درباره این پادکست 🔗
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.
میزبان‌ها:
فرکانس به روز رسانی:
every 23 days
میانگین طول صدا:
43 minutes
مصاحبه های مهمان
انگلیسی
ایالات متحده آمریکا
77 قسمت
از سال 27 ژوئن 2022
episodic
آخرین اپیزود 🔗
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 certa…
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اپیزودهای قبلی The Concierge CPA را جستجو کن.
اپیزود قبلی 🔗
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…
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 professiona…
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 pot…
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 gran…
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 conve…
*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 plan…
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 re…
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 engagem…
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,…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Jackie Meyer است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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