The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing

Summary

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In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in business.

Takeaways

• Inspiration often stems from personal pain and challenges.
• Transitioning to tax advisory can significantly increase revenue for CPA firms.
• Value pricing aligns pricing with the value provided to clients.
• Setting boundaries is crucial for maintaining work-life harmony.
• AI can enhance efficiency in tax planning and advisory services.
• The ROI method of value pricing is a game changer for CPAs.
• Finding a supportive community is essential for professional growth.
• Implementing tax strategies can be profitable and rewarding.
• Women in business face unique challenges but can achieve success with support.
• Continuous learning and adaptation are key in the evolving accounting industry.

Chapters

00:00 Jackie Interview
37:00 Transforming CPA Practices through Strategic Tax Planning
37:57 Finding Harmony in Work, Wealth, and Wellbeing