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.
McGuire Sponsel was engaged to support the client’s expansion into Arkansas and interact directly with the Arkansas Economic Development Commission (AEDC) and the client’s CPA to manage the application process.
In Area Development, Ben Worrell, MBA, explains why site selection starts with facts, not charm.
Securing state and local economic incentives is a multi-phase process—one that requires careful coordination between business goals, tax strategy, and compliance. In this webinar, McGuire Sponsel’s Location Advisory Services team will outline a proven five-step framework for navigating the full lifecycle of an incentive-backed project.
Host Justin Gephart and guests Brad Brown, CPA, of BMSS, and Chad Collier, Relationship Manager at McGuire Sponsel discuss the impact of current economic conditions on growing clients and the benefits of Location Advisory Services.
Business expansions, like a perfect sundae, are best with a cherry on top—in this case, incentive programs. By identifying and securing state and local incentives early, companies across industries can unlock substantial financial benefits, as illustrated by real-world projects in food manufacturing and cold storage.
Host TJ Sponsel is joined by guest Ben Worrell, MBA, to address why many CPAs hesitate to engage in location advisory services and economic development incentives.
McGuire Sponsel helped a rapidly growing fire protection company secure targeted incentives in Kentucky and Ohio to support a multi-state expansion, despite industry classification challenges.
McGuire Sponsel was referred to assist a CPA in Indianapolis, IN, with compliance. The client has procured incentives and requested additional assistance in annual reporting.
Host Justin Gephart sits down with CRE expert Mike Semler and Relationship Manager Chad Collier to break down what business owners need to know about today’s commercial real estate (CRE) market.
Enter your information below to access the webinar on demand
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!