The Summit 2026: Tax Planning & Practice Management

September 27-30, 2026 · Phoenix, AZ

The Summit is Retirement Tax Services' annual conference, built for advisors who want tax planning to be a core part of their service rather than something they refer out. It occupies an unusual niche on the calendar: most conferences treat tax as one session, this one treats it as the business model.

Who attends

Financial advisors building or scaling a tax-planning service, CPAs working alongside advisory firms, and the operations staff responsible for making tax-return collection and analysis a repeatable process rather than a seasonal scramble.

What's on the agenda

• Building a tax planning offer into an advisory practice

• Reading a return for planning opportunities, not compliance

• Roth conversion, distribution sequencing and multi-year tax strategy

• Working effectively with CPAs and dividing responsibility

• Pricing, packaging and staffing a tax-planning service

Why tax planning is a data-collection problem first

The analysis is the easy part. The hard part is getting a current, complete picture of a household — every account, every basis figure, every held-away asset and the prior year's return — into one place, for every client, every year. Firms that automated the collection and reconciliation side can run proactive tax planning across their whole book. Firms that did not can only do it for the clients who ask.

Milemarker is the data infrastructure layer for wealth management, unifying account, document and held-away data across 130+ systems.

Talk to us about your firm's data layer