Linked Accounting Alliance
Partner Summit 2026

Stronger together.Data driven.People focused.

August 4 to 6, 2026Farmington, Utah

Two and a half days inside the Linked Accounting Alliance. Working sessions for our partners, book managers, and relationship managers. Learning, collaboration, and strategic alignment across every member firm.

View agenda
Three day summit
Aug 4 to 6
Inaugural year
2026
Host city
Farmington, UT
Of working sessions
2.5 days
Who can attend

The Alliance gathers for the first two days, then narrows to partners for the Board Meeting on Day 3.

Days 1 and 2

Alliance partners, book managers, and relationship managers.

Every member firm sends the team that faces clients day to day. Two days of learning, collaboration, and strategic alignment across the Alliance.

Day 3

Partners only.

The August Board Meeting. Alliance state of the union, financials and forecast, valuation outlook, operational roadmap, and the partner-led brainstorm session.

Agenda

Three days, one direction.

Tax planning Tuesday, consulting and growth Wednesday, partner strategy Thursday.

Tuesday, August 4

Alliance

Alliance partners, book managers, and relationship managers.

  1. 12:00 to 1:00 PM

    Arrival and Welcome Lunch

    Networking lunch with icebreakers to kick off the summit and connect attendees across firms.

    Led by Jacob Ferrell
  2. 1:00 to 1:30 PM

    Summit Kickoff

    Welcome remarks, summit objectives, and overview of the 2.5 day agenda. Introductions for new attendees.

    Led by Matt Brown
  3. 1:30 to 3:00 PM

    Effective Tax Planning, Part I

    Revenue model, managing the client experience, tools, R&D tax credits, cost segregations.

    Led by Brian Van Camp
  4. 3:00 to 3:15 PM
    Break
  5. 3:15 to 5:30 PM

    Advanced Tax Planning Strategies, Part II

    831(b) Reinsurance, Solar Tax Equity, Oil and Gas, Structured Losses, Leveraged Charity, Private Operating Foundations, Structured Business and Real Estate Exits.

    Led by Brian Van Camp and Brett Redd
For the Alliance

A closed-door working summit.

Partners, book managers, and relationship managers from every member firm. Learning, collaboration, and strategic alignment for the year ahead.

Logistics or accommodations? Reach out to Matt Brown at matt@linkedalliance.co.

Draft agenda. Times and session details may shift.