Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.

Shauna holds a Master’s Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in Forbes, Entrepreneur, and CNNMoney, and appearances on CBS, NBC, and FOX. Shauna is not only a tax expert but also a dynamic educator and speaker, making complex tax strategies accessible and even enjoyable.

12:01 For those that aren't super familiar with the captive insurance concept, let's expand a bit more on what it is and how it can essentially wipe out a $100k liability each year. There's a lot to it. Why do people put it on a nasty list, and how do you stay away from that?

16:22 What are the basics if someone asks you "I have a tax preparer or I have an accountant...they're already doing all this for me..." and the answer's typically no they're not - and it's because if they're more compliance focused, they're just too freaking busy to be looking ahead at proactive stuff. What are warning signs to ask for if you truly want a tax planner?

21:06 How much do you dabble with estate planning and working with estate attorneys, and that side of things?

25:18 Let's circle back. Give me the elevator pitch of what captive insurance is.

36:55 Is there a particular pricing method that you like to use as a tax strategist that you recommend to others?

🔗 Connect with Shauna A. Wekherlien

https://www.linkedin.com/in/taxgoddess

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

We just released a completely automated version that creates client tax plans in minutes! Check it out!

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.

13:26

The Short Book Formula by Author Paul G. McManus

18:00

The Art of Collaboration by Authors Anton J. Anderson & Paul Latham

Forewords by Dr. Jackie Meyer and Jonathan S. Kuttin

22:09

The Tax-Free Business Owner by Author Mark Miller

35:51

How do you become an Amazon best selling author?

36:35

Author Jordan Raynor

40:55

What is the difference between a traditional publisher and hybrid publisher?

51:56

The 4-Hour Workweek by Author Tim Ferriss

52:18

What AI tool is going to save people hours upon hours of time by utilizing it to help them write?

🔗 Connect with Paul G. McManus

https://www.theshortbookformula.com

https://www.linkedin.com/in/paulgmcmanus

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

We just released a completely automated version that creates client tax plans in minutes! Check it out!

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral marketing, niche branding, tax representation, collaboration with lawyers, and the importance of educational content in building trust.

33:14 Randy Crabtree - Bridging the Cap Conference

35:05 Nayo Carter - Best Wardrobe

35:20 Nominations: https://www.btgconference.com/bridging-the-gap-award-nomination

37:20 Geno Wickman

Connect with Gaynor Hardy (Meilke)

https://www.linkedin.com/in/gaynormeilke

Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by David Podell and Business Benefits Consultants:

https://www.BusinessBenefitsConsultants.com

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's journey and gain valuable insights into the world of accounting and entrepreneurship.

🔗 Connect with Alton Bell

https://www.linkedin.com/in/alton-bell-ii-ea-a738667

https://www.bell-tax.com

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Amber Setter

https://www.linkedin.com/in/ambersetter

Two book references in this episode:

https://www.amazon.com/Big-Leap-Conquer-Hidden-Level/dp/0061735361/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

https://www.amazon.com/Body-Keeps-Score-Healing-Trauma/dp/0670785938/ref=asc_df_0670785938/?tag=hyprod-20&linkCode=df0&hvadid=312142103956&hvpos=&hvnetw=g&hvrand=1724325123473366026&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9026938&hvtargid=pla-436114357585&psc=1&gclid=Cj0KCQjwncWvBhD_ARIsAEb2HW_ErjyI4-f6Po9MNLUlAJS_bxr7Y9b78Tc0mONp6HdLZr4ac-h8x2caAuGOEALw_wcB

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Tom Zehentner

https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b

🔗 Connect with Jesse Rubenfeld

https://www.linkedin.com/in/jesserubenfeld

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Signup for early access to TaxPlanIQ's exciting new spinoff product:

http://taxsavingsiq.com

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.

🔗 Connect with Naomi Granger

https://www.linkedin.com/in/naomigranger

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by Business Benefits Consultants:

https://businessbenefitsconsultants.com

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Book reference:

https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X

Sponsored by Unison Globus: https://www.unisonglobus.com