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Unlocking the Power of Family Limited Partnerships for Estate Planning
Family Limited Partnerships (FLPs) have emerged as a powerful tool for managing wealth, minimizing taxes, and ensuring smooth transitions across generations. This article delves in…
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Maximizing Small Business Tax Savings
As a tax professional, you're always looking for ways to provide your clients with valuable advice that maximizes their tax savings and supports their financial goals. From choosin…
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Mastering Marketing for Tax and Accounting Firms: Insights from Jackie Meyer and Gaynor Hardy
In a recent episode of the Concierge CPA podcast, Jackie Meyer, CPA, President and Founder of TaxPlanIQ, had a conversation with Gaynor Hardy, owner of Charisma Ink, a digital mark…
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Expert Tips from a Cannabis Accountant: Naomi Granger’s Journey
In a recent episode of the Concierge CPA podcast, Jackie Meyer, CPA, President, and Founder of TaxPlanIQ, conversed with Naomi Granger, co-founder of the National Association of Ca…
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Bonus Depreciation and Section 179 in 2026: 100% Expensing After OBBBA
Heading into the 2026 tax season, depreciation is one of the areas the One Big Beautiful Bill Act changed most. The law, signed July 4, 2025, brought back 100 percent bonus depreci…
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Strategies for Growing a Tax Firm: Insights from Jackie Meyer and Alton Bell II
In a recent episode of the Concierge CPA podcast, Jackie Meyer, CPA, sat down with Alton Bell II, owner of Bell Tax Accountants and Advisors, to discuss the intricacies of tax firm…
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Effective Charitable LLC and Deduction Strategies for Tax Professionals 2026
Charitable LLCs are emerging as a sophisticated strategy for individuals and businesses aiming to combine philanthropy with tax efficiency. In this blog, we explore how tax profess…
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The Future of Accounting Firms: Embracing AI and Automation for Success
The recent episode of "The Concierge CPA" podcast hosted by Jackie Meyer, CPA, featured a dynamic conversation with Tom Zehentner and Jesse Rubenfeld of FinOptimal. This engaging d…
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Maximize Tax Savings: Hiring Children and Family Members for Your Business
In today's competitive business environment, finding innovative ways to reduce your tax liability while ensuring your family benefits can be a game-changer. One of the most effecti…
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