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Top Women in Accounting: A Webinar on International Equal Pay Day
Join us on International Equal Pay Day for a candid conversation on the unique challenges women face in their professional journey. From navigating corporate hierarchies to balancing personal and professional growth, hear firsthand from "Top Women in Accounting" as they share their insights, stories, and strategies.
09/18/2023
12pm CST
Online
What's New at TaxPlanIQ
Step into the forefront of TaxPlanIQ's new features in our exclusive roundtable webinar! Join our founder, Jackie Meyer, as she unveils recent enhancements and offers a glimpse into the thrilling changes soon to come.
09/19/2023
12pm CST
Online
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Tax Strategies for Small Businesses
Dive deep into a treasure trove of insights within your own Profit & Loss statement and Balance Sheet that could redefine your financial game! We're not just discussing tax. We're unlocking the SECRETS to bolster your business’s financial health.
10/03/2023
Online
AI UNLEASHED FOR ACCOUNTING FIRM MANAGEMENT: WORKSHOP USING CHATGPT-4
AI Unleashed is an immersive and hands-on workshop designed for accounting professionals seeking to revolutionize their practices by adopting AI, with a specific focus on ChatGPT-4.
10/06/2023
1pm CST
Online
Becoming indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel
Learn how to become indispensable in the accounting profession by unleashing exponential growth at your firm with the combined power of The ROI Method™ of Tax Advisory Services (TAS) Flywheel.
Bi-Weekly
10 AM CDT/ 3 PM CDT
Online, Public Free
TaxPlanIQ Demo
Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.
Weekly on Mon, Tues, and Wed
11 AM CST
Online, Public, Free
TaxPlanIQ Onboarding Session
Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.
Weekly on Tues & Thurs
12 PM CST
Online For TaxPlanIQ.com trial or paid users
TaxPlanIQ Tax Lab
TaxPlanIQ subscribers and Coaching students can join us as we review tax strategies and plans. Users submit their own client's data for us to support the client sales and onboarding process. Priceless!
Weekly on Wed
1 PM CST
Online, Private for TaxPlanIQ.com paid users
TaxPlanIQ Power Hour Series
TaxPlanIQ's tax strategy webinars feature our favorite tax strategies and preferred vendors, all while earning CPE provided by CPA Academy. To learn more email Support@TaxPlanIQ.com
Monthly on Wed
2 PM CST
Online, Private for TaxPlanIQ.com paid users
CCTA | Certified Concierge Tax Accountant
You and your team can learn tax strategies' do's and don'ts. Three live group sessions a month.
Weekly on Thursdays
10 AM CST/ 11 AM CST
Online, Private, $$
CCA | Certified Concierge Accountant Mastermind
Level up your accounting firm with Coach Chuck Bauer and Jackie Meyer CPA. You don't have to be into taxes, but you do need to be into better health, wealth, & relationships at your firm!
Weekly on Thursdays
1 PM CST / 2 PM CST
Online, Private, $$$
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CCA Monthly Q & A
Get together with Coaches Jackie Meyer, Chuck Bauer, and all current Coaching students for your Q&A.
Monthly on Thursday
11 AM CST
Online, Private to current coaching clients
Featured Spotlight: Marc Schnoll
May 15, 2023 •TaxPlanIQ Support team
TaxPlanIQ is committed to the ongoing education and implementation of tax strategies. Periodically, we feature TaxPlanIQ users who have experienced...
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TaxPlanIQ Software Updates
March 4, 2022 •TaxPlanIQ Support team
TaxPlanIQ CEO Jackie Meyer spent some time demoing the new updates for TaxPlanIQ. She described these updates as “new enhancements and features… that...
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Potential Client Process for Value Pricing
February 17, 2022 •TaxPlanIQ Support team
Now that you’ve seen the benefits and transformative potential that implementing value pricing can have for your firm, it’s time to take the first...
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Value Pricing and Tax Planning
February 10, 2022 •TaxPlanIQ Support team
In part one, we covered the merits of value pricing and how it benefits accounting firms. We also covered why hourly pricing will, for the most part,...
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