TaxPlanIQ Insider

March 2025

March 28, 2025

Upcoming Events

Uncover the Tax Credits You Might Be Missing

🗓️  April 3, 2025 at 11 am ET / 8 am PT

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

Deferred Sales Trust Power Hour with Brett Swarts of Capital Gains Tax Solution 

🗓️  April 17, 2025 at 1 pm ET / 10 am PT

We'd Love Your Vote! 🗳️

Vote for TaxPlanIQ in this year's
CPA Practice Advisor Readers' Choice Award!

We are found on Question #2 inside the survey called “Tax Planning Systems”.

Click here to cast your 2025 CPA Practice Advisor Reader’s Choice vote.

• If you want to move quickly through the survey, click "n/a" on all the other questions and answers if you need to go quickly.
• When you get question #35, be sure to cast a vote for The Concierge CPA podcast!

Why cast your vote for TaxPlanIQ ?

• We've helped accounting professionals generate over $1 BILLION in tax savings for their clients
• Our average user saves hours on each tax plan while delivering an average of $40,783 in client savings
• We're constantly innovating based on YOUR feedback

Your vote is a powerful way to recognize the tools making a difference in the profession AND to help us!

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.

March Enhancements in TaxPlanIQ

At TaxPlanIQ, we are committed to continuously improving our tax planning software to better serve our users. This month, we're excited to introduce key feature updates and enhancements designed to streamline your experience and maximize efficiency.

Major Enhancements:

• Web and Word versions of the tax plan report now have a similar and enhanced look and feel.

• All Tax Strategies updated and ready for use in 2025 tax planning
• Improvement of the Life Insurance Retirement Plan (LIRP) tax strategy
• Support for the following new tax strategies:
  • Tax-Exempt Interest
  • Tax-Free Capital Gain Harvesting
    

Minor Enhancements:

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.

• Reorganized slides in the tax plan Presentation tab

• Improvements to reading 1040-SR forms

• jAIne large language model (LLM) improvements

• Multiple updates across all areas of the software to improve functionality and speed

Upcoming Enhancements in April:

• Automatic redaction of uploaded tax forms in the RAP process
• New Client Portal UX
  

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:

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