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Videos

Jan. 31, 2025

Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence

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 to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, and…

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Jan. 21, 2025

How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group

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, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to…

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Jan. 7, 2025

Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell

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, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure…

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Dec. 4, 2024

How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)

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 partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed…

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Nov. 26, 2024

Busyness vs. Mental Health: My Interview on WOOD Broadcasting

Constant busyness takes a toll on mental health, especially for tax professionals. In my recent interview with WOOD Broadcasting, I shared my thoughts on how tax pros can deal with overwhelming workloads, better communicate stress, and prioritize mental well-being.

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Nov. 20, 2024

How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s

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, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding…

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Nov. 13, 2024

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 industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data,…

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Nov. 4, 2024

Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker

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 balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to…

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Oct. 17, 2024

Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer

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 out there around 1031 exchanges that…

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Oct. 3, 2024

How To Go Global with Nick Sinclair of TOA

4:04 @robnixon382 who coaches accounting firms 6:44 Where are the offices of @TOAGlobalOutsourcing? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never…

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Sept. 19, 2024

How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual

2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened,…

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Sept. 11, 2024

Speaking Reel: Dr. Jackie Meyer, CPA – Tax Strategist, SaaS Founder, & Upcoming Author

Explore the dynamic speaking style of Dr. Jackie Meyer, CPA, renowned tax strategist and creator of TaxPlanIQ software. In this reel, Dr. Meyer shares insights from her background as a CPA, tax strategist, and entrepreneur, now transitioning into a successful SaaS developer and author of Redefining BS for Entrepreneurs: The…

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Sept. 10, 2024

How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ

Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she…

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Aug. 27, 2024

How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he…

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July 27, 2024

Learn to cook Salt Rock Wagyu in less than 60 seconds with our Learning Bombs family! #learningbombs

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July 20, 2024

Welcome To Learning Bombs! Fun Educational Series for Families #shorts

Dive into short learning bombs with AI hacks, apps, algebra, sports, swimming, fireworks, and explosions of course! 💣📚 Our family-friendly educational series is perfect for everyone, from age 7 to age 47. Join the Meyer Family as we share exciting and informative "how-to's" in less than 60 seconds. What will…

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July 8, 2024

Lessons from Gaynor Hardy's Marketing Journey

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her…

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June 10, 2024

TaxPlanIQ Core Changes 2024

@taxplaniq-taxplanningsoftw9333

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June 7, 2024

bring something to the table!

This was a fun podcast interview! "Practitioners must focus on their unique value add to succeed. Whether it's tax planning or community engagement, bring something special to the table." @natehagerty @taxplaniq https://lnns.co/1p5oOQmJeXS #taxes #accounting #financialliteracy #financialfreedom

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June 3, 2024

Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm…

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May 22, 2024

The Evolution of Amber Setter: A Story of Transformation and Leadership

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone…

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May 14, 2024

Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in…

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May 1, 2024

The Growing Field of Cannabis Accounting: Challenges, Opportunities, and Advocacy

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore…

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April 25, 2024

Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of…

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