Learn about potential tax planning strategies that may reduce taxes for your clients. Tax Reform creates new planning opportunities and this session will use a case study approach to evaluate options.
This session will enable the attendees to evaluate specific Tax Reform strategies to help clients reduce taxes. This session will explore multiple case studies and the tax implications of different treatments, including using C corporations, pass thru entities, 199A deductions, retirement plans and various other tax areas. Case studies will be used so that you can have meetings to discuss with your clients how they might decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year. Attendees will also be equipped with tax planning strategies to share with prospective clients and potentially grow their practice.
Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers.
She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.
Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at jackiemeyercpa.com