by Jackie Meyer
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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🇺🇲
Publishing Since
6/27/2022
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April 7, 2025
<p>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.</p><p>🔗 Connect with David Podell</p><p>https://www.linkedin.com/in/bbconsultants/</p><p>https://businessbenefitsconsultants.com/</p><p><br></p><p>🔗 Connect with Dr. Jackie Meyer</p><p>Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa</p><p>Jackie on Instagram @jackiemeyerCPA</p><p>Jackie's work at https://www.jackiemeyercpa.com</p><p><br></p><p>This episode is brought to you by TaxPlanIQ:</p><p>https://www.taxplaniq.com</p><p><br></p><p>Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.</p><p><br></p><p>Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!</p><p><br></p><p>---------------</p><p><br></p><p>Takeaways:</p><p><br></p><p>- The IRS is expanding their free file program, which may impact tax professionals.</p><p>- Clients are experiencing smaller refunds due to fewer pandemic-era credits and inflation.</p><p>- Retirement plans can provide significant tax benefits for business owners.</p><p>- Many individuals under-contribute to retirement plans, highlighting the need for better education.</p><p>- Auto-enrollment in retirement plans is helping increase participation rates.</p><p>- Solo 401(k) plans allow for higher contribution limits compared to other retirement plans.</p><p>- Government incentives are available for small employers setting up retirement plans.</p><p>- Common misconceptions about retirement plans can lead to missed opportunities for tax savings.</p><p>- It's important to regularly review retirement plans to ensure compliance and maximize benefits.</p><p>- Investing in oneself is crucial for long-term success in financial planning.</p><p><br></p><p>---------------</p><p><br></p><p>#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #DavidPodell #TaxNews #RetirementPlanning #Solo401k #IRSUpdates #FinancialAdvice #TaxDeductions #GovernmentIncentives #BusinessBenefits</p>
March 31, 2025
<p>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.</p><p>🔗 Connect with Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYT</p><p>https://www.linkedin.com/in/amyvettercpa</p><p>https://www.amyvetter.com/</p><p><br></p><p>🔗 Connect with Dr. Jackie Meyer</p><p>Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa</p><p>Jackie on Instagram @jackiemeyerCPA</p><p>Jackie's work at https://www.jackiemeyercpa.com</p><p><br></p><p>This episode is brought to you by TaxPlanIQ:</p><p>https://www.taxplaniq.com</p><p><br></p><p>Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.</p><p><br></p><p>Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!</p><p><br></p><p>---------------</p><p><br></p><p>Takeaways:</p><p><br></p><p>- Amy Vetter emphasizes the importance of self-reflection in the accounting profession.</p><p>- The B3 method focuses on integrating business, balance, and bliss into daily life.</p><p>- Setting boundaries and protecting your time is crucial for work-life balance.</p><p>- Practical steps like taking breaks between meetings can enhance productivity.</p><p>- Coaching programs can help individuals break patterns and create new habits.</p><p>- Technology should be utilized to its full potential in accounting practices.</p><p>- Effective communication is key to maintaining boundaries in meetings.</p><p>- Finding joy in small activities is essential during busy seasons.</p><p>- Understanding the purpose of technology can improve client experiences.</p><p>- Advisory services can create meaningful impacts on clients' businesses.</p><p><br></p><p>---------------</p><p><br></p><p>#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #AmyVetter #TaxNews #BusinessBalance #Coaching #AccountingTech #Advisory #B3Method #WorkLifeBalance</p>
March 24, 2025
<p>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.</p><p>🔗 Connect with Chad Koebnick</p><p>https://www.linkedin.com/in/chad-koebnick-tax/</p><p>https://nepsis.com/</p><p>🔗 Connect with Dr. Jackie Meyer</p><p>Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa</p><p>Jackie on Instagram @jackiemeyerCPA</p><p>Jackie's work at https://www.jackiemeyercpa.com</p><p><br></p><p>This episode is brought to you by TaxPlanIQ:</p><p>https://www.taxplaniq.com</p><p><br></p><p>Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.</p><p><br></p><p>Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!</p><p><br></p><p>---------------</p><p><br></p><p>Takeaways:</p><p><br></p><p>- The Tribal Tax Credit is a federal income tax credit available to all U.S. taxpayers.</p><p>- The credit has a five-year carryover period if not fully consumed in the first year.</p><p>- Taxpayers purchase the credits rather than investing in a project.</p><p>- There is an insurance policy available to mitigate risks associated with the credits.</p><p>- The IRS has faced challenges in processing electronically filed returns related to the credits.</p><p>- Due diligence is crucial for tax professionals considering the strategy.</p><p>- The private letter ruling is expected to provide clarity on the credit's legitimacy.</p><p>- Tax advisory is becoming increasingly important in the CPA profession.</p><p>- Embracing technology can enhance the effectiveness of tax advisory services.</p><p>- Tax professionals should focus on being assets to their clients rather than mere accessories.</p><p><br></p><p>---------------</p><p><br></p><p>#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #Nepsis #TribalTaxCredit #TaxStrategy #TaxPlanning #TaxAdvisory #IRS #TaxCompliance #TaxCredits</p>
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