*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast*

Massive tax changes are here now. Are you ready to help your clients take advantage ASAP?

Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities.

As an accountant, this is your chance to become indispensable.

Join us for a timely, practical webinar breaking down the key provisions of the new legislation (a.k.a. the “Big Beautiful Bill”)—and how you can proactively use them to deliver real savings and value to your clients.

Here’s Some of What We’ll Cover:

✅ 100% Bonus Depreciation Is Back—Permanently

One of the most aggressive tax tools is now locked in. We’ll cover how to use it for big-ticket purchases and strategic timing.

✅ R&D Expensing Reinstated (Retroactive to 2022)

Full expensing is back for domestic R&D. If your business-owner clients qualify, this could unlock huge deductions immediately.

✅ Permanent QBI Deduction for Pass-Throughs

The 20% deduction is now permanent—but most advisors miss out on optimizing it for high-income clients. We’ll show you how.

✅ Overhauled QSBS Exclusion Rules

New tiers, higher caps, and earlier exits. Big changes to Section 1202 open new doors for startup founders and investors—if you know how to navigate them.

✅ Tax Planning That Powers Business Growth

We’ll walk through how these provisions can be layered together for massive ROI—and how to position yourself as the expert who brings it all together.

And a lot more!!

If you’re an accountant, EA, or tax advisor…this webinar will help you:

➜ Identify new savings for clients before tax season hits

➜ Stay ahead of the curve (before competitors even mention it)

➜ Add proactive value your clients will actually feel

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🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie's work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.

Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxPlanIQ #OB3 #OBBB #OBBBA #OneBigBeautifulBill

In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, the challenges faced by international clients, and the importance of IRS resolution work. Brandon shares his experiences during Hurricane Harvey, where he provided pro bono services, and emphasizes the significance of networking and involvement with organizations like AICPA. They also delve into the benefits of using TaxPlan IQ for tax planning and the necessity for accountants to adapt and grow in a changing environment.

🔗 Connect with Brandon Adjei

https://www.linkedin.com/in/brandon-adjei-79522717/

https://cpa-asap.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie's work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.

Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!

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Takeaways:

- Brandon's journey in accounting began with a focus on understanding the language of business.

- Networking and building relationships are crucial for success in the accounting profession.

- Pro bono work can lead to unexpected opportunities and growth in one's practice.

- IRS resolution work can be a valuable service that adds revenue streams for accountants.

- Tax planning is essential for building wealth and meeting financial obligations.

- Accountants should not shy away from expanding their services beyond tax compliance.

- The importance of being adaptable and prepared for changes in the industry.

- Self-improvement and finding one's 'why' are key to professional growth.

- Utilizing technology like TaxPlan IQ can enhance service offerings and client satisfaction.

- Accountants need to embrace change and continuously seek new opportunities.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #IRSResolution #ProBonoWork #AICPA #TaxPlanIQ, #InternationalClients #Networking #Entrepreneurship #FinancialAdvice

In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.

🔗 Connect with Reza Hooda

https://www.linkedin.com/in/rezahooda/

https://www.rezahooda.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie's work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.

Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!

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Takeaways:

- Reza transitioned from a traditional accounting firm to a modern practice.

- He emphasizes the importance of value pricing over hourly billing.

- The journey of learning and transformation is crucial for accountants.

- Positioning and client engagement are key to attracting the right clients.

- Pricing psychology can significantly impact profitability.

-Reza's book outlines practical steps for accountants to succeed.

- Mentorship played a vital role in Reza's business transformation.

- Narrowing down the target audience helps in effective marketing.

- Building a firm should provide time, money, and freedom.

- Continuous learning is essential for growth in the accounting profession.

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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #FinancialStrategies #Accounting #ValuePricing #BusinessTransformation #ClientEngagement #PricingPsychology #AccountingFirmSuccess #ModernAccounting #Mentorship #BusinessGrowth #FinancialFreedom