iiinova — where your digital self keeps evolving

Does this help narrow down your guesses? Or are we just making you check the weather in every major U.S. city? 👀 The mystery ends October 22 at our Tax Retreat Happy Hour in The Retreat Network! 🍻 Be there for the big reveal!

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TaxRetreat 🥞🧇 @taxretreat.org · 18h

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

Check your September newsletter or DM us for the link to register!

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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

📅 Save the date: July 28–31, 2027 And yes, we will eventually stop messing with you. 😏 We’ll reveal the #TaxRetreat27 location at our Tax Retreat Happy Hour on October 22 in The Retreat Network! 🍻

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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

Not in The Retreat Network but want to join? Send us a DM!

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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 · 15/09/2026

Cast your vote and tell us how your day is going. No judgment—just checking on our people. 💙 And if today has you questioning all your life choices, just remember: after we make it through October 15, there’s a much-needed Tax Retreat Happy Hour on October 22 to look forward to. 🍻 😉

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TaxRetreat 🥞🧇 @taxretreat.org · 15/09/2026

September 15 deadline check: How are you doing? 👀 ✅ Done & filed 🤏 Almost there ⏰ Down to the wire 🫠 I'd rather not say...

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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

Can’t make it live? The session will be recorded and available to watch later. 🤓

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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

Magnum AI is free, collaborative, and built for accounting pros to learn from each other. 💡 Join us in The Retreat Network! Not in yet? Send us a DM!

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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

Magnum AI is free inside The Retreat Network - DM us for the join link!

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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

If you've been looking for a practical, judgment-free place to explore AI with people who understand the profession, Magnum AI is for you!

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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

RSVP in The Retreat Network! If you haven't joined yet, send us a DM and we'll get you in—for free!

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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 · 21/07/2026

We’re curious about how y'all are really feeling about AI. If you’re interested in learning more, we’ve got something for you. 👀 Magnum AI is coming to The Retreat Network, starting August 14. Stay tuned for more details!

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TaxRetreat 🥞🧇 @taxretreat.org · 21/07/2026

How are you feeling about AI in accounting right now? 🤖 Be honest... where are you at? 🟢 It’s a great tool, I use it daily! 🔵 I’m working on it and figuring things out. 🟡 I’m interested, but don’t know where to start. 🟠 Eh... I’ll adopt it eventually.

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

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

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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

Have photos we missed? Send them our way so we can add them!

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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

Please complete it by July 14 so we can start planning the next Retreat with your ideas, perspective, and feedback in mind. 💙 If you're looking for the survey, check the email address you used to register. 😊 We sent it out last week!

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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

Thanks again for being part of #TaxRetreat26. Your input, perspective, and participation help shape the future of Tax Retreat, and we can't wait to hear from you. 💙

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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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