Ep#2: Advanced Tax Strategies for High-Net-Worth Business Owners 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series For Success
Learning mode
For high-net-worth business owners, navigating the complexities of taxes requires more than just basic knowledge. Advanced tax strategies are essential to optimize wealth preservation and minimize tax liabilities. This entails a comprehensive approach encompassing various sophisticated techniques tailored to their specific financial situations.
Discover how Limited Partnerships (LPs) and Trusts serve as pillars for asset protection and tax efficiency, channeling income and losses to individual partners while unlocking potential tax advantages for strategic estate planning and seamless asset transfer.
Explore the realm of Estate Planning, where strategic maneuvers transcend conventional wills. These maneuvers incorporate sophisticated tools like family limited partnerships (FLPs) and irrevocable life insurance trusts (ILITs) to safeguard assets and minimize tax implications upon inheritance. Unravel the complexities of Business Sales under Section 1202, uncover significant tax benefits tailored for qualified small business stock, and learn to leverage evolving regulations like the Tax Cuts and Jobs Act (TCJA) to your advantage.
This CE Course will unlock the potential of Sale of Partnership Interest (SOP) transactions and strategically harness large deductions/Credits, from charitable contributions to research and development (R&D) credits, to optimize tax efficiency and fortify your financial footing for enduring success.
Major Topics Covered:
Join us as we empower you to proactively manage your tax exposure and optimize your financial position for the long haul. Don’t miss this opportunity to gain invaluable insights and elevate your tax strategy game to new heights.Â
| 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 |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332213) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| 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 |
| 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 |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332213) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| 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
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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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.
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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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 "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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