MYCPE ONE

Ep#11: Essential Insurance Tax Planning Strategies You Need 1 Credit

Ep#11: Essential Insurance Tax Planning Strategies You Need 1 Credit

The Tax Advisor’s Technical Toolkit: Monthly Series For Success

  • Jackie Meyer

    | CPA (US), CCTA

  • Rating

    4.5

  • Published on

    December, 2025

  • Subject Area

    Taxes

Learning mode

On Demand
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Learning Objectives

  • Review IRS regulations impacting insurance policies.
  • Identifying tax-deductible insurance expenses for businesses and individuals.
  • Applying tax-efficient strategies in insurance product selection.
  • Evaluating tax implications of insurance policy withdrawals and settlements.

Course Overview

Insurance tax planning is a critical component that businesses and individuals often overlook when managing their financial strategies. Understanding IRS regulations and guidelines related to insurance can significantly impact financial outcomes.

This CE Course will discuss insurance tax planning, which requires a nuanced understanding of IRS rules and regulations. By proactively addressing these considerations with the guidance of a knowledgeable tax advisor or insurance specialist, businesses and individuals can effectively manage their tax liabilities and optimize their financial security.

Major Topics:

  • IRS Compliance Requirements Overview
  • Insurance Policy Structuring Techniques
  • Business Coverage Tax Considerations
  • Retirement Planning With Insurance
  • Taxation Of Death Benefits

Join this course to master crucial IRS guidelines and optimize financial strategies through comprehensive insurance tax planning.

For more CE Tax courses, Click here.

On Demand Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!

About Instructor

Jackie Meyer is a recognized leader in tax advisory and practice management, known for helping accounting firms transition from compliance-driven services to profitable, value-based advisory models. She is the founder and CEO of TaxPlanIQ, a game-changing tax planning software that has been widely adopted by CPAs and tax professionals to implement proactive, high-value tax strategies. By streamlining tax planning, TaxPlanIQ has enabled firms to enhance client value, increase firm profitability, and optimize tax savings more effectively than ever before.

As the former owner of Meyer Tax Consulting, Jackie worked extensively with firms across the U.S., specializing in concierge tax planning and strategy. She is an AICPA 40 Under 40 honoree and an industry influencer, known for her expertise in value-based pricing, leadership coaching, and firm scalability. Beyond her software and consulting work, she is a highly sought-after speaker, educator, and advocate for work-life balance in the accounting profession.

Jackie’s passion for innovation extends beyond software - she is dedicated to reshaping the future of accounting by equipping professionals with the right tools, strategies, and mindset to thrive in an evolving industry. She has served on various AICPA committees, including the Practice Management and WOW Committees, and was part of the AICPA Accelerator Program in 2023.

She also hosts “The Concierge CPA” podcast, where she shares insights on tax advisory, firm management, and industry trends. Holding a Doctorate in Leadership, Jackie brings a unique perspective on firm growth and cultural transformation, helping firms prevent burnout while maximizing efficiency.

Through TaxPlanIQ, coaching, and speaking engagements, Jackie continues to empower CPAs and firm owners with the knowledge and technology to scale smarter and build sustainable, high-impact tax advisory practices.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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Ep#11: Essential Insurance Tax Planning Strategies You Need

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