IRS filing season officially kicks off January 26. Preparation makes all the difference once things start moving fast. Here’s to a smooth start for CPAs and tax professionals everywhere. 📘 The Balanced Millionaire 👉 cpa.click/jackie #short
Most powerful present ever!!??!?!? ❄️ Thank you to CPA Practice Advisor for the honor of being named one of the 2025 Most Powerful Women in Accounting. Huge congratulations to all the incredible women recognized this year, and special thanks to Gail Perry and the entire CPA Practice Advisor team for…
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 discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into…
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 the…
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 most…
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 professionals in light of AI advancements,…
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 most…
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 potential growth of investments over…
They keep saying “marriage is a penalty” or “just file single” Here’s what a real CPA says about the marriage penalty — filmed live at a wedding. #MarriagePenalty #TaxHacks #CPAExplains #short
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 most…
When the government shuts down, even the family that runs the house stops getting along. Filmed across Washington, D.C. — Washington Monument, Lincoln Memorial, WWII Memorial, Mount Vernon (Washington’s grave), the Capitol Building (where our tour was canceled!), and the White House. What You’ll See:💡 • Funny 'family house' analogy…
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 contributions while minimizing tax liabilities. They explore the mechanics of the grantor's trust, the ideal clients for this strategy,…
When the government shuts down, even the family that runs the house stops getting along. Filmed across Washington, D.C. — Washington Monument, Lincoln Memorial, WWII Memorial, Mount Vernon (Washington’s grave), the Capitol Building (where our tour was canceled!), and the White House. 💡 What You’ll See: • Funny 'family house'…
Why Tax Plans Sell Themselves What’s the easiest thing to sell? Not hours. Not compliance. Not products. 👉 It’s saved money. That’s why tax plans are the easiest thing to sell — clients see the ROI and say yes. This is how firms grow faster with less resistance. #TaxPlanIQ #CPA…
Why Value Pricing Is a Win-Win-Win Traditional pricing doesn’t help you — and it doesn’t help your clients. But when you switch to value pricing upfront, anchored in ROI from tax savings, everything changes: Clients’ lives transform with real savings Firms grow stronger and more profitable Owners and staff finally…
Turning Tax Planning Into a No-Brainer With bulk AI analysis, you can: Instantly see client savings across 100+ returns Show them exactly where the money is Tie savings directly to your price When it’s this clear, clients would be insane not to say yes. That’s the power of TaxPlanIQ. #TaxPlanIQ…
Tax Planning + AI = Mind-Blowing Results Here’s what’s possible today: Upload 100+ tax returns in bulk AI instantly identifies client savings ($80K, $60K, and more) Advisors deliver massive ROI with ease Technology is transforming accounting — and it’s a lot of fun to be part of it. #TaxPlanIQ #TaxPlanning…
From Compliance Treadmill to Growth Engine Most accountants were trained to stay in their lane, keep clients happy, and just survive tax season. But that’s the worst idea ever. The future belongs to firms that: Shift from reactive to proactive Position themselves as trusted advisors Respect their time and expertise…
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 common misconceptions about Roth IRAs, the mechanics of contributions and conversions, and the significance of legacy…
The ROI Method of Value Pricing Here’s how I revolutionized tax planning with the ROI Method: Clients see their estimated savings vs. your cost vs. ROI You charge 3–20x more — and they’re happier It’s the perfect foot-in-the-door strategy for bigger advisory work Save them money first. Earn their trust.…
How to Confidently Justify Your Pricing as a CPA Pricing is never about cost. It’s about value. With TaxPlanIQ, advisors can: Confidently justify their pricing Deliver value far beyond a tax return Open doors clients didn’t even know existed That’s how you elevate from compliance to trusted advisor. #TaxPlanIQ #CPA…
How One Client Saved $300K with TaxPlanIQ Our first client on TaxPlanIQ (back in December) saved over $300,000 in taxable income this year. But that’s just the start: He referred new clients — no extra marketing needed. Those referrals trusted us instantly, simply by seeing the TaxPlanIQ visuals. The process…
From Enron to Deloitte: My Career Full-Circle Story My first job was supposed to be at Enron in a 2-year rotational program. I even met Ken Lay. Then the collapse happened, and everything changed. At Merrill Lynch, I asked wealthy people how they built their capital. Nearly half told me…
what happens when you get two tax strategists togerher at a content creation conference?!? A video is born! like my special guest? 🔥 Join the Balanced Millionaire Waitlist for Early Access: https://kickofflabs.com/giveaway/balanced-millionaire-signup 🔥 Learn More About Jackie’s Work and Speaking: https://www.jackiemeyercpa.com/ 🔥 Follow Jackie on Instagram for daily Tax +…