Tax Planning 101

Learn how high-performing practices prepare for Tax Planning season — chaos free.

Tax Planning season doesn't sneak up on you, but somehow it still hurts every year. This webinar is for accountants who want to win this Tax Planning season, and every season after.

The secret that keeps firms scaling their tax advisory revenue? A repeatable tax planning system that your whole team can run.

David Boyar and Timothy Munro have spent years helping accounting firms build exactly this — getting junior staff delivering quality tax planning so senior advisors can focus on high-value advisory conversations, and the margins that come with them.

You'll also get an exclusive first look at ChangeGPS Tax Plan V2, rebuilt from the ground up to make that possible. New features include:

- Advanced Trust Income Streaming — model complex distributions with confidence
- Scenario Duplication — iterate faster without starting from scratch
- Simplified Client Group Setup — handle large groups without the admin headache
- Tax Reconciliation — a cleaner, more complete picture at year end
- Automated Year End Reminders & Recommendations — so nothing falls through the cracks
- A redesigned UI built for your whole team — intuitive enough that junior staff can get started without hours of training

Join David and Tim and walk away with:

- A repeatable framework that junior staff can execute without hand-holding
- David and Tim's approach to structuring tax planning conversations
- A Tax Planning Season Prep Checklist you can put to work immediately
- A live walkthrough of everything new in Tax Plan V2