35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb

The Concierge CPA

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.

Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much to be learned from Kelly, from the challenges she's faced to common myths in tax law.

Looking ahead, we discuss the evolving landscape of tax preparation and why value pricing is crucial for delivering top-notch services to clients. We also dive into the often-overlooked topic of gender inequality in business writing, as well as gender disparities in the law profession.

Stay tuned for Kelly's insights on how women can achieve career growth and mentorship in the tax profession. Our discussion is packed with valuable advice and actionable tips. We wrap it up by talking about courage, building a supportive community, and leveraging social media platforms for professional growth and networking. Don't miss out on this dynamic episode that's sure to inspire!

What you'll hear in this episode:

[1:30] Law, writing, and personal branding.

[7:40] Personal and professional growth, with a focus on veterans and mental health.

[11:30] Tax law career path and mentorship.

[15:25] Career choices, challenges, and tax law myths.

[22:35] Tax accounting, communication, and teamwork.

[27:20] Teamwork, communication, and AI in accounting and law professions.

[32:15] AI in legal practice, resistance, and efficiency.

[37:20] The future of tax preparation and the importance of value pricing.

[41:00] Gender inequality in business writing.

[43:50] Gender inequality in law profession.

[48:05] Career growth and mentorship in the tax profession.

[53:25] Courage, community, and social media platforms.

[57:00] Tax planning and accounting industry insights.

Connect with Kelly on LinkedIn https://www.linkedin.com/in/taxgirl/recent-activity/all/

Read Kelly's work on Forbes https://www.forbes.com/sites/kellyphillipserb/?sh=1e98b0679cba

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/