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? 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
If you have not yet upgraded your account and are interested in doing so, please reply to this email or send a message to support@taxplaniq.com letting us know you want to upgrade!
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. Tax Strategy Updates
We are in the process of updating all Tax Strategies and expanding the library. We added solar passive credits, updated QBI, and improved vehicle depreciation. We are working on financed business insurance, leveraged asset donations, structured investment programs, film debt financing, financed software leaseback, and more! What strategies are you interested in?
2. Sneak Peak of our Upcoming Changes while RAP & jAIne are "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
