Jackie Meyer, DSL, CPA, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. A 40 under 40 honoree with CPA Practice Advisor 2018-2022, she is the former founder of an award-winning CPA firm, and now leads TaxPlanIQ, a SaaS tax advisory platform. She speaks to tens of thousands of financial professionals and taxpayers annually.
These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.
A detailed look at the implications of the president-elect's tax proposals for your clients.
This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.
The "ROI Method" of charging can enhance client satisfaction, boost your firm's revenue, and reduce the time spent on engagements.
If you or your firm is considering how to best streamline payments, here are three simple yet effective strategies that have proven successful for my business.