TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, has announced its 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees, Less Stress.
The free, full-day virtual event takes place from 10 a.m. to 4 p.m. EST on May 15 and is approved for up to six continuing professional education credits, which is a first for the biannual summit. The virtual event also brings together leading tax and financial professionals for a full day of strategy, implementation, and innovation.
This year’s event marks a significant moment for TaxPlanIQ: All attendees will get an exclusive first look at the platform’s upcoming AI-powered tax projections and scenario modeling software, set to launch in the near future.
Tax planning is most powerful when clients can see exactly where they’re headed. TaxPlanIQ’s forthcoming projections software is being built to do just that, adding quarterly estimated payment calculations, multi-scenario tax modeling, and an entity comparison tool to help advisors show clients the financial impact of their tax strategies before any decisions are made. Then it will automate the collection of data and estimate instructions to a level never seen before.
“TaxPlanIQ has been at the forefront of helping firms grow their advisory practices through proactive, strategic tax planning that creates real, measurable tax savings for clients,” TaxPlanIQ CEO Dave Lukas said in a statement. “Now we’re taking that a step further, giving advisors the ability to project outcomes, model scenarios, and show clients the full financial picture of their tax strategy before any decisions are made.”
Six sessions cover the full spectrum of building a high-performing advisory practice:
- The Firm That Runs Without Running You Down
- How to Create and Win 3 Distinct Tax Plans: Which Strategy Stacks to Use, How to Price and Implement Their Tax Plans
- Developing an Advisory Mindset: How to Think Like a Tax Strategist
- The Anatomy of a High-Impact Quarterly Tax Strategy Meeting: Packaging and Pricing Examples
- Tax Strategies for Alternative Investments in Oil and Gas and Appreciated Asset Donations
- How Advisors Sell Tax Plans Without Becoming a Sales Rep
To register for the virtual event, visit here.
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Tags: Advisory, TaxPlanIQ, Technology, virtual event
