Take Your
Tax Practice
to the Next Level
from the Beaches of Negril, Jamaica
An exclusive Caribbean retreat for tax professionals who want to Connect, Learn, and Relax and return home with a stronger business, renewed energy, and 6 CE/CPE credits
July 5th - 9th, 2026
IDLE AWHILE | NEGRIL, JAMAICA
Escape the Grind
Elevate Your Practice
You spend most of the year carrying everyone else’s deadlines.
You’re the one clients call when things get complicated.
You pour into your team, your family, your practice… and leave yourself for last.
This retreat at IDLE AWHILE Resort in Negril, Jamaica is your invitation to step away from the noise, surround yourself with other high-level tax pros, and do something different:
Build a more profitable, sustainable tax business
Earn 6 CE/CPE credits in an experiential, real-world format
Recharge your mind and body in a stunning tropical setting
Hosted by The Executive Touch, a professional development experience + community designed specifically for tax professionals who want to lead at a higher level
It’s a curated, intimate retreat for serious tax professionals who are ready to grow.
The Three Pillars of the Retreat
1. Connect
High-Level Relationships that Outlast the Retreat
Step into a room (and onto a beach) where everyone gets what you do.
Network with experienced EAs, CPAs, JDs, and tax strategists
Trade real stories about client cases, pricing, and growth—no fluff
Build referral and collaboration relationships that can add revenue to your firm long after you return.
This is your chance to move beyond online groups and experience a true boardroom-level community in person
2. Learn
Real Strategy, Not Just Theory
You don’t need more generic slides.
You need practical, advanced training you can use the moment you get back to the office.
During two half-day conferences, you’ll dive into:
How to design a tax practice focused on representation and planning, not just volume compliance work
Strategies for attracting and keeping premium, long-term clients
Real-world case studies so you can see how to implement high-level strategies
Systems to stabilize cash flow beyond tax season and reduce burnout
6 CE/CPE credits while you learn in paradise.
3. Relax
Reset Your Energy, Reclaim Your Focus
Burnout isn’t a badge of honor. It’s a business risk.
At IDLE AWHILE, you’ll have space to breathe, think, and simply be:
Wake up to ocean views and Caribbean breezes.
Enjoy curated excursions (like beach days, local culture, or water activities)
Unplug from the constant ping of email and come back with clarity instead of exhaustion.
You’ll leave with a sharper mind, bigger vision, and the emotional margin to lead your practice well.
Ready to join us?
What’s Included in Your Retreat Package
VIP Airport Arrival & Departure Experience
Round-trip airport transportation from Sangster International Airport
(Montego Bay – MBJ), including coordinated arrival and departure support.
Three Chef-Prepared Meals Daily + Curated Snacks
Beginning with the Welcome BBQ on July 5 and concluding with breakfast on Jul 9, 2026.Luxury Boutique Stay
4 nights at IDLE AWHILE Resort in Negril, Jamaica (July 5–9, 2026),Planned Activities & Curated Excursions
Relaxed, relationship-building experiences designed to restore and inspire.All Transportation to Scheduled Activities
Ground transportation for all official retreat excursions and events.Premium Beverages
Select premium drinks are included during hosted retreat events.Dedicated Networking & Boardroom Sessions
Curated mastermind-style collaboration with high-level tax professionals.Two Half-Day Executive Conferences (ONLY FOR TAX PROS)
Earn 6 CE/CPE credits (subject to attendance requirements).
Retreat + Private Room for
One Tax Pro
$2,800
Pricing available through April 15th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Private Room for
One Guest
$1,800
Pricing available through April 15th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Shared Room
Two Tax Pros
$4,600
Pricing available through April 15th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Shared Room
Tax Pro with Guest
$3,600
Pricing available through April 15th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Shared Room
Two Guests
$2,600
Pricing available through April 15th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Who This Retreat Is For
This retreat is for you if:
You’re an EA, CPA, JD, or tax professional ready to move beyond “just getting returns done”
You’re tired of feeling isolated in your decisions and want access to peers who think at your level
You’re committed to building a high-value, strategy-focused tax practice
You know you need continuing education, but you also need a real break
If you want to grow, recharge, and connect with the kind of people who make you better, this is your room.
Why Now?
There’s always a reason to “wait until next year.”
Your best clients are looking for advisors who invest in their own growth
Your mental and physical health are essential to running a sustainable practice
Your firm’s next level won’t come from doing more of the same
This retreat gives you education, community, and rest
Spots are intentionally limited to keep the experience intimate and high-impact. Once spaces are filled, registration will close.
Ready to Build a Better Practice in Paradise?
Reserve your seat for our 3rd
annual retreat in Jamaica, WI.
Secure your spot in this high-level community
Earn CE/CPE credits in the most memorable way possible
Come home with new strategies, new connections, and a renewed you
