Here’s what you’re looking for: Jackie Meyer

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Pogosian: What Advisors Miss in Risk Management | The Concierge CPA

A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundations and tax-planning implications of small captive insurance companies. The episode clarifies a strategy that many tax professionals find complex or intimidating, with actionable guidance on identifying suitable clients and avoiding compliance risks.

More Jackie Meyer

Captive insurance — typically formed under Internal Revenue Code Section 831(b) — allows businesses to establish their own insurance company to cover risks that may be difficult or costly to insure through commercial carriers. Under the provision, small qualifying captives can elect alternative tax treatment, in which premiums paid into the captive are tax-deductible to the operating business but not immediately recognized as income by the captive. Tax is generally deferred until the captive is dissolved, at which point capital gains tax applies.

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Dyo: It’s Not a Loophole; It’s a Missed Opportunity | The Concierge CPA

Charitable gift financing has been IRS-validated for decades, yet many still avoid it.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.

The strategy is called charitable gift financing, and, according to Meyer’s guest, Aleksander Dyo, founder and managing director of Wealth Excel, it remains largely invisible to many accountants despite decades of IRS validation.

More Jackie Meyer

Dyo frames the idea with a blunt comparison: Americans finance homes, cars, equipment — even vacations. So why not charitable giving?

Charitable gift financing allows high-income taxpayers to make significant philanthropic contributions by combining personal funds with borrowed capital, while claiming a charitable deduction for the full amount transferred to charity in the year of the gift.

This isn’t a loophole or a creative interpretation, Dyo says. It’s rooted in long-standing IRS guidance on the deductibility of charitable contributions made with borrowed funds, provided the funds are transferred to the charity in the same tax year.

In practice, that timing is everything.

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GROWTH STRATEGIES

Make Processes Your Superpower

Woman drawing flowchart on a blackboard

Priority codes, onboarding and more ways to standardize your operations.

By Jackie Meyer

Systems and processes are the unsung heroes of any successful business. They bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

MORE: Maximize Impact with Tiered Service Packages | Eight Steps to ROI Pricing | Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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Why Systems and Processes Matter

First, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the ROI Method, and explore the power of tiered service packages. Then, you can focus on the backbone of a scalable practice: systems and processes.
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GROWTH STRATEGIES

Maximize Impact with Tiered Service Packages

illustration of three tiers of service offeringWhat are your competitive advantages?

By Jackie Meyer

We have shifted your mindset and model: you’re focusing on advisory value and pricing for ROI. Now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. Enter tiered service packages.

MORE: Eight Steps to ROI Pricing | Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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Offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. It provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

At Meyer Tax Consulting (my firm), we developed a structured tiered approach, which I’ll use as an example. You can model your own tiers similarly, customized to your niche and strengths.
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FEATURED VIDEO

Hansen: No One’s Too Rich for a Backdoor Roth | The Concierge CPA

Understand the legal tax hack the IRS actually wants you to use.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Go PRO – Get More! Go PRO!  See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Get free gits, exclusive access, and more! Get more! Go PRO! 

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In a recent edition of the Concierge CPA podcast, host Dr. Jackie Meyer and guest Acen Hansen delivered a detailed, no-nonsense exploration of using the Backdoor Roth IRA and the Mega Backdoor Roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.

More Jackie Meyer

Catch Jackie Meyer and other thought leaders on Dec. 10 at Tax Season Readiness: Practical Steps for a Smoother Busy Season |1.5 CPE 

A Backdoor Roth IRA isn’t a special new account — it’s a workaround. As Dr. Meyer, founder of TaxPlanIQ, and Hansen, a wealth advisor for Legacy Wealth Management, explain, it allows people who earn too much to contribute directly to a Roth IRA to still access the benefits of a Roth by first contributing to a traditional IRA (on a non-deductible basis) and then converting it to a Roth IRA.

Once the funds are inside a Roth IRA, they grow tax-free and — assuming account and timing requirements are met — distributions in retirement are tax-free.

For high earners with incomes above IRS thresholds for direct Roth contributions — which, for 2025, prohibit single filers with MAGI above roughly $165,000 and married couples filing jointly above about $246,000 — the Backdoor Roth remains a viable path.

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