🚪 We are opening the doors MONDAY and I almost forgot to post here! 😅
The 10 Days to Close a Tax Plan Challenge is back. It has everything you need to create your BEST tax plan yet: live training with me, step by step prework, daily homework, community support, prizes, and a brand new AI assistant.
📅 Sept 22 to Oct 3, 2025
🎥 Live sessions with me, Dr. Jacks 🤓, on Mon, Wed, Fri at 12 PM CST
🙌 For every level, from newbie to expert tax advisor
👉 If you are a TaxPlanIQ user: Comment “In” and I will send you the registration link this weekend.
👉 If you are not yet a user: Comment “Next time” and I will personally see that you get resources to help you prepare.
💡 Can’t make the live times? Sign up anyway and you will get the recordings plus the free AI assistant so you can complete the challenge anytime at your own pace.
✨ It’s the first time since 2023 we are even running this challenge, and I am leading it live.
💬 What past participants have said:
• “I closed a $6,250 plan that turned into a $1,000 per month recurring engagement.”
• “This gave me a clear process to get paid for my tax knowledge instead of giving it away for free.”
Who’s ready to close their BEST tax plan yet? 🙋🏻♀️🙋🏾♂️🙋
