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Discover how better client questions can reveal specialty tax opportunities. In our second Season Three Fall Rewind, Dave McGuire revisits conversations about understanding business plans, coordinating incentives and tax planning, and reviewing property assessments.

Put your tax planning conversations into action. Download our Planning Guide for Tax Year 2026 and explore practical tools, expert insights, and real client examples to help identify specialty tax and advisory opportunities.

Consistent follow-up and early leadership development help a proactive CPA firm deliver advice. Revisit insights from Drew Haddock and Katie Thomas.

 Dave McGuire and Mike Hammel discuss how CPA firms can expand advisory services through AI, specialist partnerships, and a deeper understanding of client goals.

Specialty tax opportunities are not limited to large corporations. Dave McGuire and Mike Hammel, MAcc, explain how asking better questions can uncover valuable opportunities for businesses of any size.

Katie Thomas, president and CEO of Honkamp, joins TJ Sponsel to discuss CPA firm leadership succession and how firms can develop their next generation of leaders.

Join us for six technical webinars designed to help CPA firms navigate evolving compliance requirements, uncover overlooked planning opportunities, and strengthen advisory conversations heading into the second half of 2026.

What could the 2026 midterm elections mean for tax policy? Dave McGuire and Ashu Mahal discuss potential shifts in Congress, the outlook for existing tax provisions, tariffs, domestic incentives, Pillar Two, and what CPAs and businesses should watch as year-end planning approaches.

Revisit four conversations from season three that demonstrate how CPAs can identify tax planning opportunities and compliance risks before the return is prepared.

Discover why the best CPA firms create value by asking better questions, staying engaged year-round, and thinking beyond tax season.

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

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