Jackie Meyer,CPA,Dr cand – Medium

Jackie Meyer,CPA,Dr cand

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Making of a Millionaire

Pension Plans Are Back, with a Tax-free Cherry On top

What they’ve been doing is the maximum employee contribution ($19.5K for 2020) plus 25% of their salary ($25K) as a company match for…

Dec 8, 2020

Image of Cherry Cake describing Sweet Tax Savings that is 100% Compliant that saves a Concierge Accountant’s client.

Dec 8, 2020

TaxPlanIQ Announces Ambitious Expansion Plans with Leadership Evolution

Jackie Meyer Shifts To President, Veteran Entrepreneur Dave Lukas Steps in as CEO

Jan 9

Jan 9

TaxPlanIQ Partners with RCReports: Understanding Reasonable Compensation

Jackie recently had a meeting with Paul Hamann, a seasoned expert at RCReports, to discuss their partnership with TaxPlanIQ. Paul…

Jul 21, 2023

TaxPlanIQ Partners with RCReports: Understanding Reasonable Compensation

Jul 21, 2023

Navigating the Evolving Tax Industry: Embracing AI and Automation for Tax Advisors

As the tax industry continues to evolve and grow in complexity, staying informed and up-to-date on the latest changes and challenges is…

Jul 21, 2023

Navigating the Evolving Tax Industry: Embracing AI and Automation for Tax Advisors

Jul 21, 2023

Unlocking Success for Tax Advisors with TaxPlanIQ

Becoming a successful tax advisor goes beyond mastering tax laws and regulations. It involves overcoming numerous challenges and obstacles…

Jul 21, 2023

Unlocking Success for Tax Advisors with TaxPlanIQ

Jul 21, 2023

Episode 14 — The Heater with Lorilyn Wilson

Meet Lorilyn Wilson

Mar 21, 2023

Episode 14 — The Heater with Lorilyn Wilson

Mar 21, 2023

Episode 8 — Time For Change with Martha Krejci

Today’s Guest: Martha Krejci

Dec 27, 2022

Episode 8 — Time For Change with Martha Krejci

Dec 27, 2022

Episode 7 — Pairing Solutions with Protea Financial’s Zane Stevens

In this episode, Jackie Meyer interviews Zane Stevens. The two talk about:

Dec 27, 2022

Episode 7 — Pairing Solutions with Protea Financial’s Zane Stevens

Dec 27, 2022

Episode 6 — Redeeming Your Time with Jordan Raynor

In this episode of The Concierge CPA, host Jackie Meyer brings on bestselling author Jordan Raynor. The two discuss Jordan’s seven…

Dec 27, 2022

Episode 6 — Redeeming Your Time with Jordan Raynor

Dec 27, 2022

12 Tools to Up Your Firm’s Tech Game

When it comes to running a successful business, staying up-to-date with the latest technology is critical if you want to beat your…

Dec 17, 2022

12 Tools to Up Your Firm’s Tech Game

Dec 17, 2022

Jackie Meyer,CPA,Dr cand

Jackie Meyer,CPA,Dr cand

CEO & Founder of The Concierge CPA, Certified Concierge Accountant & TaxPlanIQ -For Tax Firms. Doctoral Candidate in Leadership. JackieMeyerCPA.com

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