Learn about potential tax planning strategies that may reduce taxes for your clients. Tax Reform creates new planning opportunities and this session will use a case study approach to evaluate options.
This session will enable the attendees to evaluate specific Tax Reform strategies to help clients reduce taxes. This session will explore multiple case studies and the tax implications of different treatments, including using C corporations, pass thru entities, 199A deductions, retirement plans and various other tax areas. Case studies will be used so that you can have meetings to discuss with your clients how they might decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year. Attendees will also be equipped with tax planning strategies to share with prospective clients and potentially grow their practice.
Jackie Meyer, CPA is President and Founder of Meyer Tax Consulting LLC in Dallas, TX, providing tax planning packages for executives that provides a high ROI. As a CPA, Certified Proadvisor, and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from entity income shifting strategies to managing a family business in QBO. Her virtual team operates from Texas to Hawaii utilizing ProConnect Tax Online and apps galore. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2018 years, a top rated speaker on small firm tech best practices, and a member of the exclusive Intuit Trainer/Writer Network. Jackie enjoys working with nonprofits, as auction committee member of GRACE family crisis support and the title sponsor of the Southlake reading program. She is passionate about education, traveling the world, and spending time with her two young children and husband.