Whether we have had new tax legislation during 2017 or new tax legislation is imminent in 2018, this year-end tax update will address the changes, the latest rules, and the questions you can expect from your clients regarding the latest U.S. tax laws.
Amy, OH
"I was very impressed with Jackie Meyer's presentation! Just hours after the tax reform had been signed, she had the information categorized and organized into tables making it easy to identify the changes, as well as which changes to be most concerned with."Zia, FL
"Jackie Meyer was definitely well prepared, enthusiastic and well opinionated! I enjoyed the seminar, it will help me talk to my clients better this coming season. I liked the Good, bad and the Ugly slides I will hold on to those."Carl, CA
"This was an outstanding effort to take a large, complex, and still evolving subject area and reduce it to a clear and practical summary on such short notice and in such a short time period. Kudos to Jackie for such a great job!"Gregory, OH
"Jacloe os an excellent presenter, especially considering that she was addressing a topic that is in such a state of flux. I look forward to attending her future webinars and recieving her news letter."Robert, PA
"Jackie Meyer's Maiden Voyage as a webinar presenter was excellent. If I was not told it was her first I would have assumed she had many years of experience. Good job well done Jackie."Walter, CA
"This course provided me with a lot of information on when the new provisions are effective and definatly clarified what I should be telling my clients going into the new tax year."Autumn, UT
"Jackie was fantastic! Thank you CPA Academy for providing this opportunity to keep us all up to date on this ever changing information. Best webinar I have attended this year!"Lesley, CO
"That Jackie took the time prior to the course to get the facts from the most recent legislation to present shows her dedication to the profession and to helping others."
TaxPlanIQ
President and Founder
cpa@meyertax.com
(888) 272-1258
Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 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 entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.
TaxPlanIQ is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. They provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, they keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.