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...
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May 12, 2025
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpe…
May 12, 2025
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance...
April 23, 2025
Watch Me Build a Complete Tax Plan in Under 5 Minutes!
Dr. Jackie Meyer, President and Founder of TaxPlanIQ, will take you through building a complete tax strategy in under 5 minutes!
Learn about TaxPlanIQ today: https://www.taxplaniq.com/
April 7, 2025
Retirement Plans Aren’t Just for Retirement: How to Use Solo 401k to Build Net Worth & Save on Taxes
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 hir…
April 7, 2025
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes
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 fr...
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