Why, Why Not You, Why Not Now? These are the three questions that fuel growth: Why? Why not you? Why not now? Whether it’s business, tax planning, or self-improvement, answering these questions is the key to moving forward. The skills can be learned. The mindset has to be chosen. #Mindset…
If You’re Shy, You’re Broke One of the best lessons I ever got came from a wealthy entrepreneur: “If you’re shy, you’re broke. If you’re a little shy, you’re a little broke.” That mindset has driven me ever since. If the front door doesn’t open, try the back, the side…
The Best Time to Start? Today. “The best time to plant a tree was 20 years ago. The second best time is today.” This isn’t just about trees. It’s about: Building your business Starting tax planning Growing wealth for the future Don’t wait for the perfect moment. Start now. #TaxPlanning…
TaxPlanIQ = Jarvis for Tax Pros Just like Tony Stark had Jarvis to amplify his brilliance, advisors now have TaxPlanIQ. Expand your capacity Solve complex problems faster Deliver client-ready visuals that make tax planning simple You’re already smart. With TaxPlanIQ, you become unstoppable. #TaxPlanIQ #TaxPlanning #TaxStrategy #CPA #WealthBuilding #short
TaxPlanIQ = Jarvis for Tax Advisors What is TaxPlanIQ? It’s more than software — it’s a gateway to: Expanded capacity New revenue streams Client-ready visuals & content Pricing justification that builds trust Think of it like Jarvis helping Tony Stark. You’re already smart, but with TaxPlanIQ, you become unstoppable. This…
Tax Planning = 22x the Revenue of Tax Prep According to the AICPA and others, one tax planning client can generate 22x the revenue of a tax prep client. And the best part? Clients are happy to pay more — because they see the ROI. This is why tax planning…
831(b) Captives: Why They’re the Future of Risk Management This isn’t just about tax savings. Captives are about: Self-insuring real business risk Protecting revenue when traditional insurance fails Gaining control as insurance carriers tighten coverage Staying ahead of code changes that will make captives a standard practice Within 1–2 years,…
🌿 Peace is the new profit. 🌿 That’s the core of my new book, The Balanced Millionaire Advisor Edition. This isn’t about chasing more clients, hiring more staff, or adding more credentials. It’s about building a firm that supports your life — your family, your health, and your freedom —…
What Is 831(b) Captive Insurance? Explained Simply In this video, we explain: What 831(b) really is (your own insurance company to self-insure unique risks) Why it’s often called “captive insurance” The IRS scrutiny around captives — and where things actually stand now If you’ve heard of captives but only know…
What Captive Insurance Really Covers — Key Employee Risk Explained In this clip, we break down what you can actually insure through a captive — and why it matters: Rainmaker or surgeon gets sick? Protect your business revenue. Top salesperson can’t work? Cover the loss until you recover. Business interruption…
Business Owner Mindset: Slow Down, Educate, and Lead In this segment, I share the one thing I hope every listener takes away: Don’t be quick to dismiss strategies — learn first, then decide Reflect on where you’ve come from and the responsibility you carry Work on your business, not just…
🎁 FREE DOWNLOAD: Value Pricing Calculator + Proposal Workbook This tool has helped tax advisors: Build 8-figure tax plans Save clients over $1 billion Now you can access it FREE at: taxplaniq.com/ROI-method Thank you for being part of the Concierge CPA Podcast community. See you next time! #short
Estate & Business Planning Under OBBBA: Who Wins, Who’s Squeezed? High-net-worth clients ($15M+) are safe — the estate exemption is untouched, and advanced strategies like GRATs, SLATs, and trusts remain intact. But the real squeeze is on clients between $500K and $15M. They face higher effective tax rates, tighter SALT…
Who Really Wins Under OBBBA? Not Who You Think. The most common question I get: Who benefits most from the One Big Beautiful Bill Act (OBBBA)? Is it the top 1%? The lower income brackets? Spoiler: it’s not either. In this video, I’ll break down exactly who wins — and…
He’s there through it all! Ready to cowork before I am, or nap of course. Who’s your coworking best bud? #cutedog #short
Back in 2018, I was excited to help clients navigate TCJA — what we thought was a once-in-a-lifetime tax reform. Now, with OBBBA, we get a second one. The world’s attention is on tax planning again. This isn’t more work. It’s the biggest opportunity for advisors to shine. In this…
QSBS Retroactive Wins: Amend and Refund QSBS isn’t just about future exits. If your clients sold Qualified Small Business Stock in the last 3 years, they may be eligible for refunds by amending returns. What to do now: Ask about recent sales of QSBS. Educate them on what qualifies. Review…
🚪 We are opening the doors MONDAY and I almost forgot to post here! 😅 The 10 Days to Close a Tax Plan Challenge is back. It has everything you need to create your BEST tax plan yet: live training with me, step by step prework, daily homework, community support,…
OBBBA Planning Checklist for 2025 and Beyond Here are the most important moves to make now: Use the $15M estate exemption ($30M couples) starting 2026: gift, GRATs, SLATs, ISLYTs Take full advantage of the $40K SALT cap while it lasts (2025–2029) Accelerate capital investments and cost segs for 100% bonus…
R&D Tax Win: Immediate Expensing & Retroactive Relief Starting January 1, 2025, domestic R&D costs can once again be fully expensed — no more forced five-year amortization. You can also claim the R&D tax credit on the same expenses. What’s in it for your clients? Immediate write-off fosters growth and…
100% Bonus Depreciation Is Back — Permanently Good news. The One Big Beautiful Bill Act (OBBBA) brings back 100% bonus depreciation, permanently—for qualifying property placed in service after January 19, 2025. That includes used assets, too. Why this matters: • Immediate full write-off of business assets • Major schedule flexibility…
QSBS Strategy for Big Gains: Wiping Out $30M in Taxes Have a client with a $30M capital gain on the horizon? With QSBS under the OBBBA expansion, you can multiply exclusions across family and trusts to eliminate huge tax exposure. Key takeaways: • Exclusion cap is now $15M per taxpayer…
Don’t Want to Miss Qualified Opportunity Zones are now permanent, thanks to OBBBA. That means no more rushing to beat a 2026 deadline. Here’s what’s new: • 5-year hold = 10% step-up in basis • 10-year hold = 100% gain exclusion for up to 30 years • Big bonuses for…
OBBBA’s Tax Bracket Plot Twist — Who Actually Wins? In this video, discover: • Why clients earning $500K–$15M feel the squeeze under OBBBA • Why the real winners are those earning $200K–$500K • How estate-rich clients remain largely unaffected • How TaxPlanIQ helps you identify threats and opportunities fast Stay…