CPA - medium firm
CPA - large firm
Enrolled Agent
Other
Did you know about Code Section 139 that was enacted during 9/11? It allows any business to provide personal gifts, living reimbursements, family costs, etc to anyone and these expenses become deductible to the business. It is also tax-free and non-reportable to the recipient. Learn about this gem of a strategy for tax firms that has little reporting and just a few steps to take for your business clients, saving an average of tens of thousands of dollars while helping their employees (or others like family) with disaster-related home expenses. Add this to your firm's suite of value-priced offerings, while it is available in 2020 only, and be your client's hero.
Key Objectives:
- Overview of Section 139
- Case Study Example for a small business
- Steps to Easily Implement
- How to Value Price
- Common Q&A
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate
Meyer Tax Consulting LLC
President and Founder
[email protected]
888-272-1258
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.
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