Tax Planning to Supercharge your BusinessAFO|Wealth Management Forward
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Tax Planning to Supercharge your Business
Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your firm through tax planning. Listen as Jackie talks about helping firm owners save clients tens of thousands to hundreds of thousands of dollars through her tax planning solution. Discover why firms need to act like Gwyneth Paltrow and have a “Conscious Uncoupling” with clients. Learn why Jackie believes the greatest ROI for firms lies in tax planning and value-based pricing. Do you want to know the best way to break up with clients? Do you want to know what the top year-end tax planning strategies are for high-net-worth clients? Find out the answers to these questions and more on this episode with Tax Planning expert Jackie Meyer!