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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.

Join us for a technical, post–tax season webinar focused on the legislative developments and planning implications emerging from the One Big Beautiful Bill Act (OBBBA) and related IRS guidance.

Growth doesn’t always come from new clients. In this episode, Tim LeMasters and Alex Wilson break down how CPA firms can uncover hidden opportunities within their existing client base using specialty tax strategies.

The CBP portal is open for IEEPA tariff refunds. See eligibility, Importer of Record requirements, what information you need, and how McGuire Sponsel can help.

What did tax season reveal—and what should CPAs do next? Explore specialty tax opportunities, key deadlines, and planning strategies shaping 2026.

 

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.

The Advisory Mindset: Creating Client Value Year-Round

What does it take to move beyond compliance and become a trusted advisor?

In this episode of Let’s Talk Tax, Tim LeMasters welcomes Drew Haddock, CPA, Partner and CEO of DMJPS CPAs + Advisors, to discuss the advisory mindset and how firms can create meaningful client value throughout the year—not just during tax season.

Drew shares how DMJPS CPAs + Advisors encourages ongoing client conversations through intentional touchpoints, planning-focused surveys, accountability meetings, and an advisory-first mindset. Together, they explore why specialty tax opportunities often go unnoticed, how firms can improve follow-up, and why curiosity is one of the most valuable skills an advisor can develop.

They also discuss leadership transition, the continued growth of Client Accounting and Advisory Services (CAAS), industry specialization, AI, workforce challenges, and practical advice for firms looking to deepen client relationships and become more proactive advisors.

Whether you’re a managing partner, CPA, or advisor looking to build stronger client relationships, this episode offers actionable ideas for creating year-round value.

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