Content Provider
Tpiq logo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Cheat Sheet
Webinar Technical FAQs
Free cpe webinars
Schedule by Schedule: Key Strategies on the Postcard 1040
Taxes

SCHEDULE BY SCHEDULE: KEY STRATEGIES ON THE POSTCARD 1040

Cost $15.00
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Who Should AttendCPA - small firm
CPA - medium firm
Enrolled Agent
Other
Series: Taxes, Enrolled Agents, Women in Accounting
Course Description

Don’t suffer alone and frustrated trying to figure out TCJA. If the new postcard 1040 and schedules are confusing to you or your staff, and you are worried you are missing tax strategies because of it, join Jackie Meyer CPA for an entertaining parody of memorizing each schedule and key planning opportunities that will make you a hero to your client and more efficient in your office.

Learning Objectives:


  • Identify warning signs in tax software based on latest regulations

  • Explain the potential pitfalls of the TCJA on previous tax planning approaches

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jackie Meyer, CPA, CTS, CCA

TaxPlanIQ
President and Founder
[email protected]
(888) 272-1258

Tpiq logo

Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

About Our Presenter

Tpiq logo

TaxPlanIQ is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. They provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, they keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.