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heidi henderson: impactful tax plans | the concierge cpa

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pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.

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

in the latest episode of the concierge cpa, host dr. jackie meyer sits down with heidi henderson, executive vice president of engineered tax services (ets), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.

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henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps cpas and their clients unlock substantial tax savings through advanced planning techniques. from leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45l and 179d, henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.

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expert panel: the year of the advisor is here | accounting influencers

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“your top clients are your competitors’ top prospects. are you showing up as their trusted advisor?”
sponsored by “radical pricing: optimize profits, delight clients, and build a top-value firm,” by jody padar, cpa  – see today’s special offer

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accounting influencers
with rob brown

how well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? are firms ready to embrace the future or stuck in outdated models?

rob brown hosts an expert panel featuring angie grissom, co-owner of the rainmaker companies; itamar jobani, ceo of payem; todd robinson, director of practice engagement at woodard; and james hickey, chief “cat herder” at herding cats; to discuss the future of the accounting profession. the conversation explores critical challenges facing accountants today, such as adapting to technological changes, ai integration, talent retention, and shifting towards a more advisory-based role. the panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.
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