WELCOME TO THE TAX AND BUSINESS SUMMIT
Get In The Room Where Strategy, Growth, and Legacy Align
Join entrepreneurs, tax professionals, business leaders, and financial experts for a high-level summit designed to help you think bigger, grow smarter, and move with greater clarity in 2026.
DATE
MAY 22-24, 2026
LOCATION
Hyatt Regency Miami
400 Southeast 2nd Avenue,
Miami, FL 33131 US
DRESS CODE
business casual
WELCOME TO THE TAX AND BUSINESS SUMMIT
Get In The Room Where Strategy, Growth,
and Legacy Align
Join entrepreneurs, tax professionals, business leaders, and financial experts for a high-level summit designed to help you think bigger, grow smarter, and move with greater clarity in 2026.
DATE
MAY 22-24, 2026
LOCATION
Hyatt Regency
Miami 400 Southeast
2nd Avenue, Miami,
FL 33131 US
DRESS CODE
business casual
This Is Not Just Another Event
The people building stronger businesses and making smarter financial moves are not doing it alone.
They get in the right rooms, learn from the right people,
and apply the right strategies.
That is what the Tax and Business Summit is all about.
For two powerful days, you will gain real insight, meaningful connections, and practical strategies to help you move forward with clarity and confidence.
This Is Not Just Another Event
The people building stronger businesses and
making smarter financial moves are not doing it alone.
They get in the right rooms, learn from the right people,
and apply the right strategies.
That is what the Tax and Business Summit is all about.
For two powerful days, you will gain real insight, meaningful connections,
and practical strategies to help you move forward with clarity and confidence.
MEET the founder
Dr. Rosie Thomas
Known as The Texas Tax Pro, Dr. Rosie Thomas is a Dallas native who has been transforming the worlds of business and accounting through Thomas Financial since 2009. Through tax services, coaching, and business education, she has empowered entrepreneurs to grow with confidence and build with intention.
A best-selling author, Presidential Lifetime Achievement Award recipient, and co-founder of Millionaire Legacy Builders, Dr. Rosie is passionate about helping individuals create wealth, expand their vision, and leave a lasting legacy.
MEET the founder
Dr. Rosie Thomas
Known as The Texas Tax Pro, Dr. Rosie Thomas is a Dallas native who has been transforming the worlds of business and accounting through Thomas Financial since 2009. Through tax services, coaching, and business education, she has empowered entrepreneurs to grow with confidence and build with intention.
A best-selling author, Presidential Lifetime Achievement Award recipient, and co-founder of Millionaire Legacy Builders, Dr. Rosie is passionate about helping individuals create wealth, expand their vision, and leave a lasting legacy.
MEET the speakers
Hear from dynamic experts, successful entrepreneurs, and influential leaders who are ready to share insight, strategy, and practical wisdom to help you grow with intention.
MEET the speakers
Hear from dynamic experts, successful entrepreneurs, and influential leaders who are ready to share insight, strategy, and practical wisdom to help you grow with intention.
Why You Need To Be In This Room
Because the right room can change everything.
At the Tax and Business Summit, you will experience:
High-level conversations that expand your thinking
Practical strategies for business growth and financial positioning
Access to leaders and experts with real-world experience
Meaningful networking with driven entrepreneurs and professionals
An elevated atmosphere designed to inspire bold moves and bigger vision
Why You Need To Be
In This Room
Because the right room can change everything. At the Tax and Business Summit, you will experience:
High-level conversations that expand your thinking
Practical strategies for business growth and financial positioning
Access to leaders and experts with real-world experience
Meaningful networking with driven entrepreneurs and professionals
An elevated atmosphere designed to inspire bold moves and bigger vision
CHOOSE YOUR EXPERIENCE
Whether you want to attend, elevate your access, or bring your team,
there is a seat for your next level.
general admission
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Full access to the Tax and Business Summit Experience
Powerful training on business growth, tax strategies, funding, and wealth building
Access to expert speakers and panel discussions
Networking opportunities with entrepreneurs and professionals
REGULAR PRICE:
$499
EARLY BIRD PRICE:
$249
VIP EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything in General Admission
Friday Night Meet & Greet
Priority seating near the stage
Exclusive VIP Swag Bag filled with premium resources and gifts
VIP check-in experience
Enhanced networking opportunities with speakers and attendees
REGULAR PRICE:
$597
EARLY BIRD PRICE:
$399
DIAMOND EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything included in General Admission + VIP
Exclusive Meet & Greet with Dr. Rosie and featured speakers
Premium networking with high-level entrepreneurs
Access to the VIP All-White Yacht Affair Sunday
Luxury celebration with music, entertainment, networking, and unforgettable vibes
REGULAR PRICE:
$1,999
EARLY BIRD PRICE:
$999
Take the Weekend to the Next Level
Close out the Tax and Business Summit with an exclusive Yacht Experience in Miami.
More than a celebration, this is your chance to connect, network, and create unforgettable moments on the water.
Attending with a group of 10 or more? Purchase a table and enjoy an elevated experience together.
For reservations or questions about the Yacht Experience, contact us today.
CHOOSE YOUR EXPERIENCE
Whether you want to attend, elevate your access, or bring your team,
there is a seat for your next level.
general admission
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Full access to the Tax and Business Summit Experience
Powerful training on business growth, tax strategies, funding, and wealth building
Access to expert speakers and panel discussions
Networking opportunities with entrepreneurs and professionals
REGULAR PRICE:
$499
EARLY BIRD PRICE:
$249
VIP EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything in General Admission
Friday Night Meet & Greet
Priority seating near the stage
Exclusive VIP Swag Bag filled with premium resources and gifts
VIP check-in experience
Enhanced networking opportunities with speakers and attendees
REGULAR PRICE:
$597
EARLY BIRD PRICE:
$399
DIAMOND EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything included in General Admission + VIP
Exclusive Meet & Greet with Dr. Rosie and featured speakers
Premium networking with high-level entrepreneurs
Access to the VIP All-White Yacht Affair Sunday
Luxury celebration with music, entertainment, networking, and unforgettable vibes
REGULAR PRICE:
$1,999
EARLY BIRD PRICE:
$999
Take the Weekend
to the Next Level
Close out the Tax and Business Summit with an exclusive Yacht Experience in Miami.
More than a celebration, this is your chance to connect, network, and create unforgettable moments on the water.
Attending with a group of 10 or more? Purchase a table and enjoy an elevated experience together.
For reservations or questions about the Yacht Experience, contact us today.
CHOOSE YOUR EXPERIENCE
Whether you want to attend, elevate your access, or bring your team,
there is a seat for your next level.
general admission
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Full access to the Tax and Business Summit Experience
Friday Night Meet & Greet
Powerful training on business growth, tax strategies, funding, and wealth building
Access to expert speakers and panel discussions
Networking opportunities with entrepreneurs and professionals
REGULAR PRICE:
$499
EARLY BIRD PRICE:
$249
VIP EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything in General Admission
Friday Night Meet & Greet
Priority seating near the stage
Exclusive VIP Swag Bag filled with premium resources and gifts
VIP check-in experience
Enhanced networking opportunities with speakers and attendees
REGULAR PRICE:
$597
EARLY BIRD PRICE:
$399
DIAMOND EXPERIENCE
Limited-Time Early Bird Price!
Until April 1, 2026
Includes:
Everything included in General Admission + VIP
Exclusive Meet & Greet with Dr. Rosie and featured speakers
Professional photo opportunities
Premium networking with high-level entrepreneurs
Access to the VIP All-White Yacht Affair Sunday
Luxury celebration with music, entertainment, networking, and unforgettable vibes
REGULAR PRICE:
$1,999
EARLY BIRD PRICE:
$999
Take the Weekend to the Next Level
Close out the Tax and Business Summit with an exclusive Yacht Experience in Miami.
More than a celebration, this is your chance to connect, network, and create unforgettable moments on the water.
Attending with a group of 10 or more? Purchase a table and enjoy an elevated experience together.
For reservations or questions about the Yacht Experience, contact us today.
Your Summit Weekend Experience
05.22.26| fridAY | 7:00 pm
Kick off the weekend with an exclusive Meet & Greet Reception. This intimate networking experience allows attendees to connect with Dr. Rosie Thomas, featured speakers, and fellow entrepreneurs in a relaxed setting before the summit begins.
Build powerful relationships, exchange ideas, and
prepare for a transformational weekend.
05. 23.26 | Saturday – Tax & Business Summit| 9:00 AM – 5:00 PM
Join us for a full day of powerful education, networking, and real strategies designed to help entrepreneurs grow, scale, and build wealth.
During the Tax & Business Summit, you will learn from
industry experts covering topics such as:
Advanced tax strategies for business owners
Business funding and credit strategies
Multiple streams of income
Systems and automation for scaling your business
Marketing strategies to grow and attract clients
Real estate and wealth-building opportunities
This high-energy event is designed to give you actionable tools you can
immediately implement in your business.
Location: Hyatt Regency Miami
Available for All Ticket Holders
05. 24.26 | SUNDAY – ALL WHITE YACHT EXPERIENCE| DEPARTURE TIME: TBD
Close out the weekend with a luxury All White Yacht Experience alongside entrepreneurs, speakers, and leaders from the summit.
Enjoy beautiful views, music, entertainment, networking, and celebration as we connect with like-minded individuals who are serious about building wealth and success.
Dress Code: All White Attire
Departure Location: Hyatt Regency Miami
Available for Platinum Ticket Holders
Your Summit Weekend Experience
05.22.26 | fridAY | 7:00 pm
Kick off the weekend with an exclusive Meet & Greet Reception. This intimate networking experience allows attendees to connect with Dr. Rosie Thomas, featured speakers, and fellow entrepreneurs in a relaxed setting before the summit begins.
Build powerful relationships, exchange ideas, and prepare for a transformational weekend.
05. 23.26 | Saturday
Tax & Business Summit
9:00 AM – 5:00 PM
Join us for a full day of powerful education, networking, and real strategies designed to help entrepreneurs grow, scale, and build wealth.
During the Tax & Business Summit, you will learn from
industry experts covering topics such as:
Advanced tax strategies for business owners
Business funding and credit strategies
Multiple streams of income
Systems and automation for scaling your business
Marketing strategies to grow and attract clients
Real estate and wealth-building opportunities
This high-energy event is designed to give you actionable tools you can immediately implement in your business.
Location: Hyatt Regency Miami
Available for All Ticket Holders
05. 24.36 | SUNDAY
ALL WHITE YACHT EXPERIENCE
DEPARTURE TIME: TBD
Close out the weekend with a luxury All White Yacht Experience alongside entrepreneurs, speakers, and leaders from the summit.
Enjoy beautiful views, music, entertainment, networking, and celebration as we connect with like-minded individuals who are serious about building wealth and success.
Dress Code: All White Attire
Departure Location: Hyatt Regency Miami
Available for Platinum Ticket Holders
partner with purpose
The Tax and Business Summit 2026 isn’t just an event, it’s where the future of tax strategy, finance, and business growth is shaped. As a sponsor, you will:
Showcase your brand to a high-level audience
Gain premium visibility across event promotions and on-site experiences
Build valuable relationships that can lead to long-term partnerships
Align your brand with an experience centered on leadership, impact, and growth
Don’t just attend. Stand out.
partner with purpose
The Tax and Business Summit 2026 isn’t just an event, it’s where the future of tax strategy, finance, and business growth is shaped. As a sponsor, you will:
Showcase your brand to a high-level audience
Gain premium visibility across event promotions and on-site experiences
Build valuable relationships that can lead to long-term partnerships
Align your brand with an experience centered on leadership, impact, and growth
Don’t just attend. Stand out.
sponsors
See the incredible sponsors helping bring our Tax and Business Summit to life.
sponsors
See the incredible sponsors helping bring our Tax and Business Summit to life.
Your Next Level Starts In The Right Room
The right insight can shift your strategy.
The right connection can open a new door.
The right room can change your future.
The Tax and Business Summit was created for people who are
ready to grow with intention, lead with confidence, and build something that lasts.
Join us in Miami for an experience designed to move you forward.
Your Next Level Starts In The Right Room
The right insight can shift your strategy. The right connection can open a new door. The right room can change your future.
The Tax and Business Summit was created for people who are
ready to grow with intention, lead with confidence, and build something that lasts.
Join us in Miami for an experience designed
to move you forward.
Copyright 2026 | All rights reserved.
Copyright 2026 | All rights reserved.