The Concierge CPA

Jackie Meyer
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The Concierge CPA

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. 5 DAYS AGO

    61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence

    In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, and building tax-free income sources for the future. This episode is packed with actionable insights for accountants and financial advisors looking to elevate their services and plan for long-term success. 🔗 Connect with Dave Spence, CPA, CFP, CLU, PFS https://www.linkedin.com/in/davespencecfp/ https://taxfreetutors.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. --------------- In this episode of The Concierge CPA, Dr. Jackie Meyer sits down with Dave Spence, founder of Tax Free Tutors, to discuss innovative strategies for building tax-free wealth and addressing long-term financial security. Together, they explore the advantages of a Life Insurance Retirement Plan (LIRP), often referred to as a “Super Roth.” This strategy leverages after-tax contributions to create a tax-free income stream for retirement, offering benefits such as long-term care funding and legacy planning. Dave emphasizes the importance of diversification and using tools like LIRPs, Roth IRAs, and other tax-free options to shield wealth from the inevitable rise in tax rates driven by national debt and economic pressures. Dave shares his journey from CPA to financial advisor, highlighting his passion for helping clients and professionals alike understand the power of tax-free wealth strategies. With debt levels surpassing historical highs and inflation on the rise, both agree that proactive tax planning is more critical than ever. They discuss key insights, including how tax brackets could dramatically increase in the coming decades, making it essential for individuals to secure tax-free income sources now. For accounting professionals, the conversation offers valuable takeaways on integrating LIRPs into a broader accounting and financial growth strategy. Dave provides real-world case studies, showing how clients can turn significant contributions into decades of tax-free retirement income. They also touch on common misconceptions about life insurance and how modern LIRPs can be an efficient component of a well-rounded financial plan. Whether you’re looking to enhance your accounting advisory services or secure your own financial future, this episode delivers actionable insights into long-term planning. To learn more about LIRPs and other strategies for tax-free wealth, listen to the full conversation and connect with Dave Spence on LinkedIn or visit Tax Free Tutors. Don’t miss out on practical advice to elevate your accounting firm and your clients’ financial well-being. --------------- #JackieMeyer #AccountingFirmGrowth #AccountingFirmGrowthStrategy #AccountingGrowth #LifeInsuranceRetirementPlan #TaxFreeWealth #TaxPlanning #RetirementPlanning #FinancialFreedom #AccountingTips #BusinessGrowth #FinancialPlanning #TaxStrategies #RetirementStrategy #WealthManagement #PersonalFinance #CPA #FinancialAdvisor #InsurancePlanning #AccountingFirmOwners #TaxPlanIQ

    46 min

  2. JAN 21

    60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group

    In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to approach partnerships, embrace cultural alignment, and redefine success in the accounting industry. Perfect for accountants, entrepreneurs, and professionals seeking actionable advice to scale their businesses and achieve growth! 00:03:32 Tell us a little bit about your background and where you are today. 00:06:41 How did you turn your life around after starting in challenging circumstances? 00:10:03 How much personal responsibility does one take versus relying on fate in life? 00:14:51 Who do you service with your company? Do you work only with high-net-worth clients or smaller firms as well? 00:16:28 What are the chronic challenges accounting firms face that impact scalability? 00:19:47 What makes DVS unique in its business approach compared to traditional accounting firms? 00:24:20 What red flags do you watch out for when partnering with firms? 00:26:12 What are the most important factors you consider in a partner's mindset? 🔗 Connect with Divakar Vijayasarathy https://www.linkedin.com/in/divakar-dvs/ https://www.onedvs.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 --------------- In this episode of The Concierge CPA, Dr. Jackie Meyer sits down with Divakar Vijayasarathy, founder and CEO of DVS Advisory Group, to discuss scaling accounting firms, addressing industry challenges, and achieving sustainable growth. With offices in the U.S., Dubai, Singapore, and India, Divakar brings a global perspective to accounting firm growth and shares how his company has achieved over $200 million in annual revenue by aligning entrepreneurial vision with effective execution strategies. Divakar highlights the need for accountants to transition from compliance-based services to value-driven advisory work, emphasizing that accounting firm growth depends on innovation, collaboration, and strategic alignment with government incentives. By integrating business services with tax advisory, DVS Advisory Group has created a model that transforms firms into value-creation engines, empowering accountants to offer comprehensive solutions beyond traditional services. A key theme of the discussion is the role of mindset in an accounting firm growth strategy. Divakar stresses the importance of collaborative leadership and removing operational bottlenecks to unlock entrepreneurial potential. His approach to acquiring CPA firms focuses on empowering partners to scale by providing capital, leadership, and operational support. He encourages accountants to envision their firms as institutions, rather than practices, to foster long-term success and adaptability. Jackie and Divakar also explore the intersection of technology and accounting growth. They discuss how AI and automation can alleviate compliance burdens, enabling accountants to focus on strategic advisory roles. Divakar explains why ownership models, talent acquisition, and execution control are critical factors for scaling firms and outlines how his team has leveraged these principles to achieve global success. Looking ahead, Divakar predicts a transformation in the accounting profession, driven by a shift from transactional engagements to outcomes-based...

    53 min

  3. JAN 13

    59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)

    In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice! 00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads? 00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations? 00:11:39 What is the difference between passive and active material participation in real estate for tax purposes? 00:17:34 What role does strategic partnership play in enhancing CPA firms' service offerings? 00:18:00 What is the process for integrating a new tax strategy with minimal client disruption? 00:20:47 How can CPAs effectively reduce clients' income tax liabilities using innovative strategies? 00:30:02 What trends are you seeing in audits related to emerging tax strategies? 🔗 Connect with Heidi Henderson https://www.linkedin.com/in/heidihendersonets/ https://engineeredtaxservices.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 --------------- In this episode of The Concierge CPA Podcast, Jackie Meyer, CPA, engages in an insightful conversation with Heidi Henderson, Executive VP at Engineered Tax Services (ETS). Heidi shares her journey from a traditional accounting career to her current role, where she focuses on creating innovative tax strategies and fostering strategic partnerships to help clients and CPA firms optimize tax outcomes. The discussion covers the evolution of accounting, the importance of advisory services, and trends shaping the future of the profession. Heidi highlights her entry into tax consulting through her sister’s encouragement and emphasizes how ETS specializes in tax credits and incentives such as cost segregation, R&D tax credits, and energy-related tax benefits like 45L and 179D. These strategies provide substantial savings for businesses and real estate investors, with cost segregation standing out as a powerful tool to maximize first-year depreciation and overall tax savings. A significant portion of the conversation focuses on the necessity of building strategic partnerships between CPA firms and specialty tax providers like ETS. Heidi explains that many CPA firms struggle to shift from compliance to advisory services, often due to staffing shortages and capacity issues. ETS steps in to assist firms with implementing scalable tax strategies, enabling CPAs to focus on higher-value client relationships. This partnership approach positions CPAs as trusted advisors while ensuring clients receive comprehensive tax planning services. Audit trends also feature prominently in the discussion, particularly the detailed audit support ETS provides for tax strategies. Heidi emphasizes that cost segregation is not a red-flag item for the IRS and that ETS ensures compliance through meticulous documentation, including detailed asset breakdowns. This audit-ready approach allows firms to confidently offer tax-saving opportunities without fear of regulatory pushback. As the industry embraces technology, Heidi underscores the balance between automation and maintaining the personal touch that clients value. While ETS integrates advanced systems to streamline processes, the firm remains...

    48 min

  4. JAN 8

    58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell

    In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure client portals, the shift towards self-service tools, and the role of technology in improving client experiences. Tune in for expert advice on how accounting firms can embrace change and thrive in the digital age. 00:12:50 What is the biggest challenge accounting firms are facing today? 00:20:45 How can firms improve client experience in the modern era? 00:23:30 What are some of the best tools for streamlining workflows? 00:28:10 What role does AI play in transforming accounting practices? 00:31:45 How do firms ensure data security while adopting digital tools? 00:35:55 How do you recommend firms start transitioning to new technologies? 00:39:20 What are the key benefits of using portals for client interactions? 00:43:30 What advice would you give to accountants about embracing change? 🔗 Connect with Chris Farrell https://www.linkedin.com/in/chris-farrell-liscio/ https://www.liscio.me/ 🔗 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 --------------- In this episode of The Concierge CPA, Dr. Jackie Meyer hosts Chris Farrell, CEO of Liscio, to discuss advancements in accounting technology, with a focus on improving client experience and reducing administrative burdens. Chris brings unique insights from his CPA background and 15 years in software development, emphasizing that the best workflow system for accounting firms is one that prioritizes the client experience. Chris highlights that many current tools create inefficiencies by scattering communication across email silos, texts, and multiple portals, which frustrates both firms and their clients. Liscio solves this by integrating all client interactions into one secure portal, creating a smooth, centralized process. This approach transforms how firms manage client data, making administrative tasks—like tax organizers—faster and easier. By leveraging modern accounting technology, Liscio reduces tasks that traditionally take hours to mere minutes, streamlining operations and freeing accountants to focus on higher-value advisory services. A key theme of the discussion is the role of AI in accounting and how technology is reshaping the profession. Chris predicts that AI in accounting will not replace advisory roles but will revolutionize administrative functions, allowing accountants to spend more time building relationships and providing strategic advice. By automating repetitive tasks like data gathering and document organization, AI in accounting enables firms to offer more personalized services that enhance client trust and satisfaction. Chris also emphasizes the importance of adopting modern tools to improve the client experience. He draws parallels to the banking industry, where apps and secure portals have become standard. By offering a similarly seamless experience, accounting firms can elevate their service delivery, retain clients, and attract new ones. Accounting technology like Liscio empowers firms to respond quickly to client needs, organize data efficiently, and build strong, lasting relationships. Looking ahead, Chris envisions a significant shift in how firms operate, driven by advances in accounting technology and AI in...

    49 min

  5. 11/20/2024

    57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s

    In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value. 2:01 How did you get into financial planning and wealth management? 4:08 How would you define a virtual family office? 6:02 What do you think about the relationship between accountants and financial advisors? 9:03 How can advisors prove themselves as quality partners to CPAs? 11:52 Can you explain the initiative we’ve been working on together? 17:31 Why do you think strategic partnerships are important? 20:01 How can accountants become more proactive for clients? 22:22 Do you have any upcoming initiatives you can share? 30:30 What are red flags when building partnerships? 🔗 Connect with Anton J Anderson https://www.linkedin.com/in/antonjanderson/ https://elitert.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 --------------- In this episode of the Concierge CPA Podcast, Jackie Meyer, CPA, is joined by Anton Anderson, CEO of Elite Resource Team (ERT), to discuss the power of strategic partnerships between accountants and financial advisors. Anton shares his journey from financial advising to establishing ERT, which trains advisors and accountants to create effective accounting partnerships and virtual family offices. Together, they explore how collaboration can provide better client outcomes, streamline processes, and boost revenue. Anton highlights the importance of building partnerships that focus on leveraging individual strengths rather than trying to master every service independently. The conversation emphasizes how proactive collaboration, backed by a network of niche experts, can result in significant tax savings, better planning strategies, and stronger client relationships. Jackie and Anton also address common stereotypes between advisors and accountants, offering practical tips on how to break down barriers and create successful, long-term collaborations. They share inspiring success stories, including one where a partnership resulted in millions in tax savings for clients while creating substantial revenue for the advisors involved. Finally, the episode previews the duo’s ongoing initiative to integrate ERT’s virtual family office model with TaxPlanIQ’s tax planning tools, aiming to redefine the advisory landscape. Whether you’re an accountant or a financial advisor, this episode offers actionable insights on how to build partnerships that deliver exceptional value. --------------- #drjackiemeyer #jackiemeyer

    48 min

  6. 11/13/2024

    56 - How to Benchmark Better for Advisors

    Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, can elevate client advisory services across accounting, banking, and beyond. 00:01:25 What is Vertical IQ? 00:02:02 How does an advisor typically use Vertical IQ? 00:04:15 Does Vertical IQ include benchmarking data? 00:07:27 What inspired the founding of Vertical IQ? 00:10:04 Why is cash flow so important in business? 00:11:13 How can Vertical IQ help firms stand out? 00:13:46 What are Vertical IQ's key accomplishments and future goals? 00:22:50 How does Vertical IQ act as a trusted advisor? 00:24:23 How is technical expertise beneficial in sales roles? 00:25:32 How does Vertical IQ stand out in the benchmarking data market? 00:27:36 Can Vertical IQ help clients expand or relocate? 00:28:40 Are more firms embracing advisory services? 🔗 Connect with Susan Bell http://linkedin.com/in/susan-bell-5625385 https://verticaliq.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 --------------- In this episode of The Concierge CPA, Dr. Jackie Meyer, CPA, hosts Susan Bell, co-founder and Chief Sales Officer of Vertical IQ, to explore how benchmarking and industry-specific data empower tax advisory and other advisory services. They discuss Vertical IQ’s platform, which provides industry research, financial data, and insights tailored for accountants, bankers, and advisors looking to provide deeper client engagement. Susan explains how Vertical IQ helps advisors understand their clients’ industries by offering up-to-date trends, risks, and economic data. This data enables advisors to benchmark client performance, enhance advisory services, and tailor tax strategies specifically for industries like healthcare, finance, and local businesses. Through tools like peer-to-peer comparisons and detailed industry benchmarks, advisors can deliver more precise, valuable insights to clients, making tax advisory not just theoretical but highly practical. They also touch on the importance of staying curious and asking the right questions—a crucial part of providing advisory services. Vertical IQ’s platform allows advisors to make these interactions meaningful by presenting data in a way that is co-branded, easily digestible, and highly relevant to the client’s specific industry. As the episode wraps up, Jackie and Susan discuss Vertical IQ’s expansion, including partnerships that integrate Vertical IQ’s data with other systems, from banking to tax planning software like TaxPlanIQ. They emphasize the growing demand for benchmarking and advisory services, with a vision to help firms differentiate themselves by becoming cherished advisors rather than just compliance professionals. This conversation offers valuable takeaways for CPAs and advisors eager to grow their practice by providing tax advisory and benchmarking insights to clients across various industries. --------------- #drjackiemeyer #jackiemeyer

    43 min

  7. 11/04/2024

    55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker

    In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Planner, navigating the world of independent financial advising. Don’t miss the in-depth conversation on strategies that can make a significant difference for tax-conscious business owners. 00:01:07 What are the differences between defined benefit plans and cash balance plans? 00:02:04 How did you get into wealth management? 00:02:58 Can you tell me about your firm's services? 00:04:38 How would you describe a cash balance plan? 00:07:20 Why are cash balance plans lucrative for taxpayers? 00:08:32 Can you explain how someone can pre-stack benefits in a cash balance plan? 00:11:26 What are the key parameters for a cash balance plan? 00:13:04 Who are cash balance plans good for? 00:17:16 What makes a cash balance plan flexible? 00:18:20 Why did you start your own company? 00:19:48 How do you manage work-life balance as a business owner? 00:21:16 Who is the ideal client for your firm? 00:22:30 What’s your view on retirement planning for business owners? 00:23:54 What sets successful accounting firms apart? 🔗 Connect with Jennifer Baker https://www.linkedin.com/in/jennifer-baker-wealth-strategies 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 --------------- In this episode of The Concierge CPA, host Dr. Jackie Meyer, CPA, chats with Jennifer Baker, CPA, CFP®, of Baker Wealth Strategies, about wealth management and tax strategies tailored for business owners. They dive into how cash balance and defined benefit plans can serve as powerful tax deductions for business owners, focusing on the best tax deductions for entrepreneurs and strategies to maximize retirement income. Jennifer highlights her journey from tax to wealth management and shares valuable insights on leveraging cash balance plans. These plans allow high-income earners to make significant, tax-deductible contributions, sometimes over $1 million, resulting in immediate tax savings. The discussion clarifies key distinctions between defined contribution plans, like 401ks, and defined benefit plans, showcasing how cash balance plans offer flexible, high-limit contributions beneficial for those nearing retirement. A major focus is on Jennifer’s collaborative approach with CPAs to help clients implement tax strategies effectively, working as an extension of the tax advisor team. Her firm’s philosophy prioritizes a seamless client experience, ensuring that tax-saving strategies are executed with precision. Jennifer emphasizes working with qualified intermediaries and actuaries to tailor plans that suit individual client needs. The episode also addresses the importance of balancing business reinvestment with securing funds for retirement, underscoring tax-efficient planning for high-net-worth clients. Jennifer’s insights offer a practical guide for CPAs and advisors on supporting entrepreneurs in reducing tax burdens while growing wealth. This episode is a must-listen for those interested in advanced tax deductions for entrepreneurs. For more, Jennifer invites listeners to reach out, specializing in wealth

    35 min

  8. 10/17/2024

    54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer

    1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct? 5:59 What are some other things to kind of look out for and who's a good...how would a tax advisor identify the right clientele for like kind exchanges?  8:45 The like-kind exchange used to qualify a lot of different types of property. Now it's specific to real estate and investment property. Is that correct? 9:31 Tell us a little bit more about using a Delaware Statutory Trust. 11:38 Now why is it so important for advisors, accountants, etc. to work with a company like your's to do these things? 16:27 Is there talk of any changes to the tax regs around like kind exchanges? 19:41 Talking a little bit more about the accounting profession or what not - is there a particular piece of advice that you may give an accountant if they're looking to start adding more advisory services into their portfolio and to start working for companies like your's? 25:19 I'm curious if there's a particular case with a client that you've worked with that maybe went off the rails, and you got back on track, and you were super excited about it. Or you just had an immense amount of savings. Can you think of an example of something like that where it was really unique or special to you when it comes to the savings involved? 37:25 Rich Dad Poor Dad book by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 🔗 Connect with Michael Scherer https://www.linkedin.com/in/michael-scherer-8147504/ https://www.rcxcapitalgroup.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 --------------- In this episode of The Concierge CPA, Jackie Meyer interviews Michael Scherer, Senior Regional Vice President of RCX Capital Group, discussing the complexities of 1031 exchanges and the best strategies for real estate investors. Michael sheds light on how 1031 exchanges, particularly Delaware Statutory Trusts (DSTs), can provide significant tax savings and portfolio diversification for real estate owners. He emphasizes the importance of working with qualified intermediaries and solution-agnostic advisors to navigate 1031 exchange investment options, ensuring clients maximize their tax benefits. One of the key takeaways from the conversation is the importance of real estate strategies that help clients defer capital gains taxes. Scherer explains how RCX Capital offers a tailored approach to 1031 exchange investments, focusing on the unique needs of each client. He shares case studies that highlight innovative combinations of 1031 exchanges and Opportunity Zones to optimize outcomes. Additionally, Scherer introduces a zero-cashflow DST strategy, allowing exchangers to refinance up to 85% of their equity, offering greater flexibility and liquidity. Michael also discusses the broader landscape of real estate strategies, emphasizing that high-net-worth investors with significant capital gains should explore best 1031 exchange investments to ensure long-term wealth building. By working with firms like RCX Capital, clients can access a variety of 1031 exchange investment options, including passive real estate...

    42 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

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.

Information

  • Creator
    Jackie Meyer
  • Years Active
    2022 - 2025
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Jackie Meyer
  • Show Website
    The Concierge CPA

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