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 + Mindset Tips:
https://www.instagram.com/jackiemeyercpa/?hl=en
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💡 ABOUT JACKIE MEYER, CPA
I’m Dr. Jackie Meyer, CPA — a CPA Practice Advisor 40 Under 40 honoree since 2018 and founder of TaxPlanIQ, a SaaS platform empowering firms with smarter tax advisory systems.
From 2010–2022, I ran an award-winning CPA firm that inspired me to build new solutions for accountants: tools, coaching, and systems that reduce burnout and maximize value. My signature framework, The ROI Method™, helps firms rethink pricing, profitability, and peace.
Today, I work with accountants and advisors worldwide to modernize their firms, strengthen leadership, and build sustainable businesses through mindset and strategy.
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⚡ ABOUT THIS VIDEO
The One Big Beautiful Bill Act (OBBBA) is shaking up the accounting and advisory world. From EV tax credits to clean energy incentives, this new legislation offers massive opportunities for firms who understand how to apply it strategically.
In this Tax Facts Short, I break down what accountants and advisors need to know about:
✅ OBBBA’s EV and sustainability incentives
✅ How clients can benefit from clean energy credits
✅ Why understanding new tax law gives you a competitive edge
and a special guest and friend joins me, Jasmine Dilucci!
If you’re advising small businesses or high-value clients, this is your moment to lead.
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⚠️ DISCLAIMER
This content is for educational purposes only and does not constitute professional tax or legal advice. Always consult a qualified professional before making tax or financial decisions. #short
