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See How Tax Planning Has Changed in 2025

Live Open Demo

November 19, 2025 @ 12PM EST/ 9AM PT

 
Hosted by Dave Lukas, CEO, TaxPlanIQ

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Curious about how your firm can create tax plans in minutes for clients…but not yet ready for a one-on-one demo?  

Register Now

See How to Quickly Tax Plan for Your Client

Technology moves fast, and so do we. Join us to see the latest features in action.

✅ No hard sales pitch
✅ No pressure
✅ Just a live, behind-the-scenes look at how TaxPlanIQ is transforming tax advisory

Perfect if you're curious, but not yet ready to book a one-on-one demo.

 

What You’ll See In This Live Demo:

 

✅ A walkthrough of the TaxPlanIQ dashboard and key features in action

✅ How to streamline your entire advisory process—from proposal to implementation—in one platform

✅ A look inside the Strategy Library, packed with 125+ educational tax strategies, checklists, videos, templates, Excel tools, and more

✅ Step-by-step: how to create a client, build their tax plan, apply the right strategies and price the tax plan

✅ Time-saving tools including client templates, a pre-qualification questionnaire, and built-in task tracking to manage client to-dos with ease

✅ Where to access our Knowledge Base and how to get fast answers with our AI 

PLUS: You'll hear from a real TaxPlanIQ client on how they’re leveraging the platform inside their firm to save time and boost revenue.

What is TaxPlanIQ?


TaxPlanIQ is the tax advisory platform built for modern accountants. We help firms go beyond compliance and confidently deliver tax planning services at scale.

With just a few clicks, you can:

  • Generate custom-branded tax plans and proposals in minutes
  • Price with confidence using ROI-driven value pricing

From proposal to implementation to ROI visualization—TaxPlanIQ streamlines the entire tax advisory lifecycle. We also provide vetted strategy guides, exclusive vendor discounts, and premium CPE to continually elevate your firm.

Trusted by 1,200+ firms who have identified more than $5B in tax savings.

Ready to stop selling time and start selling strategy?

About the Host

Dave Lukas- TPIQ Headshot (Updated 2025)

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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