The Concierge CPA

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 Roth IRAs, including the complexities of backdoor Roth contributions and the importance of understanding tax implications during tax season. They emphasize the need for proper documentation and the potential pitfalls of mismanaging Roth accounts, especially for high-income earners.

🔗 Connect with Jason Ackerman, CPA, CFP®, CGMA

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

https://www.wealthrabbit.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!

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Takeaways:

- Roth IRAs allow for tax-free growth and withdrawals if rules are followed.

- Many taxpayers misunderstand the complexities of backdoor Roth contributions.

- Proper documentation is crucial to avoid tax penalties when managing Roth accounts.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxAdvisory #TaxSavings #FinancialStrategies #RothIRA #TaxStrategy #TaxAdvisor #BackdoorRoth #WealthRabbit #TaxMisconceptions #RetirementAccounts #Tax-FreeGrowth #TaxSeason

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 and the importance of proper implementation and tracking.

🔗 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!

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Takeaways:

- The 401H strategy unlocks unique tax savings and health benefits.

- Many advisors are unaware of the 401H due to its complexity.

- The 401H can be seen as a layer on top of existing retirement plans.

- It allows for triple tax-free benefits when used for medical expenses.

- Employers must track contributions and distributions carefully.

- The 401H can include a wide range of medical expenses.

- It's essential to have a knowledgeable TPA for implementation.

- The costs of setting up a 401H are comparable to other plans.

- Higher contributions are possible with the 401H strategy.

- Understanding cash flow is crucial for effective planning.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxAdvisory #401H #TaxSavings #RetirementPlanning #HealthBenefits #FinancialStrategies #AdvancedRetirementDesign #BusinessBenefits

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 compliance. The discussion also touches on practical insights for improving communication and messaging in professional settings.

🔗 Connect with Neil Gordon

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

https://www.linkedin.com/company/neil-gordon-consulting/about/

https://neilcanhelp.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!

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Takeaways:

- Most professionals create amazing work but struggle to communicate value.

- The silver bullet technique can transform messaging and persuasion.

- Tax compliance is becoming obsolete due to AI advancements.

- Tax advisors need to redefine their roles to focus on strategy.

- Effective communication starts with addressing the client's perceived problems.

- Understanding the audience is key to successful persuasion.

- Simplifying complex ideas can enhance client understanding.

- Proactive tax strategies lead to better financial outcomes for clients.

- The value of a tax professional lies in their advisory capabilities.

- Building relationships is crucial for maximizing existing client engagement.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #Communication #ValueProposition #TaxAdvisory #Persuasion #SilverBullet #AITax #TaxAI #TaxPros

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. Meyer and Pogosian highlight how strategic financial decisions with insurance risk planning can lead to substantial savings and growth, particularly in the context of long-term planning and insurance liquidation.

🔗 Connect with Vardan Pogosian, CPA

https://www.linkedin.com/in/vardan-pogosian-cpa-96977457/

https://pogosiantp.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!

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Takeaways:

- If he does this for five years, he's going to have close to seven, eight million.

- 370K taxes per year they're saving, which over a 10 year period would add up to almost four mil.

- The deferral until you liquidate the insurance company later down the road is crucial.

- Arbitrage can significantly impact your cap gains rate.

- Long-term financial planning is essential for maximizing growth potential.

- Investments can grow substantially with the right strategies in place.

- Tax deferral plays a key role in wealth accumulation.

- Understanding cap gains is important for financial success.

- Insurance liquidation can provide additional financial benefits.

- Strategic financial decisions lead to substantial savings and growth.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #WealthManagement #InvestmentStrategies #TaxSavings #Arbitrage #CapGains #InsuranceLiquidation #TaxDeferral #captive #insurance

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 common myths surrounding charitable giving and emphasizes the importance of intentional philanthropy in legacy planning.

🔗 Connect with Aleksander Dyo

https://www.linkedin.com/in/aleksander-dyo

https://wealth-excel.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!

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Takeaways:

- Charitable gift financing has been around since 1978.

- The strategy allows for significant tax deductions on charitable contributions.

- Grantor's trusts provide asset protection and privacy for clients.

- Ideal clients are high-income earners looking for tax-efficient philanthropy.

- The strategy can be structured to minimize cash outflow during the client's lifetime.

- Clients can receive a tax deduction for the entire financed amount, not just the down payment.

- The process typically takes 45 to 60 days from start to finish.

- There are two stages of charitable giving: immediate and legacy giving.

- The strategy is validated by IRS rulings and has been tested under audit.

- Education is key to understanding and utilizing advanced charitable planning strategies.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #CharitableGiftFinancing #WealthManagement #GrantorsTrust #Philanthropy #TaxDeductions #LegacyPlanning #FinancialServices #HighNetWorthIndividuals #TaxEfficiency

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 strategies for high-income earners.

🔗 Connect with Acen Hansen

https://www.linkedin.com/in/acen-hansen/

https://legacywealthmg.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!

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Takeaways:

- The Backdoor Roth IRA is a powerful strategy for high earners.

- Many believe they can't contribute to a Roth IRA, which is a misconception.

- Tax-free growth is essential for building wealth over time.

- The Mega Backdoor Roth allows for larger contributions to a Roth IRA.

- Legacy planning should focus on the purpose behind wealth accumulation.

- Understanding the mechanics of Roth conversions can lead to significant tax savings.

- Qualified Opportunity Zones offer unique tax deferral benefits.

- Deductions alone do not create wealth; strategic growth does.

- Collaboration among advisors can enhance client outcomes.

- Financial myths can hinder effective wealth management strategies.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #BackdoorRothIRA #MegaBackdoorRoth #WealthManagement #RetirementSavings #LegacyPlanning #TaxFreeGrowth #InvestmentStrategies #FinancialMyths

*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

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!

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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.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #IRSResolution #ProBonoWork #AICPA #TaxPlanIQ, #InternationalClients #Networking #Entrepreneurship #FinancialAdvice

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!

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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.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #FinancialStrategies #Accounting #ValuePricing #BusinessTransformation #ClientEngagement #PricingPsychology #AccountingFirmSuccess #ModernAccounting #Mentorship #BusinessGrowth #FinancialFreedom

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!

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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.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #PapinCPA #Accounting #InsuranceTaxPlanning #EstateTax #ClientAdvisory #FinancialStrategies #BusinessConsulting #TaxCompliance #ProfessionalServices