Season Three Rewind: Looking Beyond the Tax Return

Some of the most valuable tax conversations begin long before a return is filed.

In this special rewind episode, we revisit four conversations from the first half of season three that illustrate the value of proactive tax planning for CPAs and their clients.

Dave McGuire and Mike Hammel, MAcc, discuss how bonus depreciation and Qualified Production Property may influence depreciation planning for manufacturers. TJ Sponsel and Chad Collier explore how businesses of varying sizes can use credits and incentives to support expansion, relocation, and investment decisions.

The episode also revisits international tax considerations with Greg Lambrecht, CPA, including how activities such as hiring an employee abroad can create unexpected reporting requirements. Finally, John Bodur, CPA, MBA, explains why transfer pricing considerations are not limited to large multinational corporations and how even a single intercompany transaction may introduce additional risk.

Together, these conversations demonstrate how CPAs can look beyond tax compliance to identify planning opportunities, anticipate potential risks, and provide greater value throughout the year.

In this episode:
-Depreciation planning under current tax legislation
-Bonus depreciation and Qualified Production Property
-Credits and incentives for growing businesses
-International tax reporting and compliance risks
-Transfer pricing considerations for intercompany transactions
-The value of proactive, year-round CPA advisory services

Listen to the full episode to explore how earlier conversations can lead to better business decisions and fewer costly surprises.