Key Takeaways
- • TaxPlanIQ will host a free, full-day virtual Tax Advisory Summit on May 15, 2026 (10 a.m.–4 p.m. EST), offering attendees up to six CPE credits—marking the first time the biannual event has included CPE approval.
- • Summit attendees will receive exclusive early access to TaxPlanIQ's upcoming AI-powered tax projections and scenario modeling software, featuring quarterly estimated payment calculations, multi-scenario tax modeling, and entity comparison tools.
- • The new projections platform is designed to enable tax advisors to demonstrate financial outcomes to clients before strategy implementation and will automate data collection and estimate instructions at an unprecedented level.
- • CEO Dave Lukas positioned the announcement as an evolution of TaxPlanIQ's advisory practice growth strategy, emphasizing the platform's shift toward proactive tax planning that delivers measurable client savings and comprehensive financial visibility.
Summary
TaxPlanIQ, a tax planning software platform serving advisory-focused accounting firms, announced its 2026 Tax Advisory Summit scheduled for May 15, 2026, under the theme "Building the Firm of the Future with Higher Fees, Less Stress." The free, full-day virtual event represents a notable expansion of the company's biannual summit program, with particular emphasis on professional development and product innovation.
A significant milestone for the event is CPE accreditation: attendees may earn up to six continuing professional education credits, marking the first time TaxPlanIQ's biannual summit has offered this credential. The summit will convene leading tax and financial professionals for strategy, implementation, and innovation-focused programming.
The centerpiece announcement involves an exclusive product preview. All summit attendees will receive first access to TaxPlanIQ's forthcoming AI-powered tax projections and scenario modeling software. The platform will integrate quarterly estimated payment calculations, multi-scenario tax modeling capabilities, and an entity comparison tool—functionality designed to help advisors present clients with detailed financial impacts of proposed tax strategies before execution. The software will also introduce unprecedented automation in data collection and estimate instructions.
According to CEO Dave Lukas, the projections platform represents a strategic advancement in the firm's advisory services positioning. "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," Lukas stated. "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." The announcement underscores a market trend toward outcome-based advisory tools that quantify tax strategy benefits for client decision-making.
A significant milestone for the event is CPE accreditation: attendees may earn up to six continuing professional education credits, marking the first time TaxPlanIQ's biannual summit has offered this credential. The summit will convene leading tax and financial professionals for strategy, implementation, and innovation-focused programming.
The centerpiece announcement involves an exclusive product preview. All summit attendees will receive first access to TaxPlanIQ's forthcoming AI-powered tax projections and scenario modeling software. The platform will integrate quarterly estimated payment calculations, multi-scenario tax modeling capabilities, and an entity comparison tool—functionality designed to help advisors present clients with detailed financial impacts of proposed tax strategies before execution. The software will also introduce unprecedented automation in data collection and estimate instructions.
According to CEO Dave Lukas, the projections platform represents a strategic advancement in the firm's advisory services positioning. "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," Lukas stated. "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." The announcement underscores a market trend toward outcome-based advisory tools that quantify tax strategy benefits for client decision-making.
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