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Power Hour Series 

TaxPlanIQ's tax strategy webinars featuring our favorite tax strategies and preferred vendors

 

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Upcoming Events

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Power Hour

Jackie Meyer, CPA, meets with Chase Ravsten, a Registered Representative of Vistia Capital, LLC, Member FINRA, SIPC. They discuss Oil & Gas Investments. This strategy focuses on investing in the oil and gas sector, encompassing direct investments in oil and gas projects, participation in Master Limited Partnerships (MLPs), and ownership of oil and gas royalties. It offers potential tax advantages, such as deductions for Intangible Drilling Costs (IDCs) and depletion allowances, along with the liquidity and tax benefits of MLPs, and the steady income stream from oil and gas royalties. Earn 1 hour of CPE provided by CPA Academy. For more information, email Support@TaxPlanIQ.com

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April 30th, 2024

3:00 PM - 4:00 PM CST

Online

Learning Tax strategies

We understand that learning new tax strategies can be overwhelming. That's why we offer expert tax advice to guide you through our strategies, pointing out opportunities and risks along the way.

Preferred Vendors

Save time searching for vendors to implement your tax strategy
. Looking for the perfect vendor to help you execute your tax strategy can be daunting. To simplify things, we've compiled a list of our preferred vendors who specialize in implementing these tax strategies.

CPE Credit

We partnered with CPA Academy to ensure you get 1 CPE Credit for watching our Power Hour webinars. During the webinar we will ask you questions to submit your responses for CPE.

 

How it works

Participate in a concise, informative webinar to learn about a new strategy. Take your CPE exam with CPA Academy and implement your new knowledge in TaxPlanIQ. Benefit from the guidance of expert tax advisors available to assist in the process.

 

Let's Work Together. We Make it Easy.

 

Step. 1. Register for the Webinar with Live Q&A chat with the TaxPlanIQ team.

Step 2. We check attendance and ask a few questions to submit for CPE.

Step 3. Implement your new knowledge in TaxPlanIQ and Start seeing results.

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Log in to TaxPlanIQ for more resources and discounts

 

Find the tax strategy in our library and click on resources.  We have several resources that dive further into detail and exclusive discounts. 

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TaxPlanIQ Blog

Don't Miss Out! Read on to discover tax strategies, current topics in the accounting profession, insights, value pricing, and more. Click now to read more!

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Reasonable Compensation Part 1

Read how this concept relates to s-corps and how RCReports can be a valuable tool for tax advisors.

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Reasonable compensation Part 2

We cover the risks associated with not considering reasonable comp, steps the accountant needs to walk through before running the reports.

Read
I love that TaxplanIQ has many resources about individual strategies to help me determine if it applies to my client's situation. Then, it goes a step further with how to go about implementing the strategy. Would love to see the ability to calculate based on two different tax rates. For example, phase I may be one income bracket. But after implementing the phase I strategies (or change in client situation, like retirement), then the next year would be in this lower income bracket.

Kristin Kippen, EA Offering many Tax strategy resources