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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.

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.

Season Three Fall Rewind: The Proactive Firm: Lessons in Client Engagement and Leadership

What does it take to build a proactive CPA firm when teams are busy and client expectations keep growing? Consistent follow-up, year-round client engagement, and professionals prepared to lead advisory conversations.

In this Season Three Fall Rewind episode of Let’s Talk Tax, we revisit two conversations about strengthening client relationships and developing future firm leaders. Drew Haddock, CPA, CEO of DMJPS CPAs + Advisors, joins host Tim LeMasters to explain how shared accountability, monthly pipeline reviews, and multiple client touchpoints help keep valuable opportunities from slipping through the cracks.

Katie Thomas, CPA, CFP®, CGMA, president and CEO of Honkamp, P.C., joins host TJ Sponsel to discuss why leadership development cannot wait. As senior partners retire and technology automates traditional tasks, younger professionals need opportunities to build advisory skills, work directly with clients, and help guide innovation within their service lines.

Together, these conversations explore how CPA firms can move beyond seasonal planning, respond to rising expectations for forward-looking advice, and remain the trusted resource clients turn to as AI tools become more accessible.

Full Episodes:

The Advisory Mindset: Creating Client Value Year-Round with Drew Haddock, CPA, DMJPS CPAs + Advisors

Leadership Succession in CPA Firms: Developing Future Leaders with Katie Thomas, CPA, CFP, CGMA, Honkamp P.C.

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