Episode #159: Strategic Tax Planning and Leadership with Jackie Meyer

Welcome back to Thrivecast! In today's episode, Jason and Jackie Meyer, dive into the dynamic world of tax planning and strategic leadership. Holding a doctorate in strategic leadership, Jackie discusses the significance of setting personal boundaries, the value of in-person meetings, and her journey in hiring a CEO to focus on her book and career advancements. We'll explore the high ROI potential of tax planning, the importance of strategic pricing, and how Jackie's SaaS product, Tax Plan IQ, is transforming the accounting industry. Join them as they navigate through the distinctions of tax advisory services, manage a busy schedule, and discover the limitless potential within the profession!