The Concierge CPA

Jackie Meyer
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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.

  1. 4 AOÛT

    71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm?

    *Special Edition of tax law changes webinar being released on The Concierge CPA Podcast* Massive tax changes are here now. Are you ready to help your clients take advantage ASAP? Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities. As an accountant, this is your chance to become indispensable. Join us for a timely, practical webinar breaking down the key provisions of the new legislation (a.k.a. the “Big Beautiful Bill”)—and how you can proactively use them to deliver real savings and value to your clients. Here’s Some of What We’ll Cover: ✅ 100% Bonus Depreciation Is Back—Permanently One of the most aggressive tax tools is now locked in. We’ll cover how to use it for big-ticket purchases and strategic timing. ✅ R&D Expensing Reinstated (Retroactive to 2022) Full expensing is back for domestic R&D. If your business-owner clients qualify, this could unlock huge deductions immediately. ✅ Permanent QBI Deduction for Pass-Throughs The 20% deduction is now permanent—but most advisors miss out on optimizing it for high-income clients. We’ll show you how. ✅ Overhauled QSBS Exclusion Rules New tiers, higher caps, and earlier exits. Big changes to Section 1202 open new doors for startup founders and investors—if you know how to navigate them. ✅ Tax Planning That Powers Business Growth We’ll walk through how these provisions can be layered together for massive ROI—and how to position yourself as the expert who brings it all together. And a lot more!! If you’re an accountant, EA, or tax advisor…this webinar will help you: ➜ Identify new savings for clients before tax season hits ➜ Stay ahead of the curve (before competitors even mention it) ➜ Add proactive value your clients will actually feel --------------- 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxPlanIQ #OB3 #OBBB #OBBBA #OneBigBeautifulBill

    1 h 4 min

  2. 21 JUIL.

    70 - The Secret to Growing Your Business While Giving Back | Brandon Adjei

    In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, the challenges faced by international clients, and the importance of IRS resolution work. Brandon shares his experiences during Hurricane Harvey, where he provided pro bono services, and emphasizes the significance of networking and involvement with organizations like AICPA. They also delve into the benefits of using TaxPlan IQ for tax planning and the necessity for accountants to adapt and grow in a changing environment. 🔗 Connect with Brandon Adjei https://www.linkedin.com/in/brandon-adjei-79522717/ https://cpa-asap.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - Brandon's journey in accounting began with a focus on understanding the language of business. - Networking and building relationships are crucial for success in the accounting profession. - Pro bono work can lead to unexpected opportunities and growth in one's practice. - IRS resolution work can be a valuable service that adds revenue streams for accountants. - Tax planning is essential for building wealth and meeting financial obligations. - Accountants should not shy away from expanding their services beyond tax compliance. - The importance of being adaptable and prepared for changes in the industry. - Self-improvement and finding one's 'why' are key to professional growth. - Utilizing technology like TaxPlan IQ can enhance service offerings and client satisfaction. - Accountants need to embrace change and continuously seek new opportunities. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #IRSResolution #ProBonoWork #AICPA #TaxPlanIQ, #InternationalClients #Networking #Entrepreneurship #FinancialAdvice

    43 min

  3. 7 JUIL.

    69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda

    In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom. 🔗 Connect with Reza Hooda https://www.linkedin.com/in/rezahooda/ https://www.rezahooda.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - Reza transitioned from a traditional accounting firm to a modern practice. - He emphasizes the importance of value pricing over hourly billing. - The journey of learning and transformation is crucial for accountants. - Positioning and client engagement are key to attracting the right clients. - Pricing psychology can significantly impact profitability. -Reza's book outlines practical steps for accountants to succeed. - Mentorship played a vital role in Reza's business transformation. - Narrowing down the target audience helps in effective marketing. - Building a firm should provide time, money, and freedom. - Continuous learning is essential for growth in the accounting profession. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #FinancialStrategies #Accounting #ValuePricing #BusinessTransformation #ClientEngagement #PricingPsychology #AccountingFirmSuccess #ModernAccounting #Mentorship #BusinessGrowth #FinancialFreedom

    34 min

  4. 23 JUIN

    68 - How One Guy Became Every Trusted Advisor in the Room & The Coach, w/ Chris Papin

    In this episode, Dr. Jackie Meyer, CPA speaks with Christopher C. Papin, JD, CPA, a multifaceted professional with experience as a CPA, attorney, and insurance producer. They discuss the evolving landscape of accounting and client demands, the importance of a holistic approach to advisory services, and the changing perceptions of insurance. Chris shares insights on navigating the upcoming estate tax changes and the implications of new legislation. The conversation wraps up with rapid-fire questions and actionable advice for professionals in the field. 🔗 Connect with Christopher C. Papin, JD, CPA https://www.linkedin.com/in/chrispapin/ https://www.papincpa.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - The new format aims to provide actionable insights in a shorter time frame. - Chris Papin emphasizes the importance of being a trusted advisor across multiple disciplines. - Clients are increasingly seeking more than just compliance work from their advisors. - Understanding the emotional connection clients have with money is crucial for effective advising. - Insurance often has a negative perception due to sales tactics, but it can be a valuable tool when used correctly. - The 2026 estate tax sunset requires proactive planning for those affected. - Legislation changes can significantly impact tax strategies, and professionals need to stay informed. - Basic tax strategies are often overlooked but are essential for effective financial management. - Technology and AI are transforming the advisory landscape, and professionals must adapt to these changes. - Taking action and engaging with clients is vital for building strong relationships and providing value. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #PapinCPA #Accounting #InsuranceTaxPlanning #EstateTax #ClientAdvisory #FinancialStrategies #BusinessConsulting #TaxCompliance #ProfessionalServices

    30 min

  5. 27 MAI

    67 - Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit

    In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and improving client engagement. The conversation also delves into the significance of fixed fee pricing, the role of AI in automating accounting tasks, and the value of strategic partnerships in the accounting industry. In this conversation, Matt Tait and Dr. Jackie Meyer discuss the intricacies of partnerships in tax advisory, the challenges of scaling service-based companies, and the importance of hiring and training in a global workforce. They emphasize the need for transparency in outsourcing bookkeeping and share insights from case studies in the industry. The discussion also touches on personal experiences and fun insights during a lightning round. 🔗 Connect with Matt Tait https://www.linkedin.com/in/mtait83/ https://www.decimal.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - Decimal focuses on creating the best client experience. - The accounting industry needs to prioritize client service over internal processes. - AI can automate many daily accounting tasks, but human oversight is still essential. - Fixed fee pricing can alleviate client concerns about billing. - Technology should enhance, not replace, the accountant's role. - Daily financial updates are more beneficial than traditional month-end closes. - Collaboration with other firms can expand service offerings and client base. - Understanding client needs is crucial for effective service delivery. - AI can assist in drafting communications but should not replace personal touch. - Strategic partnerships with tech companies can optimize accounting workflows. There's a big disconnect between tax advisors and compliance partners. - Clear relationship guidelines are essential for successful partnerships. - Cultural values play a significant role in hiring. - Flexibility in work hours can enhance employee satisfaction. - Providing growth opportunities is crucial in retaining talent. - Transparency in outsourcing can alleviate client concerns. - Quality of work is often a misconception in outsourcing. - Training and onboarding are vital for successful integration. - Technology should be leveraged to improve efficiency. - Understanding client expectations is key to successful service delivery. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #Decimal #AIAccounting #ClientExperience #Bookkeeping #Technology #FixedFeePricing #AccountingPartnerships #WorkflowAutomation #Reconciliations #AccountingInnovation #TaxAdvisory #Partnerships #ServiceCompanies #Hiring #Outsourcing #BookkeepingTransparency #CaseStudies #IndustryInsights #Automation

    52 min

  6. 12 MAI

    66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)

    In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The discussion emphasizes the need for collaboration between CPAs and estate planning attorneys to ensure clients are well-informed and prepared for potential estate tax liabilities. In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing various strategies for both closely held businesses and clients with liquid wealth. They explore the costs associated with setting up estate structures, the importance of proactive planning, and the various tools available to optimize tax savings. The discussion emphasizes the need for CPAs to initiate conversations about estate planning with their clients, highlighting the potential for significant tax savings and the value of collaboration in providing comprehensive financial advice. 🔗 Connect with Justin Baker https://www.bakerwealthstrategies.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - Estate tax planning is crucial for long-term financial health. - The current estate tax exemption is set to change in 2026. - Only 0.2% of American households currently pay estate tax. - CPAs should integrate estate tax planning into their services. - Unexpected estate tax bills can strain family relationships. - Proactive engagement can help identify potential estate tax issues. - Mitigation strategies vary based on asset types and liquidity. - Effective planning can save clients millions in estate taxes. - Collaboration between CPAs and estate attorneys is essential. - Understanding the estate tax code can empower clients. Understanding estate tax exposure is crucial for clients. - Consultation for estate planning can be cost-effective. - Family Limited Partnerships (FLPs) are useful but scrutinized by the IRS. - Optimizing existing estate structures can lead to significant tax savings. - Generational planning can utilize older generations' estate tax exemptions. - Proactive estate planning conversations are essential for CPAs. - Immediate tax benefits can arise from long-term estate planning strategies. - Annual reviews should include discussions on estate planning. - Collaboration between CPAs and estate planners enhances client service. - There are numerous tools available to mitigate estate tax risks. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #EstateTaxPlanning #StateTaxExemption #EstatePlanningAttorney #TaxSavings #WealthManagement #EstateTaxExposure #TaxBillMitigation #EstateTax #EstatePlanning #WealthManagement #FamilyLimitedPartnership #CharitableTrusts #GenerationalPlanning #CPAAdvice #TrumpTaxes

    52 min

  7. 7 AVR.

    65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes

    In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to retirement planning, focusing on the benefits of solo 401(k) plans, government incentives for small employers, and common misconceptions about retirement contributions. The episode concludes with a lightning round of questions, providing light-hearted insights into the world of tax and finance. 🔗 Connect with David Podell https://www.linkedin.com/in/bbconsultants/ https://businessbenefitsconsultants.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - The IRS is expanding their free file program, which may impact tax professionals. - Clients are experiencing smaller refunds due to fewer pandemic-era credits and inflation. - Retirement plans can provide significant tax benefits for business owners. - Many individuals under-contribute to retirement plans, highlighting the need for better education. - Auto-enrollment in retirement plans is helping increase participation rates. - Solo 401(k) plans allow for higher contribution limits compared to other retirement plans. - Government incentives are available for small employers setting up retirement plans. - Common misconceptions about retirement plans can lead to missed opportunities for tax savings. - It's important to regularly review retirement plans to ensure compliance and maximize benefits. - Investing in oneself is crucial for long-term success in financial planning. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #DavidPodell #TaxNews #RetirementPlanning #Solo401k #IRSUpdates #FinancialAdvice #TaxDeductions #GovernmentIncentives #BusinessBenefits

    43 min

  8. 31 MARS

    64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season

    In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory services. The conversation also touches on coaching programs and the need for effective communication in professional settings, culminating in a rapid-fire round of fun questions. 🔗 Connect with Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYT https://www.linkedin.com/in/amyvettercpa https://www.amyvetter.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa Jackie on Instagram @jackiemeyerCPA Jackie's work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners. Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives! --------------- Takeaways: - Amy Vetter emphasizes the importance of self-reflection in the accounting profession. - The B3 method focuses on integrating business, balance, and bliss into daily life. - Setting boundaries and protecting your time is crucial for work-life balance. - Practical steps like taking breaks between meetings can enhance productivity. - Coaching programs can help individuals break patterns and create new habits. - Technology should be utilized to its full potential in accounting practices. - Effective communication is key to maintaining boundaries in meetings. - Finding joy in small activities is essential during busy seasons. - Understanding the purpose of technology can improve client experiences. - Advisory services can create meaningful impacts on clients' businesses. --------------- #JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #AmyVetter #TaxNews #BusinessBalance #Coaching #AccountingTech #Advisory #B3Method #WorkLifeBalance

    39 min
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À propos

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.

Informations

  • Création
    Jackie Meyer
  • Années d’activité
    2022 - 2025
  • Épisodes
    70
  • Classification
    Tous publics
  • Copyright
    © Copyright 2025 Jackie Meyer
  • Site web de l’émission
    The Concierge CPA