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42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas

42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas

FromThe Concierge CPA


42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas

FromThe Concierge CPA

ratings:
Length:
42 minutes
Released:
Mar 7, 2024
Format:
Podcast episode

Description

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to clients.? Connect with Jackie Meyer and Dave LukasJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemCPAJackie’s work at https://www.jackiemeyercpa.comDave's LinkedIn at https://www.linkedin.com/in/davelukasSponsored by TaxPlanIQ - https://www.taxplaniq.com
Released:
Mar 7, 2024
Format:
Podcast episode

Titles in the series (45)

CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.