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Virtual Summit: Your Playbook for Building a Tax Planning Empire

October 25, 2024 @ 11am - 5pm ET

October Event Lineup (Updated October 9) (1)

EXCLUSIVE OFFER

For every 45-minute session you attend, earn 1 entry into our drawing to win 1 year of TaxPlanIQ for free!

Register Now
Sponsored By Baker Wealth (2) (1)

Get the tools and insights you need to build your
TAX PLANNING EMPIRE

Whether you’re a seasoned CPA already offering tax planning services, or someone looking to move from compliance and tax prep to tax advisory services, this event will deliver you a complete playbook to build your own tax planning empire. 

Each session of this summit will arm attendees with actionable steps and valuable resources, ensuring they leave ready to revolutionize their approach to delivering tax planning services. 

The best part? It's completely free for you!

We'll cover topics including:

  • The Impact of Moving from Transactional to Advisory Services
  • How to Increase Revenue without Adding New Clients
  • How to Close a 5-Figure Tax Planning Client in 30 Days
  • How to Implement Strategies & Realize Tax Savings for Clients
  • Deep Dive into 7 Advanced Tax Strategies for HNW Clients
  • How to Price Tax Planning Services Using the ROI Method


Plus, a Q&A panel at the end of the day with all speakers!

Also sponsored by Vistia (bolded) (1)
Don’t miss out on your chance to win a free 1 year subscription to TaxPlanIQ!
For every 45-minute session you attend, earn 1 entry into our drawing to win 1 year of TaxPlanIQ for free!

About the Hosts

 

Jackie Meyer-cirlce
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-headshot
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.

Your Featured Speakers

Jennifer Baker- October 24 Event Headshot

Jennifer Baker, CPA, CFP®, RICP, CEPA
Owner of Baker Wealth Strategies

Anton Anderson- October 24 Event Headshot (UPDATED)

Anton J. Anderson
CEO of Elite Resource Team

Veronica Herrera- October 24 Event Headshot-1

Veronica Herrera, CPA
Chief Tax Strategist of TaxPlanIQ

Michelle Bustamante- October 24 Event Headshot

Michelle Bustamante, CPA
Owner of Ardent CPA

Daniel Guarin- October 24 Event Headshot (UPDATED)

Daniel Guarin, EA, CTC, MST
President, Proactive Tax Advisors, Inc

Save your seat now as spots are limited!

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