The Concierge CPA

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


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*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


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🔗 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!


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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxPlanIQ #OB3 #OBBB #OBBBA #OneBigBeautifulBill

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