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TaxRetreat 🥞🧇 @taxretreat.org · 16/10/2026

Alright, foodies. This one's for you. 😋 Our host city for #TaxRetreat27 might not be the first place that comes to mind when you think of regional cuisine, but it's definitely got a few local favorites worth trying. We're not naming dishes. That would be WAY too easy. Any guesses? 👀

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TaxRetreat 🥞🧇 @taxretreat.org · 14/10/2026

A big thank you to StanfordTax for their support of #TaxRetreat26! 💙 We loved having Dan in San Antonio and hearing his insights during one of our panel discussions! Next up, they're hosting a demo, Introducing Free Tax Return Delivery by StanfordTax, on October 21 at 1pm ET.

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TaxRetreat 🥞🧇 @taxretreat.org · 13/10/2026

The possibilities are endless when you get this crew together. 💙 We made some pretty great memories at #TaxRetreat26, and we can't wait to see what we'll be doing in 2027. 👀 288 days until we're all together again at #TaxRetreat27... but who's counting? 😆

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TaxRetreat 🥞🧇 @taxretreat.org · 09/10/2026

Alright detectives, time to check the forecast. 🕵️ Our #TaxRetreat27 host city gets a taste of all four seasons. But don't worry, we're visiting in July, so we're hoping for sunshine and some pretty nice summer weather. ☀️ Of course, Mother Nature has been known to have other plans.

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TaxRetreat 🥞🧇 @taxretreat.org · 06/10/2026

Tax return delivery... without paying for another platform? 👀 Yep. StanfordTax is now offering Tax Return Delivery completely FREE. Join us for a StanfordTax demo to see how you can deliver returns, collect signatures, send estimated tax reminders, distribute K-1s, and keep it all moving through o

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TaxRetreat 🥞🧇 @taxretreat.org · 02/10/2026

Oh, this one should be helpful. 🏅 Or maybe it'll send you down an unnecessary research rabbit hole. 😅 You've got another #TaxRetreat27 clue to add to the evidence. What do you think it means? And more importantly... what city knows a thing or two about bringing home the gold?! 👀

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TaxRetreat 🥞🧇 @taxretreat.org · 28/09/2026

This is what it's all about. 💙 Come for the conversations, sessions, and ideas. Leave with new perspectives, new connections, and a community you can keep learning with long after the Retreat is over. If you haven’t checked us out yet... don’t miss out on #TaxRetreat27. 🥳

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TaxRetreat 🥞🧇 @taxretreat.org · 25/09/2026

Okay, we'll give you a slightly more useful clue this week. 😅 Our #TaxRetreat27 host city has a little something for everyone—museums, music, sports, shopping, plenty to do outside... you get the idea. So that narrows it down a little, right? 👀 You've got 2 clues now, so where are we going?

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TaxRetreat 🥞🧇 @taxretreat.org · 23/09/2026

A big thank you to Verito for sponsoring #TaxRetreat26! 💙 Their support helped make it possible—and they’re keeping the conversation going. Tomorrow, join us in The Retreat Network for Cybersecurity in the Age of AI to talk about the evolving risks, especially with AI. 🔐🤖 See y’all there!

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TaxRetreat 🥞🧇 @taxretreat.org · 18/09/2026

We told you clues for the #TaxRetreat27 location were coming... 😏 As long as you’re living in the contiguous U.S. (or Canada or Mexico), you *could* drive there. 🇺🇸 Plus, it’s near an airport that has a 3-letter code. 😆 That only gives you a couple hundred options. Whatcha thinking?

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TaxRetreat 🥞🧇 @taxretreat.org · 16/09/2026

We're starting something new. 👀 Next week, Dave Kersting and special guest Liz Scott are asking: Why are you still doing what your SOP says? They’ll be joined by Flowglad to talk about automation, AI, and where humans still do it better. 😉 Come join the conversation in The Retreat Network! 💙

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TaxRetreat 🥞🧇 @taxretreat.org · 11/09/2026

It's official. We've agreed on the location for #TaxRetreat27, but we’re not telling you just yet. 😏 We'll start dropping clues about our next host city, then announce LIVE at our Happy Hour on October 22. 🍻 For now, just save the date: July 28–31, 2027 Let the guessing begin. 🔎💙

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TaxRetreat 🥞🧇 @taxretreat.org · 11/09/2026

Join Jatin Narang, Camren Majors, and Catharine Drake for Cybersecurity in the Age of AI on Sept 24 at 2pm EST. 💻 You’ll walk away with actionable ways to better protect your firm and your clients. Plus a 30-minute breakout to learn more about Verito afterward. RSVP inside The Retreat Network!

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TaxRetreat 🥞🧇 @taxretreat.org · 09/09/2026

Magnum AI is back this week! Whether you’re using AI every day or still figuring out where it fits, come join the conversation. 💻 Magnum AI 📅 Sept. 11 📍 Inside The Retreat Network Send us a DM if you aren't already in the community. 👀

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TaxRetreat 🥞🧇 @taxretreat.org · 04/09/2026

SURPRISE! 👀 Go ahead and open your calendar and block the dates for #TaxRetreat27. 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. 😉

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TaxRetreat 🥞🧇 @taxretreat.org · 31/08/2026

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. 😅 #TaxRetreat26

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TaxRetreat 🥞🧇 @taxretreat.org · 28/08/2026

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. Thank you to Counter for supporting #TaxRetreat26!

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TaxRetreat 🥞🧇 @taxretreat.org · 26/08/2026

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?

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TaxRetreat 🥞🧇 @taxretreat.org · 25/08/2026

A big thank you to Karbon for supporting #TaxRetreat26 and leading the All the Right Moves session. 💙 It was a great reminder that while AI is a powerful tool, collaboration, communication, and critical thinking still matter. Thanks for bringing friendly competition & hands-on learning yet again!

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TaxRetreat 🥞🧇 @taxretreat.org · 21/08/2026

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. Join us 08/28 for The Problem First: What’s Costing You Time Right Now?

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TaxRetreat 🥞🧇 @taxretreat.org · 19/08/2026

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. #TaxRetreat26

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TaxRetreat 🥞🧇 @taxretreat.org · 14/08/2026

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 new ideas. Plus, our infamous shark made a surprise appearance. #TaxRetreat26.

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TaxRetreat 🥞🧇 @taxretreat.org · 13/08/2026

No sales pitch or demo. No trying to figure it all out... Just accounting pros sharing what's working, what's not, and what they're learning along the way. 💡 Magnum AI is a free series starting on 08/14 hosted by Jay Kimelman, CPA. 📩 DM us to join The Retreat Network and RSVP for the course!

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TaxRetreat 🥞🧇 @taxretreat.org · 11/08/2026

If you're missing the laughs, conversations, and familiar faces from #TaxRetreat26, we've got just the thing. 🤠🍻 Join us for Virtual Happy Hour on August 14 from 5–7pm ET. Bring your favorite beverage, catch up with friends, meet new people, and keep the community going.

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TaxRetreat 🥞🧇 @taxretreat.org · 29/07/2026

Tax Retreat may have a full agenda, but some of the best memories happen when you explore together. 🤠 These are just a few snapshots of #TaxRetreat26 attendees exploring the San Antonio River Walk, escaping the room, and trying their hand at a cooking class. What was your favorite side quest? 👀

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TaxRetreat 🥞🧇 @taxretreat.org · 23/07/2026

Starting our sponsor shoutouts with a BIG thank you to our #TaxRetreat26 Title Sponsor, Xero! 💙 They helped us get the Retreat started with Day Xero and continued showing up throughout the event. We're grateful to the Xero team for investing in and supporting this community year after year. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 22/07/2026

The July newsletter was delivered today! 📬 Inside, you’ll find #TaxRetreat26 photos, a final call for your feedback, Amazon gift card winners, an upcoming Happy Hour, and plenty of ways to stay connected. Plus, we've got a brand-new AI course kicking off in August. 👀 Check your inbox! 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 17/07/2026

Where are you with AI right now... Curious? Overwhelmed? Skeptical? Experimenting? We can help! 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.

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TaxRetreat 🥞🧇 @taxretreat.org · 16/07/2026

The memories are officially live! The #TaxRetreat26 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! www.taxretreat.org/2026-photo-g...

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TaxRetreat 🥞🧇 @taxretreat.org · 13/07/2026

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. 💙 #TaxRetreat26

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TaxRetreat 🥞🧇 @taxretreat.org · 10/07/2026

We're already dreaming about 2027, from sessions and activities to... where we'll all meet next. 👀 If you haven't completed the #TaxRetreat26 attendee survey yet, there's still time...

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TaxRetreat 🥞🧇 @taxretreat.org · 08/07/2026

A huge thank you to our friends at @tcrtalks.bsky.social for their partnership and support of #TaxRetreat26. 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. 💙

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TaxRetreat 🥞🧇 @taxretreat.org · 06/07/2026

One of the highlights of #TaxRetreat26 was this open conversation with National Taxpayer Advocate Erin Collins, facilitated by Terry Lemons. Real questions, honest discussion, and a unique opportunity to hear directly from one of the most important voices in tax.

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TaxRetreat 🥞🧇 @taxretreat.org · 04/07/2026

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! ❤️🤍💙

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TaxRetreat 🥞🧇 @taxretreat.org · 01/07/2026

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 Tax Retreat photo gallery by sharing your pics. 🤠 One more nudge to hop into The Retreat Network. The conversations and connections are just getting started.

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TaxRetreat 🥞🧇 @taxretreat.org · 29/06/2026

Another HUGE thank you to our incredible sponsors for supporting #TaxRetreat26. 💙 Your support goes far beyond a logo. It helps create opportunities for learning, meaningful conversations, lasting connections, and a community that continues long after the Retreat ends. We're grateful. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 25/06/2026

Our Group Dinners at #TaxRetreat26 brought together new friends, familiar faces, and plenty of great conversations. 🤠 🍽️ These are just a few snaps of attendees enjoying each other's company and some delicious meals. No planning, no wondering who to eat with—just good food and great company. 💙

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TaxRetreat 🥞🧇 @taxretreat.org · 23/06/2026

Interactive sessions are some of our favorites. 🤠 There's just something about getting people involved and learning together. Deb and Jen jumped right into Brenda's From Chaos to Control session with SchedulEase. Participating, engaging with the ideas, and trying something new. 💙 #TaxRetreat26

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TaxRetreat 🥞🧇 @taxretreat.org · 20/06/2026

One of our favorite things is hearing what people take away... and "vacation with all my accounting friends" might be one of our favorite descriptions yet. 💙 While we love the learning, the real magic happens when people come together, share ideas, and build friendships. #TaxRetreat26. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 17/06/2026

Check your inbox! CPE/CE certificates have been emailed. 📣 A huge thank you to The Collaboration Room for providing CPE/CE for #TaxRetreat26. 💙 If your certificate didn't arrive, needs to be sent to a different email address, or has any errors, let us know. We'll get you taken care of. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 15/06/2026

A huge thank you to our Executive Committee for the planning, ideas, feedback, problem-solving, and behind-the-scenes work that helped bring #TaxRetreat26 to life. 💙 We're grateful for their intentional planning and everything they've done to shape and grow this Tax Retreat community. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 10/06/2026

Just a week ago, we were gathering for Day Xero, meeting our Duck Buddies, and raising a glass at Happy Hour — a pretty darn good way to kick off #TaxRetreat26. 🦆🍻 Yeah... we're going to keep sharing pictures for a little while. There are too many great memories from San Antonio not to. 🤠💙

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TaxRetreat 🥞🧇 @taxretreat.org · 09/06/2026

Don't forget! Our Kwong Window session is tomorrow! 🚨 Join Peter Haukebo and Jessica Marine of Frost Law as they walk through what the court held, why it matters, and what actions practitioners may want to consider before the window closes. 🔗 Find the registration link in The Retreat Network

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TaxRetreat 🥞🧇 @taxretreat.org · 08/06/2026

That's a wrap. 🤠💙 #TaxRetreat26 may be over, but the conversations, connections, and friendships will keep going long after. That's what The Retreat Network is for. 😉 Thank you to everyone who attended, spoke, sponsored, volunteered, and helped make this year's event. See y'all in 2027. 🤗

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TaxRetreat 🥞🧇 @taxretreat.org · 07/06/2026

Wow, what an incredible few days it's been. 🤠 Today brought great final sessions, closing celebrations, and a few last side quests. And just like that, #TaxRetreat26 is in the books. We're grateful for every person who helped make it special. 💙

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TaxRetreat 🥞🧇 @taxretreat.org · 06/06/2026

Somehow it's already the last day of #TaxRetreat26. 😢💙 We've got one more morning of learning, sharing ideas, and spending time with this amazing community before Closing Celebrations at Casa Rio. Take it all in. Exchange contact info. Have that conversation. Let's make it a great day, y'all! 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 06/06/2026

While folks are on side quests, exploring the city, or hanging out with friends, Antonio found his way to the NBA Finals with his new buddy AJ. Lucky duck. 🏀🦆 Making memories. Having fun. Just another night at #TaxRetreat26. 🤠

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TaxRetreat 🥞🧇 @taxretreat.org · 06/06/2026

Day 2 at #TaxRetreat26 was all about building better together. 🤠 From branding and communication to CAS and partnerships, the conversations challenged us to think differently. And as always, some of the best moments came from the people around us. What inspired you most today? 👀

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TaxRetreat 🥞🧇 @taxretreat.org · 05/06/2026

Day 2 is all about making the work work for us. 🤠 Today we're talking brand, understanding how we're wired, the CAS craze, building partnerships, and finding better ways to work, communicate, and grow. Take a look at the agenda and get ready for another day of great conversations and ideas you can

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TaxRetreat 🥞🧇 @taxretreat.org · 05/06/2026

Morning y’all 🚿🦆 We might be moving slow this morning, but there’s probably good reason... 🤠 Dinner with friends. Unexpected adventures. Spotting celebrities. Cards Against Humanity. Now it’s time to get moving. All the Right Moves starts at 9:00 AM, and we’ve got another great day ahead. 💙

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