Episodes
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401…
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 fr...
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Se…
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, ...
63 - The Tribal Tax Credit: What Every Advisor Needs to Know Before R…
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 surroundi...
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy w…
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 i...
61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Weal…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how t...
60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DV…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, off...
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of …
In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partner...
58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Futu…
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows...
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint …
In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, estab...
56 - How to Benchmark Better for Advisors
Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and in...
55 - Maximize retirement with this low risk, high benefit tax strateg…
In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash ba...
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone…
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw...
53 - How To Go Global with Nick Sinclair of TOA
4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived tha...
52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homescho…
2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the ...
51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes …
Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business...
50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsore…
In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as...
49 - Lessons from Gaynor Hardy's Marketing Journey
Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits C...
48 - Alton Bell: His Family's Success Story in Entrepreneurship and A…
In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with h...
47 - The Evolution of Amber Setter: A Story of Transformation and Lea…
Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her d...
46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Je…
Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions...
45 - The Growing Field of Cannabis Accounting: Challenges, Opportunit…
In today's episode of The Concierge CPA, Jackie Myer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis a...
Diverse Services, Trusted Relationships: Alexandra Constance on Uniso…
On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company...
43 - Strategies for Success: Julie Smith's Tips for Operational Effic…
Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empo...
42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking T...