FREE LIVE VIRTUAL EVENT
The 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress
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This summit is sponsored by:
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You’re Sitting On Untapped Revenue with Existing Clients
The accountants who thrive in 2026 need a better way to serve the clients they already have. With the right advisory framework, the same book of business you have today can generate two, three, even five times the revenue per client while delivering real, measurable value they'll pay for year after year. This event will separate you from firms that offer low margin compliance work today but also safeguard your practice from the oncoming AI threat that could wipe out compliance work altogether over the next 2-5 years.
This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy specialists to show you exactly how to make that shift. Walk away with the strategies and pricing frameworks to build the advisory practice you've always known was possible.
What You'll Learn:
✔ The Firm That Runs Without Running You Down: 99% of accountants experience burnout. Not because they aren't working hard enough, but because they're working in the wrong model. This session breaks down exactly why compliance-first firms stay stuck and how the shift to tax advisory changes everything: fewer clients, higher fees, and the leverage to actually grow.
✔ Developing an Advisory Mindset in Order to Think Like a Tax Strategist: The biggest barrier to building a tax advisory practice isn't knowledge. It's mindset. This session reframes how you see your role, your clients, and your value so you can step confidently into the strategist seat. Learn the thought patterns and habits of the most successful advisory practices and how to rewire your day-to-day approach around proactive, high-value work.
✔ How to Create & Win 3 Distinct Tax Plans: Strategies, Pricing & Implementation Steps: Not every client needs the same plan. This session breaks down 3 ideal tax planning client profiles and walks through 5 targeted strategies for each. For every strategy you'll get a real-world dollar example, step-by-step implementation guidance and a pricing framework. Walk away with 15 fully mapped strategies you can start using immediately.
✔ The Anatomy of a High-Impact Quarterly Tax Strategy Meeting + Packaging & Pricing Examples: Stop winging it. We break down the exact structure of a quarterly tax strategy meeting that clients love and that justifies premium pricing every time. You'll see real packaging and pricing examples, learn how to anchor value before you ever mention a number, and walk away with a meeting framework you can plug into your practice immediately.
✔ Advanced Tax Strategies for Alternative Investments in Oil and Gas & Appreciated Asset Donations: Your highest-income clients likely have untapped planning opportunities sitting right in front of you. This session goes deep on two advanced strategies that most accountants overlook. You'll get a clear breakdown of how each strategy works, which clients qualify, and how to introduce them without overcomplicating the conversation.
✔ Live Case Study: How Advisors Sell Tax Plans Without Becoming a Sales Rep: You became an accountant, not a sales rep. This session walks through a real case study showing how advisors present tax plans in a way that closes, without sales pressure. See exactly how the numbers do the talking, how to frame value before you ever mention a fee, and how the right system turns your deliverable into the closer.
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
Dr. Jackie Meyer, CPA
Founder & 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.
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.
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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.
Reserve Your Spot!
Space is limited to ensure Q&A opportunities.