The Tax Advisory Summit: Half the Clients, Twice the Revenue

How One Firm Owner Built a Six-Figure Tax Planning Business in Under a Year

Hear directly from a firm owner about how he went from zero tax planning revenue to a six-figure advisory business in less than 12 months. You'll hear what he charged, what worked, what didn't, and what he would do differently if he were starting again today.

From $20K to $100K+ Tax Plans: What Changed in the Offer, Pricing, and Client Conversation

What has to change for a $20,000 tax planning engagement to become a $100,000 engagement? In this live case study, a firm owner shares what changed in his approach to scoping, pricing, and client conversations to show you how to sell a $100K tax plan.

Half the Clients, Twice the Revenue: Redesigning the Way Your Firm Makes Money

What happens when your firm stops depending on a large volume of lower-fee compliance work? We break down a different firm model: fewer clients, higher-value advisory engagements, and more revenue per relationship. You'll see the math and exactly how to make the transition.

3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each

Get the 3 ideal tax planning client profiles. We'll guide you through 5 targeted strategies for each. For every strategy you'll get a real-world dollar example, strategy guidance and a pricing framework. Walk away with 3 fully mapped tax plans you can start using immediately.

Winning Your First Client and Building a Year-Round Tax Planning Business

Haven't sold a tax plan yet? We'll show you how to secure your very first tax planning engagement. Then we'll detail the blueprint for building revenue throughout the year instead of only during tax filing season.

The Email Marketing Blueprint to Fill Your Calendar With Qualified Tax Planning Prospects

Learn the step-by-step email strategies that turn existing clients & new contacts into booked calls. Our goal is to show you how to keep your calendar consistently full.

Oil & Gas and Appreciated Asset Donations: Two Advanced Tax Strategies for High-Income Clients

Learn how each strategy works, which clients may be a fit, and what implementation can look like in practice. This is a deep dive into specific tax strategies that many firms never touch, but should.

Building a Successful Tax Advisory Practice: Live Q&A With Firm Leaders

End the day by getting answers from accountants and enrolled agents who have already built successful advisory practices. Get questions answered about pricing, getting clients to say yes, scaling a service, moving away from compliance-only work, and building tax planning into your firm.

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. Recently, Jackie was named one of CPA Practice Advisor's 2025 Most Powerful Women in Accounting.

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.

Chase Ravsten is President of Vistia Capital, a licensed broker, and a specialist in tax-advantaged investments for high-income earners. Before founding Vistia Capital, he spent over eight years as Sr. VP of Life Sales at The Impact Partnership, where he educated financial advisors on life insurance and practice growth, and nearly 14 years at Retirement Planning Resources across insurance sales and operations leadership. He holds Series 7 and 63 licenses and a Bachelor's in Entrepreneurship with minors in Spanish and Financial Planning from Utah State University.

Enya Spicer is a creative content strategist who helps brands show up online in a way that feels real, relatable, and human.

With a background in multimedia journalism, Enya’s work is rooted in storytelling first. She focuses on helping professionals find their voice online without sounding forced, polished to death, or like everyone else on the internet. Her approach blends strategy, personality, and visual storytelling to build connection, not just visibility.

Today, Enya works with firms, communities, and event teams across the country, creating live content and marketing that reflects what is actually happening, not just what looks good on paper. She is known for keeping things honest, creative, and approachable.

Bill has more than 20 years of industry knowledge, business experience and dedicated study focused on helping individuals, families and small businesses work toward better tax and retirement outcomes.

Bill’s work combines tax preparation, tax planning, business knowledge and retirement-focused education. His objective is to help clients consider both their current responsibilities and their longer-term financial picture.

Through careful preparation and proactive planning, Bill helps individuals, couples and small businesses better understand their options and make more informed decisions.

Jay has been in the accounting industry for over 20 years. He received my calling into the field as a senior in high school. What he found most fulfilling is seeing how the impact an accountant can have in a business because of our love for numbers. He is a licensed CPA and I enjoy seeing you save more in taxes and put more money away for you and your family.

Over the years Jay has become a bit of a health fanatic. He works out at least 5 days per week, he reads, he listens to uplifting books and podcasts and attends many personal development seminars.

Jay believes health is our first wealth and I want to keep my body, mind and spirit very sharp to ensure that whatever he does, it can help our valued clients.

The Tax Advisory Summit
Half the Clients, Twice the Revenue

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