Ep#2: Advanced Tax Strategies for High-Net-Worth Business Owners 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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Are you a high-net-worth business owner looking to optimize your wealth preservation and minimize tax liabilities? Navigating the complexities of taxes requires more than just basic knowledge; advanced tax strategies are essential. This course provides a comprehensive approach, incorporating various sophisticated techniques tailored to your financial situation.
In this course, discover how Family Limited Partnerships (FLPs) are pillars for asset protection and tax efficiency, enabling strategic estate planning and seamless asset transfer. Learn about Charitable Remainder Trusts (CRTs) and how they can provide income, reduce taxes, and support philanthropic goals.
Delve into advanced retirement planning strategies, including Defined Benefit Plans, to maximize tax advantages and secure long-term financial stability. Understand the concept of Fee Simple Ownership and its benefits for property control and tax implications.
Explore the formation and benefits of Captive Insurance Companies for risk management and tax planning. Gain insights into strategic financing methods, such as Charitable Gift Financing and Equipment Lease Financing, to preserve cash flow and enhance tax efficiency. Learn about the advantages of establishing a Charitable LLC and how it differs from traditional charitable structures.
Major Topics Covered:
This CE Course is part 2 of The Tax Advisor’s Technical Toolkit: Monthly Series for Success. It is a comprehensive program designed to equip new or experienced tax advisors with the knowledge and tools to excel in their practice. Presented by award-winning strategist Jackie Meyer, this series covers various topics, from foundational tax principles to advanced planning techniques. By the end of this course, you will have the confidence and expertise to improve client outcomes and take your practice to the next level.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02082-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02082-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1668) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332213) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02082-24-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02082-24-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02082-24-S) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02026-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02026-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1613) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332213) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02026-24-O) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02026-24-O) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02026-24-O) | 1 CE | Approved |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| CIPM | 1 PL | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
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.
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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.
DD
Jackie Meyer presented the material clearly and concisely. I understood everything she explained. The hand-outs are great resources. I will definitely use these tax strategies in my business.
HK
It was a great webinar regarding finding the referrals and also how to minimized taxes when retired. Good points was mentioned.
.webp "Best Tax Return Workshop - Partnerships & LLCS (Form 1065)")
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