As the federal tax landscape continues to shift under the One Big Beautiful Bill Act and its ripple effects, CPAs face a critical moment: how to balance proactive planning with compliance while strengthening their advisory role.
Host Tim LeMasters is joined by guest Kat Martin to share an exclusive preview of McGuire Sponsel’s Planning Guide for Tax Year 2025.
Host TJ Sponsel is joined by Kelsey Brewer, the Chief Marketing Officer at McGuire Sponsel, for a deep dive into the evolution of marketing within the CPA industry.
Hosts TJ Sponsel and Justin Gephart delve into the evolving world of the manufacturing sector post-COVID-19, exploring supply chain shifts, workforce challenges, and automation.
Guest host Jerry Hammel, CPA, and Justin Gephart dive into the evolving world of data management in CPA and consulting firms.
Host TJ Sponsel and guest Jeremy Clopton from Upstream Academy discuss the importance of leadership development in CPA firms.
In his latest piece in Forbes, Dave McGuire explores how the “Big Beautiful Bill” impacts CPAs and their clients, with updates to bonus depreciation, Section 179, and R&D expensing strategies.
As the industry adapts to sweeping changes under the “Big Beautiful Bill,” we’re here to help you stay informed and prepared.
With the “Big Beautiful Bill” now enacted into law, sweeping tax changes are officially underway—impacting provisions critical to year-end planning, entity strategy, and client advisory services. CPAs and tax professionals must act quickly to understand how these updates affect their clients across industries.
Host TJ Sponsel is joined by Keith Habel, CPA/PFS, a shareholder at Honkamp, to discuss how manufacturing firms can navigate tax strategies in 2025.
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As the federal tax landscape continues to shift under the One Big Beautiful Bill Act and its ripple effects, CPAs face a critical moment: how to balance proactive planning with compliance while strengthening their advisory role. In this session, Jerry Hammel and Justin Gephart will present a comprehensive tax year 2025 strategy — integrating legislative updates, planning opportunities, and relational client advising.
Learning Objectives:
By the end of this webinar, attendees will be able to:
-Identify key provisions of OBBB affecting 2025 tax planning
-Evaluate how planning strategies may shift under the new law, including considerations around entity structuring and timing elections
-Analyze case studies illustrating client decisions and assess how to balance competing tax planning priorities
-Recognize early caution flags in client planning scenarios and apply methods to address them proactively
-Apply a relational approach to presenting planning alternatives that strengthens advisory relationships and positions CPAs as strategic partners
Notice: Please look for your on demand webinar link from [email protected]. Thank you!