YOUR NEXT LEVEL

STARTS IN THE

RIGHT ROOM

MIAMI, FLORIDA

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.

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

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:

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

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

DIAMOND

EXPERIENCE

Limited-Time Early Bird Price!

Until April 1, 2026

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

VIP

EXPERIENCE

Limited-Time Early Bird Price!

Until April 1, 2026

Everything in General Admission

Friday Night Meet & Greet

Priority seating near the stage

Exclusive VIP Swag Bag filled with premium resources and gifts

REGULAR PRICE

$597

EARLY BIRD PRICE

$399

ATTENDING WITH A

GROUP OF 8 OR MORE?

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.

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 PM

EXCLUSIVE MEET & GREET

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| 9-5 PM

TAX AND BUSINESS SUMMIT DAY

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:

1. Advanced tax strategies for business owners

2. Business funding and credit strategies

3. Multiple streams of income

4. Systems and automation for scaling your business

5. Marketing strategies to grow and attract clients

6. 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|

5 PM

ALL WHITE YACHT EXPERIENCE

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:

Networking opportunities with entrepreneurs and professionals

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

TAX AND BUSINESS SUMMIT

SPONSORS

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NOW IS THE MOMENT.

THIS IS THE 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.

All rights reserved. Tax and Business Summit 2026