Summit '26

Our Premier Tax Program for Today's Most Complex Planning Needs

Summit ’26 brings together tax, wealth and asset management professionals for a focused look at the strategies shaping today’s advisory and tax planning landscape.

Sessions emphasize practical application, risk management and adapting strategies in an environment of legislative and economic uncertainty.

Choose Your Sessions to Design Your Summit Experience

If you're attending in person, add the optional Pre-Conference Workshop on Sunday, August 23, and benefit from attending sessions on:

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

Attend General Sessions and select from track sessions to build your agenda for Monday and Tuesday, August 24-25.

General Session topics include:

  • 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

 

Track 1: Estate Planning

Designed for estate planning attorneys and advisors who work with complex client situations, this track explores sophisticated planning techniques.

  • 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: What Practitioners Should Watch For
  • Beyond the Forms: Navigating Estate and Gift Disputes
  • Morals From the Courthouse: A Study of Recent Texas Cases Impacting the  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 delivers an in-depth examination of current 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: Valuation Methods, Protest Strategy & Litigation Trends
  • R&D Updates for 2026 
  • International Tax Essentials for Global Families and Their Advisors
  • From Birth to Retirement: Tax and Legal Issues in Formation and Ultimate Disposition of Business Entities


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

 


 

Register Today Register for Webcast

 

DATE & TIME

8 a.m. August 24 - 4:10 p.m. August 25, 2026 (CT)
(Optional In-person Pre-conference Workshop available on August 23 from 2 - 5:40 p.m. CT )

LOCATION

Hilton Palacio del Rio
200 S Alamo St
San Antonio, TX 78205-3213 US

Rooms available at a discounted rate of $199 until July 29, 2026, or until the room block fills, whichever comes first.

CE CREDIT(S)

Earn up to 20 CPE Hours (In Person) or 16 CPE Hours (Webcast)

 

REGISTRATION FEES

Conference + Pre-conference Workshop (up to 20 hours):
TXCPA Member Early Bird* (before July 27): $588
TXCPA Member Standard (after July 27): $638
Nonmember: $798

Conference Only (up to 16 hours):
TXCPA Member Early Bird* (before July 27): $439
TXCPA Member Standard (after July 27): $489
Nonmember: $649

*Early Bird savings available as a benefit of TXCPA Membership

 

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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