Episodes
77 - Roth IRA 2025 Unicorn or BS? What You Need to Know Before the Ap…
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular reti...
76 - Health, Wealth and Tax Savings in One Strategy 401h
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They...
75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and S…
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...
74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Manag…
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 insuran...
73 - How to 5x Your Charitable Giving Strategy with Charitable Gift F…
In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contribution...
72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the …
In this episode, Dr. Jackie Meyer and Acen Hansen discuss the intricacies of the Backdoor Roth IRA and the Mega Backdoor Roth strategy, emphasizing the importance of tax-free growth for wealth accumulation. They explore commo...
71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your…
*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast* Massive tax changes are here now. Are you ready to help your clients take advantage ASAP? Congress just passed the biggest tax overhaul ...
70 - The Secret to Growing Your Business While Giving Back | Brandon …
In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, t...
69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza…
In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to moder...
68 - How One Guy Became Every Trusted Advisor in the Room & The Coach…
In this episode, Dr. Jackie Meyer, CPA speaks with Christopher C. Papin, JD, CPA, a multifaceted professional with experience as a CPA, attorney, and insurance producer. They discuss the evolving landscape of accounting and c...
67 - Scaling Smart: Matt Tait on Building a Firm With People, Process…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a l...
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (…
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...
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401…
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...
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Se…
In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, ...
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy w…
In this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the i...
61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Weal…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how t...
60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DV…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, off...
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of …
In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partner...
58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Futu…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows...
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint …
In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, estab...
56 - How to Benchmark Better for Advisors
Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and in...
55 - Maximize retirement with this low risk, high benefit tax strateg…
In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash ba...
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone…
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw...
53 - How To Go Global with Nick Sinclair of TOA
4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived tha...