TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, announced on May 12 the launch of its weekly Strategy Hour, a free virtual educational series aimed at accounting and tax professionals and financial advisors.
Each session runs Wednesdays from noon to 1 p.m. ET beginning May 20 and is eligible for one CPE credit.
The Strategy Hour brings in a different specialist each week to walk through a single, high-impact tax planning strategy in depth.
Sessions include a focused presentation followed by extended Q&A, giving attendees the chance to pressure-test the strategy against real client scenarios, TaxPlanIQ says.
The first session in the series will focus on the mega backdoor Roth. That will be followed by sessions on 1031 exchanges, charitable gift financing, and defined benefit plans in the weeks that follow.
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“Strategy Hour is our gift to the profession,” Dr. Jackie Meyer, CPA, founder and president of TaxPlanIQ, said in a statement. “Not every advisor is in a position to invest in a strategic tax planning software yet, but that shouldn’t keep them from learning the strategies that change clients’ lives. Every Wednesday, for free, we’re putting that education in their hands.”
TaxPlanIQ says the series is part of its broader mission to democratize tax planning by empowering all accountants and financial advisors with tools to do tax strategies with every taxpayer.
Register for Strategy Hour and join the weekly invite list here.
Photo caption: TaxPlanIQ Founder and President Dr. Jackie Meyer, CPA
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