…Before year-end chaos returns…
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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.”
With significant legislation looming, this episode highlights one especially critical opportunity: rethinking entity structures. Will your pass-through clients fare better as C Corps under the new rules? Could staying in an S Corp or partnership expose them to unfavorable tax treatment?
“C Corps might be the biggest winner in this whole realm,” the host notes. “And we need to help our clients make those decisions now—before we’re neck-deep in December deliverables.”
Although tax law changes are still evolving, savvy professionals know the importance of being proactive. The podcast emphasizes using this calm between storms to:
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Segment your client list by who will be most affected (positively or negatively)
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Evaluate entity forms based on likely changes
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Start a dialogue with clients about restructuring options
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Provide calm, confident guidance amid policy uncertainty
“Review your client base and figure out how to position them inside the framework of this bill,” the host urges. “It’s our job to make sure they’re best served—no matter what happens in D.C.”
What sets top-tier tax advisors apart isn’t just technical acumen. It’s proactivity. This episode delivers a clear call to action: Be the advisor who reaches out first. Don’t wait for clients to call in panic when the headlines break.