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Jackie Meyer

Jackie Meyer

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  • 4.5 / 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 ;

Ep#6: Tailored Tax Strategies for Individuals
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Ep#6: Tailored Tax Strategies for Individuals
  • Nov 07, 11:00 AM ET
  • CPA (US)
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  • ChFC
  • Maryland Tax Preparer
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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
  • Nov 18, 02:30 PM ET
  • CPA (US)
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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
  • Nov 19, 10:00 AM ET
  • CPA (US)
  • EA
  • AFSP
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  • CPA/PFS
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  • Maryland Tax Preparer
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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
  • Nov 20, 10:00 AM ET
  • CPA (US)
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  • AFSP
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  • ChFC
  • Maryland Tax Preparer
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  • 4.6
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Ep#4: Strategic Tax Planning for Real Estate
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Ep#4: Strategic Tax Planning for Real Estate
  • Nov 21, 04:00 PM ET
  • CPA (US)
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  • 4.5
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Ep#5: Strategic Tax Planning for a Secure Retirement
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Ep#5: Strategic Tax Planning for a Secure Retirement
  • Nov 22, 01:30 PM ET
  • CPA (US)
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  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ChFC
  • Maryland Tax Preparer
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  • 4.5
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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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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
  • CPA (US)
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  • AFSP
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  • CPA/PFS
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  • Maryland Tax Preparer
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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
  • CPA (US)
  • EA
  • AFSP
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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
  • CPA (US)
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Ep#11: Uncover the Tax Credits You Might Be Missing
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Ep#11: Uncover the Tax Credits You Might Be Missing
  • Apr 03, 11:00 AM ET
  • CPA (US)
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Ep#12: Essential Insurance Tax Planning Strategies You Need
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Ep#12: Essential Insurance Tax Planning Strategies You Need
  • May 01, 11:00 AM ET
  • CPA (US)
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