April 25–29, 2027 · Las Brisas, Acapulco, Mexico
Your compliance,
done for you.
A private villa over Acapulco Bay for CPA and tax firm owners. Earn 6 CPE credits, and fly home with your Written Information Security Plan and Incident Response Plan finished, with two bound copies.
What you'll leave with
One trip. Your firm's compliance, finished.
CPE credits
A big chunk of your annual requirement, earned in one trip.
Compliance, done for you
We build your written security plan. You leave fully compliant.
Federal and state rules
The FTC Safeguards Rule (GLBA), plus your Massachusetts, Connecticut or Florida law.
Two bound copies
Of your compliance policies: one for the office, one for home.
You'll be compliant with
The FTC names tax preparation firms as “financial institutions” under the Safeguards Rule, and PTIN renewal asks you to confirm your firm has a written security plan. This week, you get one.
You'll be trained on
Know what's required, and what to do when something happens.
- Your compliance requirements: FTC, GLBA and your state
- The TA Compliance Portal and how to use it
- What a WISP is and how it works
- Your Incident Response Plan and how it works
- When you must notify the authorities
- Who to call first when something happens
Your week at a glance
Two focused sessions a day. The rest is yours.
Afternoons after 2:00 PM and evenings are free for the pool, the chef's table and the sunsets over the bay.
| Day | 11:00–11:50 AM | Lunch | 1:10–2:00 PM |
|---|---|---|---|
| Sun, Apr 25 | Arrivals and airport pickup · Welcome dinner | ||
| Mon, Apr 26 | Session 1: The Rules | 11:50–1:10 | Session 2: Your State Law |
| Tue, Apr 27 | Session 3: The WISP | 11:50–1:10 | Session 4: The TA Compliance Portal |
| Wed, Apr 28 | Session 5: Incident Response | 11:50–1:10 | Session 6: Breach Tabletop & Sign-Off |
| Thu, Apr 29 | Bound copies handed out · Airport drop-off | ||
CPE credits
6.0 (six 50-minute sessions)
Delivery method
Group live
Program level
Basic · No prerequisites
Advance preparation
Pre-retreat firm questionnaire
Learn from an internationally renowned speaker
Konrad Martin
Former CPA, two-time Amazon #1 bestselling author and President & CEO of Tech Advisors, Inc. Konrad has spoken at MIT, the Harvard Business Club, Oxford University, London University, the Royal College of Physicians, the Bank of Mexico and more.
Come learn what others paid to hear.
Your hosts for the week are Konrad & Jeanne Martin.
The villa
A private villa over the bay, every detail handled.
Private chef
Gluten-free, sugar-free, Instagram-ready meals.
Maids and butlers
Every detail handled, so the week is about your firm and your downtime.
Airport pickup and drop-off
Fly into Acapulco (ACA) on April 25 and home April 29. We meet you at the airport.
Your investment
All-inclusive, per CPA.
The villa, every meal, airport transfers, six CPE sessions, your finished WISP and Incident Response Plan, and two bound copies of your policies.
Airfare not included. Book flights into Acapulco (ACA) arriving April 25 and departing April 29.
Seminar special, per CPA
Save $800 when you sign up November 16–20 at the New England Practice Management Seminar.
Bring your spouse or significant other for $1,250 more.
Reserve: 617-974-0560