TaxPlanIQ, a tax planning software platform built for advisory-focused accounting firms, announces its 2026 Tax Advisory Summit: Building the Firm of the Future with Higher Fees, Less Stress.
This free, full-day virtual event takes place on May 15, 2026 from 10 a.m. to 4 p.m. EST and is approved for up to six CPE credits, which is a first for the biannual summit. It 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," says TaxPlanIQ CEO Dave Lukas. “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
The 2026 Tax Advisory Summit takes place May 15 from 10 a.m. to 4 p.m. Eastern, is free to attend, and is approved for up to six CPE credits. You can register at taxplaniq.com/the-2026-tax-advisory-summit
Disclosures:
This feature is published as a service to our readers, it is not sponsored content. Insightful Accountant strives to provide our readers with informational content regarding ‘free’ educational opportunities, especially those offering continuing education credits (such as CPE).
About TaxPlanIQ - TaxPlanIQ is a tax planning software platform that helps accounting and advisory firms move beyond compliance and deliver proactive, high-value tax strategy to their clients. A forthcoming projections software will add quarterly estimated payments, scenario modeling, and entity comparison, giving advisors the tools to show clients not just what to do, but what it will mean for their financial future.