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Schedule by Schedule: Key Strategies on the Postcard 1040

SCHEDULE BY SCHEDULE: KEY STRATEGIES ON THE POSTCARD 1040

Cost $15.00
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Don’t suffer alone and frustrated trying to figure out TCJA. If the new postcard 1040 and schedules are confusing to you or your staff, and you are worried you are missing tax strategies because of it, join Jackie Meyer CPA for an entertaining parody of memorizing each schedule and key planning opportunities that will make you a hero to your client and more efficient in your office.

Learning Objectives:


  • Identify warning signs in tax software based on latest regulations

  • Explain the potential pitfalls of the TCJA on previous tax planning approaches

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

 

About Our Presenter

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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.