Season Three Fall Rewind: Spot It, Plan It, Defend It: Three Moments Every CPA Can Add Value

Specialty tax opportunities often begin with a better understanding of what a client plans to do next. A conversation about hiring, financing a new building, or expanding operations can reveal planning considerations that revenue figures alone may miss.

In the second edition of our Season Three Fall Rewind, Let’s Talk Tax host Dave McGuire revisits three conversations with Mike Hammel, MAcc, Ben Worrell, MBA, Rebecca Patterson, and Kyle Gaddis. Together, these discussions follow three moments when CPAs and business advisors can add value: identifying an opportunity, helping a client evaluate a project, and reviewing a property assessment.

Mike explains why questions about a company’s operations, location, investments, and ownership plans can help uncover potential opportunities across specialty tax services. Ben and Rebecca discuss why incentives conversations should begin during planning and how property tax considerations can arise before construction is complete. Dave also explores why specialists need to coordinate incentives, financing, and federal depreciation considerations.

Kyle and Rebecca then examine how mass appraisal methods can overlook property-specific circumstances, including vacancy and income changes. They explain why reviewing an assessed value—and understanding the applicable jurisdiction’s requirements—can be an important part of advising real estate owners.

Watch or listen to the full episode for practical questions and planning considerations to bring into your next client conversation.

Featured Episodes:

Be Curious: Finding Specialty Tax Opportunities in Any Size Business

The Bigger Picture: Connecting Property Tax, Fixed Assets, & Location Strategy

What We Learned from the 2026 Property Tax Appeal Season