The Concierge CPA
Hosted by Jackie Meyer, CPA, CCTA, author of The Balanced Millionaire and creator of the ROI Method® of Value Pricing, The Concierge CPA Podcast explores how professional service firm owners build profitable advisory practices, with a focus on tax planning.
Episodes
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certain conditions. Jackie and her guest, Jason Ackerman, CPA, CFP®, CGMA, CEO of Wealth Rabbit, delve into common misconceptions surrounding...
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement plans. The conversation also covers common misconceptions about retirement planning a...
In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver bullet' as a powerful persuasion technique, the evolving role of tax professionals in light of AI advancements, and the importance of redefining tax advisory to focus on proactive strategies rather than mere complian...
In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive insurance as a tax planning strategy and protection vehicle. They discuss the potential growth of investments over time, emphasizing the importance of tax deferral and the benefits of arbitrage in wealth management. M...
In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contributions while minimizing tax liabilities. They explore the mechanics of the grantor's trust, the ideal clients for this strategy, and the legal validity of charitable gift financing. The discussion also addresses com...
In this episode, Dr. Jackie Meyer and Acen Hansen discuss the intricacies of the Backdoor Roth IRA and the Mega Backdoor Roth strategy, emphasizing the importance of tax-free growth for wealth accumulation. They explore common misconceptions about Roth IRAs, the mechanics of contributions and conversions, and the significance of legacy planning. The conversation also touches on financial myths and offers insights into effective tax...
*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 breaki...
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 significa...
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 a...
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 ...
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 o...
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 empha...
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 incentive...
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 c...
In this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique business risks. Van emphasizes the need for business owners to educate themselves about risk...
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 action...
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 accoun...
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 ...
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 c...
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 ...
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