Did you know about Code Section 139 that was enacted during 9/11? It allows any business to provide personal gifts, living reimbursements, family costs, etc to anyone and these expenses become deductible to the business. It is also tax-free and non-reportable to the recipient. Learn about this gem of a strategy for tax firms that has little reporting and just a few steps to take for your business clients, saving an average of tens of thousands of dollars while helping their employees (or others like family) with disaster-related home expenses. Add this to your firm's suite of value-priced offerings, while it is available in 2020 only, and be your client's hero.
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Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258
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.
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CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222