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Four Types of 1031 Exchanges: Key Strategies for 2026
Quick Answer Summary " A Section 1031 exchange can defer gain when you exchange real property held for business or investment for like-kind real property. The exchange must meet st…
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How to Defer Capital Gains Tax: Deferral and Elimination Strategies for 2026
Quick Answer Summary " To defer capital gains tax, use a structure that delays when the gain is recognized: a 1031 exchange for real estate, an investment in a Qualified Opportunit…
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How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group
In a recent episode of The Concierge CPA Podcast, Jackie Meyer, CPA, founder of TaxPlanIQ, welcomed Divakar Vijayasarathy, founder and CEO of DVS Advisory Group, for an insightful …
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Embracing Innovation: Revolutionizing Client Experience in Accounting with Chris Farrell and Jackie Meyer
In the latest episode of The Concierge CPA Podcast, Jackie Meyer, CPA, sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting technology and the evolving …
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Tax Planning Meets the Silver Screen: Film Debt Financing Explained
Film Debt Financing merges the excitement of the entertainment industry with the financial appeal of tax-saving strategies. As a relatively niche area, it offers unique advantages …
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Preserving Legacy and Saving Taxes: A Guide to Historical Preservation Easements
When most people think of philanthropy, they envision cash donations, volunteering, or establishing foundations. However, for those looking to align their financial strategies with…
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Innovative Charitable Giving: Exploring Leveraged Asset Donations in 2024
Charitable giving has always been a cornerstone of financial planning for individuals and businesses alike. However, as the landscape evolves, new strategies are emerging that allo…
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Mastering Cryptocurrency Taxation: Strategies and Compliance for 2026
Cryptocurrencies and digital assets have transformed the financial landscape, offering unprecedented opportunities for investors and businesses alike. However, as these assets gain…
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Enhancing Tax Strategies with Depreciation Maximization Investments in Oil and Gas
Depreciation Maximization Investments have gained significant attention in the tax planning world, especially in the oil and gas sector. These investments are uniquely positioned t…
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Revolutionizing Tax Strategy and Strategic Partnerships: Insights from Heidi Henderson and Jackie Meyer
In the latest episode of The Concierge CPA Podcast, Jackie Meyer, CPA, President and Founder of TaxPlanIQ, dives into a rich conversation with Heidi Henderson, Executive Vice Presi…
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