TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free virtual summit, “2025 Tax Advisory Summit: Work Less and Earn More,” on May 16.
This event aims to provide a complete playbook for firm owners looking to start offering or enhance their existing tax planning and advisory services.
The event will be held from 10 a.m. to 4 p.m. ET on May 16. The virtual summit brings together more than 1,000 tax, accounting and financial advising firm owners, industry leaders, successful practitioners, and tax strategy experts, and aims to deliver actionable insights you can implement immediately to grow your advisory services and increase profitability.
Hosted by TaxPlanIQ Founder and President Dr. Jackie Meyer, CPA, and CEO Dave Lukas, this year’s featured speakers include: Baker Wealth Strategies Owner Jennifer Baker, CPA, CFP; Elite Resource Team CEO Anton J. Anderson; Oasis Tax Advisory Services CEO Angie Toney; and Nathan Sosa, CPA, manager of national Tax department, Hall CPA.
Sessions include:
- 3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each
- Tax Planning In 2025 During the Trump Administration
- Understanding & Evaluating 2025’s Most Controversial Tax Strategies So You Can Handle Them with Confidence
- From Overworked to Optimized: Unlocking the True Potential of Your Firm
- The Email Marketing Blueprint to Fill Your Calendar with Qualified Tax Planning Prospects
- Panel: The Golden Partnership: How Accountants & Financial Advisors Create Tremendous Value Working Together
- Panel: Building a Successful Tax Advisory Practice: A Live Q&A with Leaders Sharing Their Journey
Additionally, for every 45-minute session attended, attendees can earn one entry into a drawing for a chance to win a free one-year subscription to TaxPlanIQ.
“Tax planning is no longer a nice-to-have—it’s a necessity for firms that want to stay relevant and profitable,” Lukas said in a statement. “We designed this summit to cut through the noise and give advisors the frameworks and strategies that actually work in today’s market.”
Register at: https://www.taxplaniq.com/2025-tax-advisory-summit
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Tags: Accounting, TaxPlanIQ, Technology, virtual event
