Grow Your Business with Tax Planning
Recording from virtual event hosted in August of 2023.

On August 17th, we held a 2-hour virtual event, live from Los Angeles, CA, where industry experts came together to help tax professionals prepare for the upcoming tax season. A special thanks to everyone that joined us live!

Because this content is so important for ALL tax preparers, we wanted to make sure its was readily available for everyone to access post-event. So, we’ve gone ahead and taken the recording from the “Tax Planning” presentation, and have made it available on-demand. If you are interested in accessing this content, simply follow the directions below. We hope you find this content helpful and educational as you go about preparing for TY23.

What’s Included:

  • Video recording of’s “Grow Your Business with Tax Planning” presentation.
  • PowerPoint used by presenter.
  • BONUS: An in-product demo of how to use the Tax Calculator within TaxAct Professional’s software.

Interested in accessing this content? Simply follow the steps below…

  1. Please complete the form below.
  2. Click submit.
  3. Once the form has been submitted, your webpage will be redirected to a link where you can view and download this content.

By clicking ‘submit’ you agree to TaxAct’s Privacy Policy and Terms of Service. Contact information may be used for marketing communications by TaxAct Professional.


Don’t forget to register for our December 7th event. From 1:00pm – 3:00pm EST, we will provide attendees with an updated product demo and teach them more about 1099-B reporting income from securities and bond income.