MYCPE ONE
Jackie Meyer | CPA (US), CCTA

Jackie Meyer | CPA (US), CCTA

  • Dr. Jackie Meyer, CPA, a 40 Under 40 honoree (2018–2022), is an entrepreneur and speaker focused on tax and financial literacy. She founded an award-winning CPA firm and now leads TaxPlanIQ (AICPA 2023 Accelerator) while authoring The Balance Sheet of Lif
  • Jackie’s ROI Method of Value Pricing™ ties fees to client value and tackles burnout and culture issues. She speaks to thousands on AI, pricing, and leadership. Her mission is to improve health, wealth, and relationships—empowering professionals to thrive
Follow Now

21+

Years of Experience

4.8/5

Average Rating

97%

Avg. Completion Rate

10+

Number of Courses

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Advanced Tax Strategies Business Owners

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#2: Master Advanced Tax Strategies for High-Net-Worth Business Owners

May 11, 04:00 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • DE LPA
  • Maryland Tax Preparer
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Capital Gains Deferral & Elimination Strategies

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#3: Tax Tactics for Deferring and Eliminating Capital Gains

May 12, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • DE LPA
  • Maryland Tax Preparer
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • ChSNC
Learn More Learn More Learn More
  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating
Strategic Tax Planning for Real Estate

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#4: Real Estate Tax Planning with OBBBA

May 13, 04:00 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • DE LPA
  • Maryland Tax Preparer
  • LTC
  • CLU
  • IA LPA
  • CAP
  • ME LPA
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Tax Strategies

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#5: Strategic Tax Planning for a Secure Retirement

May 14, 01:30 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • DE LPA
  • Maryland Tax Preparer
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating
Tailored Tax Strategies for Individuals

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#6: Tailored Tax Strategies for Individuals

May 15, 02:00 PM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • DE LPA
  • Maryland Tax Preparer
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Tax Strategies for Alternative Investments

1 Credit

Jackie Meyer| CPA (US), CCTA

Ep#7: Smart Tax Strategies for Alternative Investments

May 18, 11:30 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • DE LPA
  • Maryland Tax Preparer
  • LTC
  • CLU
  • IA LPA
  • CAP
  • ME LPA
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

365 ratings

Excellent

Very Good

Average

Poor

EA

EDUARDO ARREOLA, Manager
4 rating rating rating rating

its good material but it has not been updated since before obbba

GE

Gail R Esther-Elliott, Partner
5 rating rating rating rating rating

Great course on the things that we tax pros tend to forget.

SB

Steven Burton, Shareholder
5 rating rating rating rating rating

GREAT INFORMATION AND TIMELY

BP

Bonnie Petri, Owner
4 rating rating rating rating

Good class. Didn't cover a lot of the new highlights of recent tax law changes but it was a good update

ED

Edward Davila Abreu, Director
5 rating rating rating rating rating

Great class!

AS

Ashish Shah, Senior Tax Resolution Consultant
3 rating rating rating

Good

AL

anne lennstrom, Owner
4 rating rating rating rating

interesting tax strategies for obbb

MM

MARC MICELI, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Great instructor!

SR

Scott Roberts, Tax Advisor
5 rating rating rating rating rating

Created curiosity in learning more about this approach.

DF

David Fiene, Consultant
5 rating rating rating rating rating

Excellent event. Well done

CK

Charles Kinney, Tax Manager
3 rating rating rating

Good

JM

James Murrer, Owner
5 rating rating rating rating rating

Good Course.

img

Jackie Meyer | CPA (US), CCTA

TaxPlanIQ

4.8
Through my courses on MYCPE ONE, I’ve helped professionals transition from compliance-driven work to value-based advisory, equipping them with tax planning strategies and leadership skills to grow their firms and better serve their clients.
Connect On LinkedIn Follow Now

Connect with Jackie Meyer | CPA (US), CCTA