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:
Recharge your mind and body in a stunning tropical setting
Earn 6 CE/CPE credits in an experiential, real-world format
Build a more profitable, sustainable tax business
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.
Speakers
Mark Kohler, JD
Nationally recognized tax and wealth-building expert, real estate investor, and CFO of Directed IRA, known for teaching advanced tax strategies and self-directed investing to help individuals build and protect wealth.
Dawn Brolin, CPA, CFE
A respected educator and speaker for over 20 years, Dawn is known for her work with technology partners, her role as President of the Accounting Cornerstone Foundation, and her multiple industry recognitions.
Liz Mason, CPA
Tech-forward accounting firm owner who helps tax advisors leverage AI and automation to improve efficiency and grow their advisory services. She focuses on practical solutions that move firms beyond outdated workflows.
Angie Toney, CPA/PFS
Deep technical expertise with exceptional client communication. Her work has been recognized by Forbes as the Best-in-State CPA in Washington, D.C. (2025) and Top 200 CPAs in the United States (2024).
David Podell
Sought-after authority in Defined Benefit and Cash Balance Plans. He is a CPE educator whose firm partners with tax strategists and financial advisors to implement and manage these plans for their clients.
Timalyn Bowens, EA
Tax representation expert who helps resolve complex IRS issues for individuals and businesses. She educates tax professionals and taxpayers through practical insights that improve tax understanding and decision-making.
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 30th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Private Room for
One Guest
$1,800
Pricing available through April 30th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Shared Room for
Two Tax Pros
$4,600
Pricing available through April 30th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Retreat + Shared Room for
Tax Pro with Guest
$3,600
Pricing available through April 30th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
Shared Room for
Two Guests
$2,600
Pricing available through April 30th (add $250 after)
* Airfares not included
*The Executive Touch Members:
Access your exclusive discount code inside the Membership Area.
This 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 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.
Ready to join us?
Can't Make it in person?
Get Virtual Access
Retreat & Community
Get immediate access to The Executive Touch community until end of 2026 and get full virtual access to the retreat sessions.
Gain real-time support, sharpen your tax planning & representation, and build connections that move your firm forward.
