 2: Federal and State Tax

This track provides an in-depth look at current federal and state tax developments affecting individuals, businesses and fiduciaries.

  • Sales Taxation of Digital-Based Goods and Services
  • Tax Issues for Data Centers
  • Defer Capital Gains Taxes With or Without a 1031 Exchange
  • Federal Tax Litigation: Case Law Update
  • Liens, Levies and When to Call a Lawyer
  • Navigating Texas Property Tax
  • R&D Updates for 2026
  • International Tax Essentials for Global Families and Advisors
  • Tax and Legal Issues in Business Entity Formation and Disposition

Who Should Attend

This program is designed for experienced professionals who advise clients on estate and tax matters, including:

  • CPAs and tax advisors

  • Estate planning attorneys

  • Wealth advisors and financial planners

  • Trust and fiduciary professionals

  • Advisors working with high-net-worth clients and closely held businesses

 

 

 

COURSE CODE

SMT01L27

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AcctoFi is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 

 

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