Tax Planning
TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire
The event on Oct. 25 is geared toward firm owners looking to start offering or enhance their existing tax planning and advisory services.
Oct. 18, 2024
TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free Virtual Summit entitled “Your Playbook for Building a Tax Planning Empire” next week.
This event aims to provide a complete playbook for accounting firm owners looking to start offering or enhance their existing tax planning and advisory services.
This online-only event will take place from 11 a.m. to 5 p.m. ET on Oct. 25, and feature advisory leaders including Jackie Meyer, CPA, Anton Anderson, Jennifer Baker, CPA, CFP, RICP, CEPA, and Danial Guarin, EA, CTC, MST.
The summit agenda will address:
- The impact of moving from transactional to advisory services;
- How to increase revenue without adding more clients;
- How to close a five-figure tax planning client in 30 days;
- How to implement strategies and realize tax savings for clients;
- Seven advanced tax strategies for high-net-worth clients;
- A deep dive into cash balance plans; and
- How to price tax planning services using the ROI method.
Additionally, for every 45-minute session attended, attendees can earn one entry into a drawing for a chance to win a free one-year subscription to TaxPlanIQ.
“Our goal for this one-day summit is to help get more advisors set up for success in offering tax planning services,” TaxPlanIQ CEO Dave Lukas. “Whether you’re just starting on your tax planning journey or have been providing tax planning for years, this summit will provide insights and guidance from top advising experts in the nation to build your tax planning empire.”
Free registration is available until Oct. 24. Registration information is available here.