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Meyer yearend

YEAR-END TAX STRATEGIES FOR ACCOUNTING FIRM INFLUENCERS AND THEIR CLIENTS

Cost $25.00
Presentation Length 2.0 hours

Recorded DateNovember 15, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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.

Learning objectives:


  • Tax Reform planning strategies.

  • Individual taxes.

  • Business taxes.

  • 199A Qualified Business Income Deduction.

  • Retirement plan options.

  • Choice of entity.

  • Various other tax topics and planning opportunities.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

 

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.