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March 7, 2024

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

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

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 Lukas

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemCPA

Jackie’s work at https://www.jackiemeyercpa.com


Dave's LinkedIn at https://www.linkedin.com/in/davelukas


Sponsored by TaxPlanIQ - https://www.taxplaniq.com