Events

Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

 LIVE Power Hour to dive deep into strategies, overview, opportunities, and risks. 

Our Special Guests are Chase Ravsten and Eric Hoen of Vistia Capital, who will be discussing New Opportunities and Future outlook of Oil and Gas. 

  • Jan 23rd, 2025
  • 12 PM CT
  • Online, Private for TaxPlanIQ.com paid users
  • Daily

 LIVE Power Hour to dive deep into strategies, overview, opportunities, and risks. 

Our Special Guests are Alex Sonkin of the VFO HUB & Due Diligence Project,  Michael Metcalf and Phillip Miles of My Health CCM, who will be discussing Restricted Token Units (RTU) Healthcare Software. 

  • Feb 20th, 2025
  • 12 PM CT
  • Online, Private for TaxPlanIQ.com paid users
  • Daily

 LIVE Power Hour to dive deep into strategies, overview, opportunities, and risks. 

Our Special Guest is Dave Spence of Tax Free Tutor, who will be discussing LIRP. 

  • March 20th, 2025
  • 12 PM CT
  • Online, Private for TaxPlanIQ.com paid users

Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.

  • Daily M- F
  • As available
  • Online, Public, Free

Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.

  • Daily M- F
  • As Available
  • Online, Private for TaxPlanIQ.com for Customers only

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