IT'S HERE!
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Tax Planning Season Virtual Summit

May 17, 2024 @ 10am - 4pm ET

HOSTS FEATURED SPEAKERS

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EXCLUSIVE OFFER
For every 45-minute session you attend, earn 1 entry into our drawing to win 1 year of TaxPlanIQ for free!

Register Now

Get the tools you need to supercharge  tax planning in your firm

Phew! We made it through tax season! 🥳

Whether you’re a seasoned CPA already offering tax planning services, or someone looking to move from compliance and tax prep to tax advisory services, this event will be sure to equip you with the tools you need to provide immense value to your clients this year.

Each session of this summit will arm attendees with actionable steps and valuable resources, ensuring they leave ready to revolutionize their approach to delivering tax planning services.

Join us for a day packed with insights, strategies, and expert advice to get your tax planning season off to an epic start. The best part? It's completely free for you!

We'll cover topics including:

  • The Future of Accounting Firms
  • The Impact of Moving from Transactional to Advisory Services
  • Biggest Tax Planning Mistakes to Avoid
  • 7 Powerhouse Strategies You Should Be Using for Every Client
  • How to Sell and Value Price Tax Planning
  • How to Supercharge Your Tax Firm with AI

And much more!

Don’t miss out on your chance to win a free 1 year subscription to TaxPlanIQ!
For every 45-minute session you attend, earn 1 entry into our drawing to win 1 year of TaxPlanIQ for free!

About the Hosts

Jackie Meyer-cirlce
Jackie Meyer, CPA

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.

Dave-headshot
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.

Featured Speakers

angie

Angie Toney, CPA
CEO of Oasis Tax Advisory Services

amit

Amit Chandel, CPA
President & Principal of Focus CPA Group

julie

Julie Smith, MBA
Founder of EmpowerCPA

Save your seat now as spots are limited!

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