...Before year-end chaos returns...
Quick Tax Tip
With Art Werner
CPE Today
Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it.
In the latest episode of the Quick Tax Tip podcast, listeners get an urgent wake-up call: This is the moment to reconnect with clients, reevaluate their entity structures, and prepare them for the potential ripple effects of new legislation.
“This might be the best question any tax pro could ask right now,” Werner says in response to a question about how to prioritize client conversations after busy season. “You’ve got breathing room—use it.”
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