CPAacademy.org | PLANNING FOR PROSPERITY: 5 STEPS TO YEAR-END TAX

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Planning for Prosperity: 5 Steps To Year-End Tax Advisory for Maximum ROI

Business Management and Organization

PLANNING FOR PROSPERITY: 5 STEPS TO YEAR-END TAX ADVISORY FOR MAXIMUM ROI

Available Date(s)

Tuesday, June 11, 2024: 5:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

Kickstart your journey with a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights. Transition seamlessly into a structured methodology for dissecting and communicating complex tax matters in a client-centric manner. Enhance your skills in crafting engaging and informative presentations, ensuring your clients are well-prepared as the year-end tax season approaches.

Moreover, discover actionable steps and essential software tools to streamline your tax advisory process, and stay updated with a quick cheat sheet of recent tax changes, ensuring compliance and up-to-date knowledge. This session is your gateway to mastering a systematic, efficient approach to year-end tax planning, reducing overwhelm, and boosting ROI for both your firm and your clients.

Learning Objectives:

Outline a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights

Define a structured methodology for dissecting and communicating complex tax matters in a client-centric manner

Summarize how to get practical experience in crafting engaging and informative presentations to keep your clients well-informed and prepared for the year-end tax season

Compile actionable steps and essential software tools to streamline your tax advisory process, boosting efficiency and reducing overwhelm.

Assemble a quick cheat sheet of recent tax changes to ensure compliance and up-to-date knowledge

Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate

Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258

Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

Additional Materials

Workbook

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Handout Materials

Presentation Slides

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About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we 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.