The Concierge CPA
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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March 7, 2024
42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking T...
Recent
Dec. 4, 2025
From Burnout to Balance: The Leadership Lesson I Learned the Hard Way | Growing Your Firm Summit
There was a time when I looked “successful” on paper… but my health was falling apart behind the scenes.
Choosing myself — my health, rest, and peace — completely transformed the way I lead.
This video is a reminder that leadership isn’t about sacrifice.
It’s about sustainability.
That’s why th…
Dec. 2, 2025
What Really Happens When You Get Married (Tax Facts with Jackie Meyer, CPA)
They say marriage changes everything… and they’re right. 💜💜
You’ve probably seen creators warning you about a scary “marriage penalty”
or even suggesting you “just file single instead.”
In this video, Dr. Jackie Meyer, CPA, breaks down what really happens when
love meets the IRS — and why, for mo…
Dec. 1, 2025
The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
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…
Dec. 1, 2025
75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
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...
Nov. 26, 2025
What Really Happens When You Get Married (Tax Facts with Jackie Meyer, CPA)
They say marriage changes everything… and they’re right. 💜💜
You’ve probably seen creators warning you about a scary “marriage penalty”
or even suggesting you “just file single instead.”
In this video, Dr. Jackie Meyer, CPA, breaks down what really happens when
love meets the IRS — and why, for mo…
Nov. 17, 2025
The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
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…
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