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The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm?
2nd Session: July 25 @ 12-1:30pm ET 

 
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Massive tax changes are here now. Are you ready to help your clients take advantage ASAP?

Register Now

Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities.

As an accountant, this is your chance to become indispensable.

Join us for a timely, practical webinar breaking down the key provisions of the new legislation (a.k.a. the “Big Beautiful Bill”)—and how you can proactively use them to deliver real savings and value to your clients.

 

Here’s Some of What We’ll Cover:

 

✅ 100% Bonus Depreciation Is Back—Permanently

One of the most aggressive tax tools is now locked in. We’ll cover how to use it for big-ticket purchases and strategic timing.

✅ R&D Expensing Reinstated (Retroactive to 2022)

Full expensing is back for domestic R&D. If your business-owner clients qualify, this could unlock huge deductions immediately.

✅ Permanent QBI Deduction for Pass-Throughs

The 20% deduction is now permanent—but most advisors miss out on optimizing it for high-income clients. We’ll show you how.

✅ Overhauled QSBS Exclusion Rules

New tiers, higher caps, and earlier exits. Big changes to Section 1202 open new doors for startup founders and investors—if you know how to navigate them.

✅ Tax Planning That Powers Business Growth

We’ll walk through how these provisions can be layered together for massive ROI—and how to position yourself as the expert who brings it all together.

And a lot more!!

If you’re an accountant, EA, or tax advisor…this webinar will help you:

  • Identify new savings for clients before tax season hits

  • Stay ahead of the curve (before competitors even mention it)

  • Add proactive value your clients will actually feel

About the Host

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Dr. Jackie Meyer, CPA

Founder & President, TaxPlanIQ

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. This notable achievement was significantly propelled by her revolutionary ROI Method, which transformed value pricing in tax advisory services. This strategy not only tripled the firm's revenue with a select client base but also set new standards for financial value and client relationships in the tax advisory industry.

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.

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Dave Lukas

CEO, TaxPlanIQ

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. He lives with his wife and daughter in Columbus, Ohio.

Get your seat now!

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