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The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
E2

The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing

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Tired of trading hours for dollars in your tax practice? Discover how strategic planning and AI-powered tools are helping CPAs reclaim their time and boost their value.

Summary
In this conversation, Heidi Henderson and Dr. Jackie Meyer discuss the transformative power of strategic tax planning and advisory services. They explore Dr. Meyer's personal journey, the challenges faced by CPAs in achieving work-life balance, and the innovative solutions offered by Tax Plan IQ. The discussion highlights the importance of boundaries, the shift towards value pricing, and the integration of AI in tax planning. Dr. Meyer shares success stories from users of Tax Plan IQ and emphasizes the need for women in business to find their support networks and take decisive action in their careers.

Guest Information
Name: Jackie Meyer
Email: cpa@meyertax.com 
Website: taxplaniq.com
Facebook: facebook.com/jackiemeyercpa
LinkedIn: linkedin.com/in/jackiemeyercpa
TikTok / Other: https://www.youtube.com/@jackiemeyercpa


Takeaways
  • Strategic tax planning can significantly enhance client outcomes and firm success.
  • Personal pain often drives entrepreneurial inspiration and innovation.
  • Work-life balance is crucial for CPAs to avoid burnout and maintain productivity.
  • Setting boundaries is essential for managing client expectations and personal well-being.
  • The shift towards strategic tax planning is being driven by industry changes and technology.
  • Tax Plan IQ automates and simplifies the tax planning process for professionals.
  • The ROI method of value pricing allows CPAs to charge based on estimated tax savings.
  • AI can enhance tax planning efficiency but should be used thoughtfully.
  • Success stories from Tax Plan IQ users demonstrate the platform's effectiveness in increasing revenue.
  • Women in business should seek supportive networks and take bold actions to achieve their goals.

Chapters
00:00 Jackie Interview
37:44 Transforming Client Outcomes with Strategic Tax Planning
38:40 Innovative Value Pricing and Technology in Tax Advisory
39:08 New Chapter