The 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress

The accountants who thrive in 2026 need a better way to serve the clients they already have. With the right advisory framework, the same book of business you have today can generate two, three, even five times the revenue per client while delivering real, measurable value they'll pay for year after year. This event will separate you from firms that offer low margin compliance work today but also safeguard your practice from the oncoming AI threat that could wipe out compliance work altogether over the next 2-5 years.

This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy specialists to show you exactly how to make that shift. Walk away with the strategies and pricing frameworks to build the advisory practice you've always known was possible.

Jackie Meyer is an entrepreneur, speaker, and consultant and has been in the tax advisory field for over two decades. Jackie’s journey is a testament to her pioneering spirit, highlighted by her leadership of a boutique CPA firm, which achieved exponential growth and culminated in a successful seven-figure sale. At the forefront of Jackie’s contributions is TaxPlanIQ, a groundbreaking SaaS platform designed to democratize tax planning. In her part-time role as President of TaxPlanIQ, Jackie continues to champion financial literacy and innovation in tax advisory services for advisors and consumers alike. Recently, Jackie was named one of CPA Practice Advisor's 2025 Most Powerful Women in Accounting.

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships.

Chase Ravsten is President of Vistia Capital, a licensed broker, and a specialist in tax-advantaged investments for high-income earners. Before founding Vistia Capital, he spent over eight years as Sr. VP of Life Sales at The Impact Partnership, where he educated financial advisors on life insurance and practice growth, and nearly 14 years at Retirement Planning Resources across insurance sales and operations leadership. He holds Series 7 and 63 licenses and a Bachelor's in Entrepreneurship with minors in Spanish and Financial Planning from Utah State University.

Anton Anderson began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as the top training company teaching Financial Advisors and Accountants how to form profitable partnerships, Elite Resource Team has thousands of clients across North America, as well as 75+ Virtual Family Office specialists that are accessible to advisors and accountants.

Evan Anderson is a Proactive Facilitator at Elite Resource Team, where he focuses on building the cooperative partnerships that make advisory relationships work. His career spans high-end hospitality, television broadcasting at FOX 9 in Minnesota, and stage management at the FOX Studio Lot in Hollywood, where he supported production teams across TV shows, films, commercials, and music videos. Throughout every role, his throughline has been the same: excellent service and people-first collaboration produce the best outcomes.

Bobbi Wipperling, CPA is the Lead Growth Consultant and Chief Tax Strategist at TaxPlanIQ. Before joining the TaxPlanIQ team, she ran her own accounting practice and spent nearly three years as Director of Accounting at Legacy Integrated, where she worked with high-net-worth clients on annual strategic plans, business structure, and tax liability minimization. Bobbi holds a BS in Accounting from the University of Wisconsin-River Falls and her CPA license through the Minnesota Board of Accountancy.

LaKeiya Keese, EA, MAcc is a Growth Consultant at TaxPlanIQ and an Enrolled Agent based in the Atlanta area. She spent over 12 years as the owner of Keese Accounting and Tax Solutions, serving business and individual clients across tax planning, tax resolution, and compliance. Before joining TaxPlanIQ, she served as an IRS Agent conducting audits, examinations, and forensic accounting work for the U.S. Department of the Treasury. LaKeiya holds a Bachelor's in Accounting from Clemson University and a Master of Science in Accounting from Keller Graduate School of Management.

Summer Larzelere is a Tax Planning Consultant and Business Coach at TaxPlanIQ. Before joining the team, she served as a Senior Tax Consultant at SteelPeak Wealth, where she worked at the intersection of tax strategy and wealth management. Her career spans roles in tax strategy coaching, senior tax accounting, and client advisory work across multiple firms. Summer holds a BA in Accounting from Lakeland University and is currently pursuing her Enrolled Agent designation. Summer loves traveling to sunny destinations, paddle boarding the Atlantic intercoastal waterway and playing the piano in her free time.

The 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress

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