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hansen: no one’s too rich for a backdoor roth | the concierge cpa

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understand the legal tax hack the irs actually wants you to use.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

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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the “lbd” of tech: simplicity & standardization still win | it’s not just the numbers

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“if you don’t have accountability, you can never reach your ambition.” 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  –
see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

if there’s one topic that never gets old in accounting, it’s technology. new apps promise smoother workflows, faster reconciliations, and smarter insights every year. yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. 

more penny breslin and damien greathead
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in the latest episode of it’s not just the numbers, hosts penny breslin and damien greathead revisit a metaphor that’s as timeless as it is practical, the “little black dress” of technology. the conversation digs into what every firm owner should understand about building a tech stack that actually fits their ambition, not just their app wish list. 

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5 ways accounting pros turn events into real roi | accounting influencers

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turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.

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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accounting influencers
with rob brown

seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. but while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful roi. according to rob brown on accounting influencers, the problem isn’t the events—it’s the strategy.

“people go to conferences and just float,” brown says. “they wander the expo hall, catch a few sessions, grab the swag—and then wonder why nothing changes.” with conferences back at full strength and offering multi-sensory experiences, deeper technical sessions, and richer networking formats, brown says firms should treat them as strategic business opportunities, not passive learning days.

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baker: transformation economy will redefine accounting | gear up for growth

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stop “playing small ball,” and reimagine client experiences.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“a business model describes how you earn revenue when services are given away for free,” said ron baker, co-founder of threshold: a revelation for the transformation economy, during his appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“that terrifies people, but it’s where the economy is going.” 

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

he argues that cpas are uniquely positioned to guide clients through lasting financial and personal transformation. cpa value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

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savage: use your license as a megaphone | arc – slc

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small acts of involvement add up to big wins for the profession and the public.

sponsored by tax season readiness: practical steps for a smoother busy season | dec. 10, 2 pm et  | see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting arc – student-led conversations
with arpan grewal
center for accounting transformation

advocacy often appears on television as protest marches, campaign rallies, or contentious debates. but in a recent accounting arc – student-led conversations episode, host arpan grewal and guest zenai savage, cpa, recast advocacy as something more grounded and accessible: a series of everyday decisions about when to speak up, who to invite in, and how to use professional skills for public good.

more accounting arc: baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

savage is not a typical accountant. she is the founder of the savage advantage, a consulting firm that provides outsourced controller work, budget development, governance support, and board training to nonprofits and civic organizations. she also writes and speaks through blurred lines, a personal platform built on the belief that people do not have to separate their faith, professional life, and community service into neat compartments.

for grewal, a gen z student leader, savage’s path offers a concrete example of how young professionals can blend technical careers with civic engagement.

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