What You'll Learn:

How to leverage tax planning software & strategic partnerships, including how to connect to a Virtual Family Office.
How to generate revenue sharing opportunities across multiple service areas, including tax planning, risk mitigation, wealth management, legal services, and business advisory

What true collaboration between Accountants and Advisors really looks like when both parties benefit.
How to implement proven systems that can take you from struggling with compliance work to doubling your profits

About the Hosts

DR. JACKIE MEYER, CPA

President, TaxPlanIQ

Jackie Meyer is an entrepreneur, speaker, and consultant and has been in the tax advisory field for over two decades. Jackie’s journey is a testament to her pioneering spirit, highlighted by her leadership of a boutique CPA firm, which achieved exponential growth and culminated in a successful seven-figure sale. This notable achievement was significantly propelled by her revolutionary ROI Method, which transformed value pricing in tax advisory services. This strategy not only tripled the firm's revenue with a select client base but also set new standards for financial value and client relationships in the tax advisory industry.

At the forefront of Jackie’s contributions is TaxPlanIQ, a groundbreaking SaaS platform designed to democratize tax planning. In her part-time role as President of TaxPlanIQ, Jackie continues to champion financial literacy and innovation in tax advisory services for advisors and consumers alike. Her impact on the industry was recently recognized when she was named a 2025 Most Powerful Women in Accounting honoree by CPA Practice Advisor.

Anton J. Anderson

CEO, Elite Resource Team

During the day, Anton J. Anderson serves as the CEO at Elite Resource Team, which teaches Financial Advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system.

Fueled by a lifelong passion for entrepreneurship, Anton has leveled up his expertise and natural talent for building relationships and training others, by taking his thought leadership to new heights as a Consultant and Speaker. His goal is to help business owners and high performers maximize their potential and 10X their efforts to achieve exceptional results!

Outside of work, Anton is a passionate father and husband, competitive surfer, avid public speaker, and involved in a number of charitable organizations.

How Accountants & Advisors Can Double Profits in 2026

Friday, February 20th | 12PM EST

Register Now

Dr. Jackie Meyer, CPA and financial advisor Anton Anderson show how smart tax professionals & advisors are finally working together to DOUBLE their profits!

Who Should Attend:

What You'll Learn:

About the Hosts

DR. JACKIE MEYER, CPA

Anton J. Anderson

Save your seat now as spots are limited!