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Jackie Meyer

Jackie Meyer

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  • 4.6 / 5
  • Business Coaching for Accountants
  • Strategic Financial Consulting
  • Technology Integration in Accounting
  • Operational Management and Growth

(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life. 

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all. 

Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa: 

twitter.com/jackiemeyercpa 

facebook.com/jackiemeyercpa

https://www.linkedin.com/in/jackiemeyercpa ;

Strategic Tax Planning for Real Estate
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Ep#4: Strategic Tax Planning for Real Estate
  • Nov 21, 04:00 PM ET
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  • 4.6
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Tax Strategies
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Ep#5: Strategic Tax Planning for a Secure Retirement
  • Nov 22, 01:30 PM ET
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  • CPA/PFS
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  • 4.6
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Ep#1: Turbocharge Your Tax Savings for Small Business
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Ep#1: Turbocharge Your Tax Savings for Small Business
  • Dec 02, 11:30 AM ET
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  • 4.5
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Advanced Tax Strategies
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Ep#2: Advanced Tax Strategies for High-Net-Worth Business Owners
  • Dec 03, 04:00 PM ET
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  • 4.5
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Ep#3: Optimal Entity Selection and Participation Requirements
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Ep#3: Optimal Entity Selection and Participation Requirements
  • Dec 04, 01:00 PM ET
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  • 4.6
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Ep#7: Smart Tax Strategies for Alternative Investments
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Ep#7: Smart Tax Strategies for Alternative Investments
  • Dec 05, 11:00 AM ET
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Strategic Tax Planning for Real Estate
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Ep#4: Strategic Tax Planning for Real Estate
  • Dec 05, 01:30 PM ET
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  • 4.6
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Tax Strategies
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Ep#5: Strategic Tax Planning for a Secure Retirement
  • Dec 06, 09:30 AM ET
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  • 4.6
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Ep#6: Tailored Tax Strategies for Individuals
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Ep#6: Tailored Tax Strategies for Individuals
  • Dec 09, 01:30 PM ET
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  • 4.7
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Ep#8: Tax Tactics for Deferring and Eliminating Capital Gains
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Ep#8: Tax Tactics for Deferring and Eliminating Capital Gains
  • Jan 02, 11:00 AM ET
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Ep#9: Essential Federal & State Tax Updates for Tax Season
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Ep#9: Essential Federal & State Tax Updates for Tax Season
  • Feb 06, 11:00 AM ET
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Ep#10: Discover C-Corp Perks and Stock Incentives You’re Missing
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Ep#10: Discover C-Corp Perks and Stock Incentives You’re Missing
  • Mar 06, 11:00 AM ET
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