Want to Build a Tax Planning Empire?

OK, maybe not an entire empire, but if you are a tax pro and interested in making your business work for you, you’ve hopefully considered tax planning.

If so, you need to know that 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. This event aims to provide a complete playbook for firm owners looking to start offering or enhance their existing tax planning and advisory services.

This online-only event will take place October 25, 2024 from 11am-5pm ET 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 directly address:

  • The impact of moving from transactional to advisory services
  • How to increase revenue without adding more clients
  • How to close a 5-figure tax planning client in 30 days
  • How to implement strategies and realize tax savings for clients
  • 7 advanced tax strategies for high net worth clients
  • A deep dive into cash balance plans
  • How to price tax planning services using the ROI Method

Additionally, for every 45-minute session attended, attendees can earn 1 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,” states Dave Lukas, CEO of TaxPlanIQ. “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 October 24. To register, please visit https://www.taxplaniq.com/your-playbook-for-building-a-tax-planning-empire

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