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Meyer yearend


Cost Free
Presentation Length 2.0 hours

Recorded DateNovember 15, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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.

Learning objectives:

  • Tax Reform planning strategies.

  • Individual taxes.

  • Business taxes.

  • 199A Qualified Business Income Deduction.

  • Retirement plan options.

  • Choice of entity.

  • Various other tax topics and planning opportunities.

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Jackie Meyer, CPA

Meyer Tax Consulting LLC
President and Founder


As President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, Jackie Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business in QBO.

With her team completely virtual, spanning from Texas to Hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2018 years, while also being a top-rated speaker on small firm best practices. 

Jackie began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing an MSA at Southern Methodist University. Her drive to combine innovation with unparalleled client service came to light in 2010 as one of the youngest female CPA firm owners in DFW.

She works with local nonprofits, like GRACE family crisis support and the Southlake Public Library, to harvest drive and opportunity for others. Jackie also has an infant Gabe, a toddler Alexandra, two large dogs, and loving husband Mark, with whom she attends Gateway church and explores the world.


About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.