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…
QSBS Supercharged: Bigger Tax Breaks for Everyday Businesses Section 1202 (QSBS) has always been powerful. Now thanks to the One Big Beautiful Bill Act (OBBBA), it’s even more accessible and flexible: • Gain exclusion cap increased to $15M or 10× basis • Tiered holding period: 50% at 3 years, 75%…
Avoid the SALT “Torpedo” Tax Trap In this clip, I break down how a $100K income increase from $500K to $600K can spike federal tax by $45,500. That’s a jaw-dropping 45.5% marginal tax hit, driven by the SALT deduction plunge. Here’s what you’ll learn: How the new $40K SALT cap…
Want to grow your firm 20–50% without new clients? CPAs today face: Burnout (at record levels) Staffing shortages Client retention struggles New client headaches Flatlining growth 👉 In this video, I’ll show you why tax planning is the ultimate growth engine and how TaxPlanIQ does 90% of the heavy lifting…
OBBBA & Tax Planning: How to Package & Price for Growth The One Big Beautiful Bill Act (OBBBA) has reshaped the tax landscape: Higher standard deductions New income-based deductions Permanent TCJA provisions Big wins for business owners Your clients are searching for answers — and they’re ready to pay for…
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, the challenges faced by international clients, and the importance of IRS resolution work. Brandon shares…
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 modernizing his practice through value pricing and effective client engagement strategies. They explore the importance of pricing psychology,…
Noura Almasri launched her firm, Noura’s Books, in 2021. What began as a bookkeeping business quickly evolved. A business coach challenged her to consider taxes—and that pivot sparked a new direction. Within three months, she passed all three enrolled agent exams and began offering tax services. What she discovered? “What…
Background: From Traditional Tax Practice to Strategic Advisory Daniel Guarin, EA, CTC, MST, launched his firm Full Compliance LLC in 2006 as a traditional tax and accounting firm. “We did everything—compliance, payroll, bookkeeping, business returns, sales tax,” he said. Like many small firm owners, his tax planning efforts started out…
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 client demands, the importance of a holistic approach to advisory services, and the changing perceptions of…
Background: A CPA Firm Ready for Evolution Merrill Taylor, CPA, has been in the tax world for over 20 years. After a decade at Ernst & Young and a large Utah-based firm, he launched his own practice—Taylor Tax Team—focusing primarily on tax compliance with a bit of bookkeeping on the…
Starting Over with Purpose Christina Messer didn’t start her career in tax. She began in marketing communications— graphic design, SEO, analytics. But a personal financial crisis changed her trajectory. “I owed thousands and thousands in taxes. It was so stressful and took forever to get any answers from the IRS,”…
From Compliance-Heavy to Advisory-Focused When John Sanchez founded John A. Sanchez & Company in Auburn Hills, Michigan, the firm operated like many small tax practices—focused heavily on compliance. But around 2018, John began a slow, deliberate shift toward advisory services. “I started to find my voice,” John recalled. “I thought,…
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 lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in…
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 unexpected estate tax bills…
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/
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 hiring of…
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, practical steps for achieving work-life harmony, the significance of technology in accounting, and…
In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of…
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 introduction of the 831B tax code, the challenges posed by IRS regulations,…
Learn the secret to pricing your services with value pricing! This strategy made my clients pay 10x more for my services. Watch to learn more! If you're ready to change your pricing for the better, you can download the The ROI Method of Value Pricing™ here: https://www.taxplaniq.com/roi-method #valuepricing #pricingstrategy #accountingtips…