Summit 2025 was our most dynamic event to date—bringing together CPAs, attorneys and financial professionals for two days of powerful insights, strategies and connections. From estate planning and tax updates to global reform and the impact of AI, the conversations were timely, relevant and packed with practical takeaways.
We couldn’t have done it without you—our attendees, speakers and sponsors who made this year’s Summit a true success.
We’re already planning for an even bigger Summit next year! While the dates aren’t set just yet, you can count on another cutting-edge program designed to keep you ahead in today’s shifting legal, tax, and financial landscape.
Stay tuned for updates—we’ll be sharing next year’s dates and details soon.
Keep your edge sharp. Keep building your expertise. And keep the Summit experience alive by applying what you learned to guide your clients with confidence.
👉 Be the first to know when Summit 2026 details are released!
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