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.

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#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

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.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #DavidPodell #TaxNews #RetirementPlanning #Solo401k #IRSUpdates #FinancialAdvice #TaxDeductions #GovernmentIncentives #BusinessBenefits

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.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #AmyVetter #TaxNews #BusinessBalance #Coaching #AccountingTech #Advisory #B3Method #WorkLifeBalance

In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape.

🔗 Connect with Chad Koebnick

https://www.linkedin.com/in/chad-koebnick-tax/

https://nepsis.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 Tribal Tax Credit is a federal income tax credit available to all U.S. taxpayers.

- The credit has a five-year carryover period if not fully consumed in the first year.

- Taxpayers purchase the credits rather than investing in a project.

- There is an insurance policy available to mitigate risks associated with the credits.

- The IRS has faced challenges in processing electronically filed returns related to the credits.

- Due diligence is crucial for tax professionals considering the strategy.

- The private letter ruling is expected to provide clarity on the credit's legitimacy.

- Tax advisory is becoming increasingly important in the CPA profession.

- Embracing technology can enhance the effectiveness of tax advisory services.

- Tax professionals should focus on being assets to their clients rather than mere accessories.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #Nepsis #TribalTaxCredit #TaxStrategy #TaxPlanning #TaxAdvisory #IRS #TaxCompliance #TaxCredits

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 management tools and the significance of proactive planning in navigating the complexities of insurance and compliance, especially as the Trump administration makes changes.

🔗 Connect with Van Carlson

https://www.linkedin.com/in/vancarlson

https://www.831b.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:

- Risk management is crucial for entrepreneurs.

- The 831B tax code allows for self-insuring unique risks.

- IRS regulations can complicate captive insurance strategies.

- Business owners should assess their unique risks regularly.

- Captive insurance can provide tax planning & financial advantages if managed correctly.

- Understanding the lifecycle of a captive is essential for business owners.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #831B #CaptiveInsurance #RiskManagement #IRSregulations #BusinessInsurance #Entrepreneurship #TaxStrategy #BusinessRisks #InsuranceCompliance #trump2024 #trumpupdate

- Education is key to making informed decisions about risk management.

- The landscape of risk is evolving with technology and market changes.

- Collaboration with CPAs and financial advisors is vital.

- Captive insurance is not just for large corporations; small businesses can benefit too.

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.

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#JackieMeyer #AccountingFirmGrowth #AccountingFirmGrowthStrategy #AccountingGrowth #LifeInsuranceRetirementPlan #TaxFreeWealth #TaxPlanning #RetirementPlanning #FinancialFreedom #AccountingTips #BusinessGrowth #FinancialPlanning #TaxStrategies #RetirementStrategy #WealthManagement #PersonalFinance #CPA #FinancialAdvisor #InsurancePlanning #AccountingFirmOwners #TaxPlanIQ

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

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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 partnerships. By aligning their services with government priorities and market demands, accountants can unlock new revenue streams and create meaningful value for their clients.

This episode is packed with actionable insights for accountants, CPAs, and EAs looking to embrace growth opportunities and redefine their firms. If you’re ready to explore new paths for accounting firm growth, this conversation will leave you inspired and equipped to take the next steps.

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#drjackiemeyer #jackiemeyer

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

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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 committed to delivering white-glove service. Heidi also discusses how ETS helps firms navigate emerging audit trends and capitalize on innovative tax strategies to stay ahead.

Closing out the episode, Heidi and Jackie touch on how tax strategies like short-term rentals can help clients build generational wealth. They also explore how modern pricing models, such as subscription-based and value pricing, enable firms to offer tax planning as a high-margin service. This shift, Heidi notes, represents an exciting evolution in the accounting profession.

Listeners are encouraged to embrace curiosity and innovation, leveraging tools like ETS and TaxPlanIQ to transform their firms. Heidi’s passion for helping others and her dedication to fostering strategic partnerships make this episode a must-listen for accounting professionals seeking to enhance client relationships and deliver impactful tax strategies.

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#drjackiemeyer #jackiemeyer

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

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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 accounting. He predicts that firms adopting these innovations will see dramatic improvements in profitability and client satisfaction within the next two years. As administrative work decreases, accountants will have more time to focus on advisory services, transforming their roles and increasing the value of their practices.

Chris concludes with a call to action: now is the time for accounting professionals to embrace these changes, prioritize client experience, and leverage technology to build more rewarding and efficient firms. The future, he says, is bright for those ready to adapt.

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#drjackiemeyer #jackiemeyer

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

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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.

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#drjackiemeyer #jackiemeyer