2026 is coming fast—and so is another tax season.

With the new Big Beautiful Bill passing just months ago, there is still a huge opportunity to help your existing clients with strategic guidance before the New Year.

This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy experts to deliver actionable insights you can implement before 2025 ends to grow your advisory services and increase profitability!

What You'll Learn:

🧑‍💼 How to Build a 7-Figure Firm While Reducing Your Workload

Get the raw, unfiltered truth about building and selling a 7-figure firm while reclaiming your life, health, and family time.

🚀 The Proven Email System for Landing Tax Planning Clients

Learn the step-by-step email strategies that turn existing clients & new contacts into booked calls — and keep your calendar consistently full.

📊 How to Increase Revenue on Your Existing Client Base in 30 Days

Discover quick-win strategies to uncover overlooked opportunities, upsell high-value services, and boost revenue fast — without adding a single new client.

🧩 Unscripted LIVE Sales Role Play for Accountants

Watch one of our sales professionals pitch a client in real time, handle tax —including turning tough objections into closed deals. You’ll gain new tactics & scripts to use with clients immediately.

💰 How to Leverage the New OB3 Paired with Powerhouse Strategies to Offer High Value Tax Planning to Your Clients With 3 Perfect Client Examples

See how to pair the latest OBBB provisions with specific strategies to deliver massive client value — including 3 real-world examples of perfect-fit opportunities.

🔥 Solo 401(k) Mastery: Exactly How to Supercharge Your Clients’ Retirement Planning

Turn one of the most popular retirement strategies into massive tax savings for your clients.

🤝 How to Structure Quarterly Tax Advisory Meetings to Keep Clients Engaged & Constantly Deliver Value Year Over Year

Most accountants meet with clients once a year. This session will show you a simple quarterly advisory model that keeps clients engaged, delivers ongoing value, uncovers new opportunities, and drives year-round revenue.

💎 Secrets of the Pros: A Live Q&A with Accounting & Tax Leaders Sharing Their Journey

Gain unprecedented access to an elite panel of tax advisors who have built successful advisory practices. Ask your most pressing questions and get candid insights on scaling your advisory services, pricing strategies, and operational excellence.

About the Hosts

Jackie Meyer, CPA

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. This notable achievement was significantly propelled by her revolutionary ROI Method, which transformed value pricing in tax advisory services. This strategy not only tripled the firm's revenue with a select client base but also set new standards for financial value and client relationships in the tax advisory industry.

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.

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. He lives with his wife and daughter in Columbus, Ohio.