In her latest piece in Forbes, Kelsey Brewer, MBA, shares leadership succession insights, exploring how accounting firms can communicate transitions to reinforce trust, stability, and strategy.
Cassie Neatherly has joined McGuire Sponsel as a Relationship Manager within our Alliance Network, further strengthening our firm’s commitment to supporting CPA firms and their clients through collaborative, relationship-driven service.
In this season finale, host TJ Sponsel is joined by co-host Tim LeMasters to discuss the significant changes in the CPA industry throughout 2025.
Host TJ Sponsel and guest Kiley Ewing discuss why teams filled with talented individuals often underperform and how a focus on behavioral data, resilience, and accountability can transform a team’s performance.
Host Jerry Hammel, CPA, and guest Arty Brieden from Seidel Schroeder discuss leading a modern CPA firm.
In his latest piece in Forbes, Dave McGuire explores why 2025 will be a pivotal tax planning year. Learn how changes under the OBBBA impact bonus depreciation, Section 174 expensing, and strategic deduction timing for businesses.
Host Dave McGuire and guest Joe Nicola, Jr., discuss the significant impact of the One Big Beautiful Bill Act (OBBBA), passed earlier this year, on tax planning.
Host Justin Gephart and his colleague Jerry Hammel, CPA, dive into the untapped potential of your firm’s records, also known as a data goldmine.
As you head into tax season, we look forward to identifying opportunities to add tremendous value to your clients. Request a copy of our Planning Guide for Tax Year 2025, where you will find specialty tax strategies, case studies, resources, and more.
Specialty tax strategies are more than compliance tools—they’re drivers of growth. Teams that proactively identify opportunities and offer actionable insights strengthen client revenue and retention while boosting firm success.
Passing The Torch With Confidence: What Leadership Transitions Reveal About A Firm’s Future
In her latest Forbes article, Kelsey Brewer, MBA, Chief Marketing Officer at McGuire Sponsel, examines how leadership transitions shape firm perception, trust, and long-term growth. Drawing from a virtual discussion hosted for the Association for Accounting Marketing, the piece highlights why succession planning is not just operational—but a powerful brand and communication moment. From co-CEO models to managing internal narratives, the article offers practical guidance for firms navigating change.
As Chief Marketing Officer, Kelsey Brewer, MBA, drives brand, revenue, and partnership enhancing marketing strategies. Her primary responsibilities include branding, public relations, advertising, digital, and sales-driven marketing initiatives.
Brewer adds strategic marketing expertise to McGuire Sponsel’s leadership team and facilitates the alignment of marketing with the goals and operations of the firm by steering a differentiated position in the CPA industry.