TaxPlanIQ

06/08/2026

Join us on June 17th for our weekly educational webinar that includes 1 CPE credit.

We’ll be focused on the Oil & Gas strategy.

Come and discover how your high-income W2 or business clients can get significant tax write-offs & income distributions!

Register now at

Join us for a live, one-hour session where we walk you through everything you need to know about the Oil & Gas strategy.

06/03/2026

Download the agentic AI playbook that shows accountants how to run Gmail and more from Claude on their phone.

Inside, You’ll Discover:

✅ Step-by-step to connect Gmail, Slack, and Claude Projects so AI works across your whole firm, not just in one browser tab

✅ How to find threads, read full context, and draft client replies without ever opening your inbox

✅ The instruction that turns a vague task into a step-by-step Slack message, ready for your approval before it posts

✅ How to pull real complaints from Reddit and the web, then turn them into LinkedIn posts in your prospects' exact words

✅ How to load your voice, pricing, and client context once so Claude writes like a trained team member every session

✅ A five-task sequence across Gmail, Slack, and research in under 12 minutes, no laptop required

Download for free at

Download the agentic AI playbook that shows accountants how to run Gmail and more from Claude on their phone.

06/01/2026

Ready to see how over 1,200 firms have already identified over $5 BILLION in tax savings?

Join us for a live open demo where we’ll show you:

✅ How to streamline your entire advisory process, from proposal to implementation, in one platform

✅ A look inside the Strategy Library, packed with 130+ educational tax strategies, checklists, videos, templates, Excel tools, and more

✅ Step-by-step: how to create a client, build their tax plan, apply the right strategies and price the tax plan

✅ See how the software uses AI-driven questions to uncover even more potential tax savings for clients.

✅ See our new AI-powered tax projections and scenario modeling software. It has:

• AI-powered 1040 upload
• Tax scenario modeling
• State tax projected alongside federal
• S-Corp election modeling
• IRMAA calculator
• Roth conversion modeling
• SS taxability calculator
• Solve for Max
• Client-ready reports

You don't need to memorize tax strategies.

You don't need 20 years of experience.

You don't even need to do complex calculations.

You need a system that does it for you.

Let us show you how it works!

Register at

Register now to attend our Live Demo! See how to quickly and easily create tax plans for clients… plus see AI-powered tax projections & scenario modeling to show clients the financial impact of their tax strategies before any decisions are made.

05/31/2026

Big news: TaxPlanIQ Projections is live!

We’ve just released our new Tax Projections and Scenario Modeling software.

Every user on our Growth Plan has it today, at no extra cost.

And this is only the first release…

Because we have a full year of upgrades coming

And what is next is going to make this one look like the warm-up.

We can’t wait to show you what else is coming!

05/26/2026

Next week TaxPlanIQ users can get access to our Certified Concierge TaxPlanIQ Advisor program that goes live June 1-5.

This 5-day intensive program helps you master the process of creating professional, comprehensive tax plans…and sell them.

When you get this badge after program completion, that signals you can…

• Position yourself as a strategic advisor, not just a tax preparer.
• Identify and select high-opportunity clients who are ready for proactive tax planning.
• Discover the most effective tax strategies for salaried professionals earning $200K+.
• Explore advanced tax planning techniques designed for entrepreneurs and business owners.
• Help with specialized strategies for clients with rental properties, commercial real estate, and real estate portfolios.

You can use the Certified Concierge TaxPlanIQ Advisor badge on your website and marketing materials to show prospects you're part of an elite group of tax planning professionals.

You also get a strategic advantage that drives qualified leads to your firm by getting listed on TaxPlanIQ's public directory of Certified Advisors*!

Get more details about this unique opportunity at https://hubs.ly/Q04h0nlP0, available only to TaxPlanIQ subscribers.

05/21/2026

Each week we do an educational weekly webinar about a specific tax planning strategy that includes 1 CPE credit!

Next week our Strategy Hour will be focused on the 1031 Exchange.

Mark your calendar for Wednesday, May 27th at noon EST and register now at

Join us for a live, one-hour session where we walk you through everything you need to know about the Mega Backdoor Roth.

05/20/2026

A unique opportunity coming this June!

All TaxPlanIQ users can get access to our Certified Concierge TaxPlanIQ Advisor program that goes live June 1-5, and it’s your chance to get listed in our public directory as a Certified Concierge TaxPlanIQ Advisor.

This 5-day intensive program covers everything from mindset to closing deals, including:

• Mastering the process of creating professional, comprehensive tax plans
• Discovering the most effective tax strategies for salaried professionals earning $200K+
• Exploring advanced tax planning techniques specifically designed for entrepreneurs and business owners.
• Learning specialized strategies for clients with rental properties, commercial real estate, and real estate portfolios.
• Mastering a pricing methodology that justifies premium fees
• Developing confidence in presenting tax plans and communicating value to prospects and clients.
• Learning proven techniques for overcoming common objections and closing tax planning engagements.

Learn more about this unique opportunity at https://hubs.ly/Q04g6pDw0, available only to TaxPlanIQ subscribers.

Not a TaxPlanIQ user? Get started by booking a free demo at https://hubs.ly/Q04g6wG-0

05/19/2026

We just launched Discovery in TaxPlanIQ, a new AI-powered step that happens right after you upload a client’s tax return.

It asks targeted questions about your client and uses that context to uncover tax strategies a 1040 alone can’t reveal.
Advisors are calling it a game-changer for complex clients.

Log in and try the Discovery step on your next plan!

05/15/2026

Going live today!

6 CPE credits will also be available....

And every 45-minute session you attend gets you one step closer to winning a full year of TaxPlanIQ—completely FREE!

Register now at

Register now to attend The 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees & Less Stress on May 15, 2026. This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy specialists to show you exactly how to make that....

05/14/2026

We’re excited to announce that we’re releasing a new educational weekly webinar about a specific tax planning strategy.

Each week that includes 1 CPE credit.

And it’s completely free to attend for the public!!

Next week our first Strategy Hour will be focused on the Mega Backdoor Roth to show you how high-income clients can build tax-free wealth beyond standard Roth limits.

Mark your calendar for Wednesday, May 20th at noon EST.

Register at https://hubs.ly/Q04g688X0