If you already have TaxPlanIQ and are looking for a faster path to closing more high-value sales, this webinar is for you! Discover proven strategies to efficiently sell tax plans and grow your revenue.
Power Hour with RCX Capital Group on 1031 Exchange
🗓️ August 22nd, 2024 at 11 am CT / 9 am PDT
A like-kind exchange is a tax-deferred exchange of property that allows you to defer paying capital gains taxes on the sale of a business or investment property by exchanging it for another like-kind property. Essentially, you can swap one investment or business property for another, without having to pay capital gains taxes on the sale.
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 canjoin us weekly on Thursdays at 2pm ET / 11am 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.
Have you upgraded your account yet to our brand-new Growth Plan?
It's designed to help you grow your firm faster with tax planning and advisory services. We help you with everything from selling to implementation of tax plans, with 1:1 support along the way.
Here's some of the major perks:
Monthly Power Hour Webinar with CPE
Priority case study submission for weekly Tax Labs (Growth Plan subscribers first)
TaxPlanIQ Concierge Consultant Premium support
1:1 office hours with TaxPlanIQ Concierge Consultants to review tax plans and ensure best practices.
Monthly CPE credits (36 per year per user) through the following:
Live Weekly Training
Special Growth Program-only events
AND IT COMES WITH A 100% ROI GUARANTEE!
If you're interested in upgrading your account, email support@taxplaniq.com to get more information about the Growth plan.
Check out what Growth plan subscriber Deidra Pittman has to say about the program:
TaxPlanIQ Enhancements
At TaxPlanIQ, we're committed to continually improving our tax planning software to serve you better. We're excited to announce several enhancements launched in June designed to streamline user experience, improve accuracy, and provide access to the latest tax strategies. Here's a rundown of the enhancements released this month:
1. Latest Tax Strategy Update
We are in the process of updating all Tax Strategies and expanding the library. We added the Tribal Tax Credit. The Indian Employment Credit (IEC) is a federal tax incentive designed to encourage businesses to hire and retain employees who are members of federally recognized Native American tribes or their spouses. This credit promotes economic development within Native American communities and offers significant tax savings for businesses. What strategies are you interested in?
2. Prompts & tax strategy suggestions with jAIne
Have you tried jAIne lately?
Customer: "I have an LLC client making over $1 million. Would it make sense to change them to an S corporation?
jAine: "Yes, it makes sense to change your client to an S-CORP, especially because they are generating a significant amount of profits...
Customer: "What should I collect from the client for tax planning?"
jAine: We recommend collecting their last filed personal tax return and loading it into TaxPlanIQ to provide strategy ideas...
3. Sneak Peak of our Upcoming Changes while RAP is "Under Construction"
We’ve been hard at work building some MAJOR enhancements to TaxPlanIQ based on your feedback over the last few months.
We heard you loud and clear that you wanted more automation, fewer clicks, and more customization.
As new features are rolled out, as with any software release, you may find the system will need a refresh or update. If you run into any challenges at all, our team will be standing by ready to help with any needs you have.
Please don’t hesitate to reach out to our support team at any time at support@taxplaniq.com.
These enhancements represent our ongoing commitment to delivering a comprehensive, user-friendly tax planning software. We're dedicated to providing tools and features that empower users to navigate the complexities of tax planning with confidence and ease. Stay tuned for more updates as we continue to evolve and improve our software to meet your needs effectively.
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:
Open your TaxPlanIQ profile and click the "TaxPlanIQ Hub" icon at the bottom left.
Share your thoughts. You can share what you like, what could be improved, or any new ideas.
This reaches our TaxPlanIQ Team
TaxPlanIQ, 1207 South White Chapel Blvd, Suite 200, Southlake, TX 76092, United States, 888-272-1258
