Hosted by Jackie Meyer, CPA, CCTA, author of The Balanced Millionaire and creator of the ROI Method® of Value Pricing, The Concierge CPA Podcast explores how professional service firm owners build profitable advisory practices, with a focus on tax planning.
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77 - Roth IRA 2025 Unicorn or BS? What You Need to Know Before the April 15, 2026 Deadline
Épisode 77
lundi 23 février 2026 • Durée 44:08
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certain conditions. Jackie and her guest, Jason Ackerman, CPA, CFP®, CGMA, CEO of Wealth Rabbit, delve into common misconceptions surrounding Roth IRAs, including the complexities of backdoor Roth contributions and the importance of understanding tax implications during tax season. They emphasize the need for proper documentation and the potential pitfalls of mismanaging Roth accounts, especially for high-income earners.
76 - Health, Wealth and Tax Savings in One Strategy 401h
Épisode 76
lundi 15 décembre 2025 • Durée 31:10
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement plans. The conversation also covers common misconceptions about retirement planning and the importance of proper implementation and tracking.
🔗 Connect with David Podell
https://www.linkedin.com/in/bbconsultants/
https://businessbenefitsconsultants.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- The 401H strategy unlocks unique tax savings and health benefits.
- Many advisors are unaware of the 401H due to its complexity.
- The 401H can be seen as a layer on top of existing retirement plans.
75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
Épisode 75
lundi 1 décembre 2025 • Durée 25:43
In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver bullet' as a powerful persuasion technique, the evolving role of tax professionals in light of AI advancements, and the importance of redefining tax advisory to focus on proactive strategies rather than mere compliance. The discussion also touches on practical insights for improving communication and messaging in professional settings.
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- Most professionals create amazing work but struggle to communicate value.
74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
Épisode 74
lundi 17 novembre 2025 • Durée 33:04
In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive insurance as a tax planning strategy and protection vehicle. They discuss the potential growth of investments over time, emphasizing the importance of tax deferral and the benefits of arbitrage in wealth management. Meyer and Pogosian highlight how strategic financial decisions with insurance risk planning can lead to substantial savings and growth, particularly in the context of long-term planning and insurance liquidation.
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- If he does this for five years, he's going to have close to seven, eight million.
73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
Épisode 73
lundi 3 novembre 2025 • Durée 33:45
In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contributions while minimizing tax liabilities. They explore the mechanics of the grantor's trust, the ideal clients for this strategy, and the legal validity of charitable gift financing. The discussion also addresses common myths surrounding charitable giving and emphasizes the importance of intentional philanthropy in legacy planning.
🔗 Connect with Aleksander Dyo
https://www.linkedin.com/in/aleksander-dyo
https://wealth-excel.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- Charitable gift financing has been around since 1978.
- The strategy allows for significant tax deductions on charitable contributions.
72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
Épisode 72
mardi 21 octobre 2025 • Durée 36:55
In this episode, Dr. Jackie Meyer and Acen Hansen discuss the intricacies of the Backdoor Roth IRA and the Mega Backdoor Roth strategy, emphasizing the importance of tax-free growth for wealth accumulation. They explore common misconceptions about Roth IRAs, the mechanics of contributions and conversions, and the significance of legacy planning. The conversation also touches on financial myths and offers insights into effective tax strategies for high-income earners.
🔗 Connect with Acen Hansen
https://www.linkedin.com/in/acen-hansen/
https://legacywealthmg.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
---------------
Takeaways:
- The Backdoor Roth IRA is a powerful strategy for high earners.
- Many believe they can't contribute to a Roth IRA, which is a misconception.
71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm?
Épisode 71
lundi 4 août 2025 • Durée 01:03:36
*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast*
Massive tax changes are here now. Are you ready to help your clients take advantage ASAP?
Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities.
As an accountant, this is your chance to become indispensable.
Join us for a timely, practical webinar breaking down the key provisions of the new legislation (a.k.a. the “Big Beautiful Bill”)—and how you can proactively use them to deliver real savings and value to your clients.
Here’s Some of What We’ll Cover:
✅ 100% Bonus Depreciation Is Back—Permanently
One of the most aggressive tax tools is now locked in. We’ll cover how to use it for big-ticket purchases and strategic timing.
✅ R&D Expensing Reinstated (Retroactive to 2022)
Full expensing is back for domestic R&D. If your business-owner clients qualify, this could unlock huge deductions immediately.
✅ Permanent QBI Deduction for Pass-Throughs
The 20% deduction is now permanent—but most advisors miss out on optimizing it for high-income clients. We’ll show you how.
✅ Overhauled QSBS Exclusion Rules
New tiers, higher caps, and earlier exits. Big changes to Section 1202 open new doors for startup founders and investors—if you know how to navigate them.
70 - The Secret to Growing Your Business While Giving Back | Brandon Adjei
Épisode 70
lundi 21 juillet 2025 • Durée 42:42
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 his experiences during Hurricane Harvey, where he provided pro bono services, and emphasizes the significance of networking and involvement with organizations like AICPA. They also delve into the benefits of using TaxPlan IQ for tax planning and the necessity for accountants to adapt and grow in a changing environment.
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- Brandon's journey in accounting began with a focus on understanding the language of business.
69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda
Épisode 69
lundi 7 juillet 2025 • Durée 34:04
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, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.
🔗 Connect with Reza Hooda
https://www.linkedin.com/in/rezahooda/
https://www.rezahooda.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
---------------
Takeaways:
- Reza transitioned from a traditional accounting firm to a modern practice.
68 - How One Guy Became Every Trusted Advisor in the Room & The Coach, w/ Chris Papin
Épisode 68
lundi 23 juin 2025 • Durée 29:33
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 insurance. Chris shares insights on navigating the upcoming estate tax changes and the implications of new legislation. The conversation wraps up with rapid-fire questions and actionable advice for professionals in the field.
🔗 Connect with Christopher C. Papin, JD, CPA
https://www.linkedin.com/in/chrispapin/
https://www.papincpa.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- The new format aims to provide actionable insights in a shorter time frame.
- Chris Papin emphasizes the importance of being a trusted advisor across multiple disciplines.
- It allows for triple tax-free benefits when used for medical expenses.
- Employers must track contributions and distributions carefully.
- The 401H can include a wide range of medical expenses.
- It's essential to have a knowledgeable TPA for implementation.
- The costs of setting up a 401H are comparable to other plans.
- Higher contributions are possible with the 401H strategy.
- Understanding cash flow is crucial for effective planning.
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