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Discover how better client questions can reveal specialty tax opportunities. In our second Season Three Fall Rewind, Dave McGuire revisits conversations about understanding business plans, coordinating incentives and tax planning, and reviewing property assessments.

Business expansion can create opportunities across property tax, fixed assets, incentives, and more. Learn why connecting these strategies early can help CPAs deliver greater value.

Companies that made a Real Property Trade or Business (RPTB) election under Section 163(j) in 2023 or 2024 may want to reconsider following OBBBA’s changes to bonus depreciation and ATI rules. Learn why the October 15 deadline to revoke an RPTB election matters and what businesses should evaluate before time runs out.

Explore how federal manufacturing tax incentives and varying state tax treatments could shape expansion, investment, and site selection decisions.

See how early planning for a public school’s geothermal system identified approximately $5.2 million in qualifying costs and a projected $2.6 million Investment Tax Credit.

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.

McGuire Sponsel’s energy modeling confirmed 53.38% energy savings and helped a newly constructed Raleigh apartment complex secure a $535,636 Section 179D deduction.

A cost segregation study of a recently acquired $48 million California auto dealership reclassified 28% of its depreciable basis and generated more than $2.52 million in first-year cash flow.

What did the 2026 property tax appeal season reveal? Explore assessment trends, successful strategies, and steps CPAs can take before the next appeal deadline.

Brookhaven’s recent property tax increase serves as a reminder that commercial property owners should regularly review their property tax assessments. Learn why assessment accuracy matters, how higher millage rates amplify valuation errors, and what Georgia businesses should consider before appeal deadlines pass.

Season Three Fall Rewind: Spot It, Plan It, Defend It: Three Moments Every CPA Can Add Value

Specialty tax opportunities often begin with a better understanding of what a client plans to do next. A conversation about hiring, financing a new building, or expanding operations can reveal planning considerations that revenue figures alone may miss.

In the second edition of our Season Three Fall Rewind, Let’s Talk Tax host Dave McGuire revisits three conversations with Mike Hammel, MAcc, Ben Worrell, MBA, Rebecca Patterson, and Kyle Gaddis. Together, these discussions follow three moments when CPAs and business advisors can add value: identifying an opportunity, helping a client evaluate a project, and reviewing a property assessment.

Mike explains why questions about a company’s operations, location, investments, and ownership plans can help uncover potential opportunities across specialty tax services. Ben and Rebecca discuss why incentives conversations should begin during planning and how property tax considerations can arise before construction is complete. Dave also explores why specialists need to coordinate incentives, financing, and federal depreciation considerations.

Kyle and Rebecca then examine how mass appraisal methods can overlook property-specific circumstances, including vacancy and income changes. They explain why reviewing an assessed value—and understanding the applicable jurisdiction’s requirements—can be an important part of advising real estate owners.

Watch or listen to the full episode for practical questions and planning considerations to bring into your next client conversation.

Featured Episodes:

Be Curious: Finding Specialty Tax Opportunities in Any Size Business

The Bigger Picture: Connecting Property Tax, Fixed Assets, & Location Strategy

What We Learned from the 2026 Property Tax Appeal Season

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