TaxPlanIQ Insider

April 2025

April 30, 2025

We are inviting you to an exclusive event on Friday, May 16th, The 2025 Tax Advisory Summit: Work Less & Earn More

If you haven’t yet grabbed your free seat, now is the time!

Here are some of the topics we will cover:

• 3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each
• Tax Planning During the Trump Administration: A Look to the Next 4 Years
• Understanding & Evaluating 2025’s Most Controversial Tax Strategies So You Can Handle Them with Confidence
• The Email Marketing Blueprint to Fill Your Calendar with Qualified Tax Planning Prospects
• The Golden Partnership: How Accountants & Financial Advisors Create Tremendous Value Working Together
• Building a Successful Tax Advisory Practice: A Live Q&A with Leaders Sharing Their Journey

Upcoming Events

Essential Insurance Tax Planning Strategies You Need

🗓️  May 1, 2025 at 11 am ET / 8 am PT

* Growth Plan Subscribers visit the Growth plan tab for Free Course Access

The 2025 Tax Advisory Summit: Work Less & Earn More

🗓️  May 16, 2025 from 10AM - 4PM ET

Solo 401K Power Hour with David Podell of Business Benefits Consultants 

🗓️  May 22, 2025 at 1 pm ET / 10 am PT

REMINDER: Weekly TaxLabs

Don't forget to join our weekly TaxLabs -- these are sessions exclusively for TaxPlanIQ subscribers to ask anything from strategy-specific questions to firm operations and everything in between. 

If you have not attended one of our weekly Tax Labs or have recently had a refresher on all the software can do for you, now is the time! TaxPlanIQ subscribers can join us on the first three Mondays of the month at 1pm ET / 10am PT as we review tax strategies and plans. If you'd like to attend any upcoming sessions, please register HERE or click the button below.

A Quick Note on Solo 401(k)s

Don’t Overlook Solo 401(k)s to help your high-income clients potentially deduct hundreds of thousands annually in retirement contributions.

Unlike traditional retirement plans with limited contribution caps, these advanced strategies offer much higher contribution limits!

As a company focused on advanced tax planning, we’re impressed by David Podell at Business Benefits Consultants, who specializes in implementing this powerful tax strategy.

His firm provides a turnkey solution for advisors looking to offer these sophisticated retirement plans to their clients.

Contact David directly at david@bbconsultantsllc.com to learn how Solo 401(k)s could benefit your high-income clients.

Why Deferred Sales Trust (DST)?

Most high-net-worth individuals think their only option to defer capital gains tax is a 1031 exchange—but that comes with rigid rules and timelines that often force rushed decisions.

Smart investors are shifting to strategies offering flexibility, control, and better timing. The Deferred Sales Trust (DST) is that solution.

A DST allows your clients to defer all capital gains tax on the sale of:

• Businesses
• Real estate (even if depreciated)
• Crypto
• Public/private stock
• Artwork and other assets

No 45-day ID rule. No 180-day deadline. Just smart, strategic reinvestment—on their terms.

For major exits ($1M+ gain), the DST preserves wealth, reduces stress, and unlocks reinvestment freedom.

Ready to add this tool to your toolbox?

Email Brett Swarts at brett@capitalgainstaxsolutions.com—a leading expert in DST structuring.

April Enhancements in TaxPlanIQ

While April has been focused on behind-the-scenes improvements and infrastructure work, we're excitedly preparing for something much bigger on the horizon.

Mark your calendars for our Tax Advisory Summit on Friday, May 16th, where we'll be unveiling significant enhancements that we believe will transform your TaxPlanIQ experience.  

Though we're keeping the details under wraps for now,  stay tuned, because we can't wait to share what we've been building!

As a valued customer, we always appreciate your feedback. Please follow the below steps if you would like to easily submit feedback or request a new feature inside of the TaxPlanIQ software:

1. Open your TaxPlanIQ profile and click the "TaxPlanIQ Hub" icon at the bottom left. 
2. Share your thoughts. You can share what you like, what could be improved, or any new ideas.
3. This reaches our TaxPlanIQ Team