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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.

Discover how proactive CPA firms create year-round client value by building stronger client relationships, asking better questions, and embracing an advisory mindset.

Importers that paid IEEPA tariffs should act quickly. Learn how liquidation status impacts refund eligibility and the filing deadlines that could determine whether a refund remains available.

Federal cannabis rescheduling could unlock valuable tax planning opportunities for qualifying medical marijuana businesses. Learn what Section 280E changes could mean for credits, depreciation, and business structure.

 

 

What separates professionals who advance from those who wait? Dave McGuire and Kylie Ewing discuss career ownership, goal setting, accountability, and the habits that drive long-term success.

Be Curious: Finding Specialty Tax Opportunities in Any Size Business

Specialty tax opportunities are not limited to billion-dollar corporations. Closely held manufacturers, contractors, healthcare practices, software startups, exporters, and family businesses may also benefit—if their advisors know what to look for.

In this episode of Let’s Talk Tax, Dave McGuire sits down with Mike Hammel, MAcc, to explore why a company’s activities often matter more than its revenue or size. Growth plans, hiring, equipment purchases, facility investments, exports, acquisitions, and ownership transitions can all signal potential tax planning opportunities.

Through real-world scenarios, Dave and Mike discuss opportunities involving R&D tax credits, cost segregation, property tax appeals, location advisory incentives, and international tax considerations such as IC-DISC, compliance, and transfer pricing. They also address common misconceptions, including the belief that credits should correlate directly with revenue or that cost segregation must be completed when a property is first placed in service.

The conversation reinforces a valuable mindset for CPAs and business advisors: remain curious, ask better questions throughout the year, and understand where each client is headed before determining which strategies may fit.

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