🎁 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…
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,”…