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If you are a TaxPlanIQ customer, you have free access to our Monthly Strategy Hours. Each session includes 1 CPE provided by the CPA academy.
This Month, we host Brett Swarts, Capital Gains Tax Solution, to discuss Deferred Sales Trust.
- April 23rd, 2025
- 12 PM CST
- Live Webinar
Insurance tax planning is a critical component that businesses and individuals often overlook when managing their financial strategies. Understanding IRS regulations and guidelines related to insurance can significantly impact financial outcomes.
This CE Course will discuss insurance tax planning, which requires a nuanced understanding of IRS rules and regulations. By proactively addressing these considerations with the guidance of a knowledgeable tax advisor or insurance specialist, businesses and individuals can effectively manage their tax liabilities and optimize their financial security.
Join this course to master crucial IRS guidelines and optimize financial strategies through comprehensive insurance tax planning.
- May 1st, 2025
- 11 AM EST
- Live Webinar with MYCPE ONE
Join us at GrowCon 2025 in Provo, Utah!
From May 5-7, we’ll be connecting with bookkeeping, accounting, and tax firm owners to share how strategic tax planning can drive profitability, create scalable growth, and set firms apart in an evolving industry. Don’t miss the chance to learn, network, and gain the tools to take your business to the next level!
- May 5-7, 2025
- Live Conference
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Join us at EVOLVE 2025 in Las Vegas!
From May 5-7, we’ll be at the Cosmopolitan in Las Vegas for BDO Alliance USA’s premier conference, exploring how AI and strategic tax planning are reshaping the future for CPA firms. Connect with industry leaders, gain cutting-edge insights, and discover how forward-thinking firms are evolving for long-term success!
- May 5-7, 2025
- Live Conference
Register now to attend the free virtual Tax Advisory Summit on May 16th. Learn how to attract ideal tax clients and scale your firm so you can start working less & earning more!
- May 16th, 2025
- 10AM - 4PM ET
- FREE Virtual Live Event
If you are a TaxPlanIQ customer, you have free access to our Monthly Power Hours. Each power Hour includes 1 CPE provided by the CPA academy.
This Month, we host David Podell of Business Benefits Consultants to talk about a Solo 401K.
- May 22nd, 2025
- 12 PM CST
- Live Webinar
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Join us at AICPA® & CIMA® ENGAGE 25 in Las Vegas!
From June 9-12, 2025, at the ARIA Resort & Casino, we’ll be connecting with top accounting professionals to discuss the future of tax planning, profitability, and advisory services. Don’t miss this opportunity to learn from industry leaders, expand your network, and gain insights to elevate your practice!
- June 9–12, 2025
- Live & Online Conference
Join us at the Elite Virtual Family Office Collective in San Diego!
From June 26-27, 2025, we’ll be connecting with top advisors and accountants to explore how collaboration and high-value tax planning services can drive profitability and client success. Don’t miss this opportunity to network, learn, and expand your expertise in serving high-net-worth clients!
- June 26-27, 2025
- Live Conference
Join us at Bridging the Gap Conference 2025 in Denver, CO!
This year’s theme, “Expedition Innovation: Charting New Paths in People, Technology, and Practice,” delivers inspiring keynotes, hands-on workshops, and unmatched networking opportunities. Earn CPE & CE credits while connecting with industry leaders and exploring the latest trends shaping the future of accounting!
- July 22-24, 2025
- Live Conference
Join us at Digital CPA® 2025 in Washington, D.C.!
From December 7-11, 2025, we’ll be at the forefront of innovation in tax and advisory services, connecting with forward-thinking accounting professionals. Explore the latest technology, strategies, and insights that are shaping the future of the profession—this is one event your firm won’t want to miss!
- December 7-11, 2025
- Live Conference