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SPECIAL

Art Werner: Use This Window Wisely | Quick Tax Tip

…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.

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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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NEWS

What to Watch in the One Big Beautiful Bill | Quick Tax Tip

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

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Quick Tax Tip
With Art Werner
CPE Today

When major tax reform is introduced, it’s easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it.

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But the truth is much messier—and much more interesting.

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SPECIAL

Art Werner: Tax-Savvy Fringe Benefits | Quick Tax Tip

“Pseudo compensation” can reduce taxable income and optimize client outcomes.

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Quick Tax Tip
With Art Werner
CPE Today

In this episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.

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“What are we really trying to accomplish?” Werner asks. “We’re trying to create what I call pseudo compensation—benefits that meet a client’s needs and reduce, or even eliminate, taxes.”

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PODCAST

Art Werner: Wealth Transfer Strategies in Uncertainty | Quick Tax Tip

High-net-worth clients are urged to act before the estate tax exemption expires in 2025.

 

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Quick Tax Tip
With Art Werner
CPE Today

A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients.

In the latest episode of the Quick Tax Tip podcast, Werner explains that the temporarily doubled estate and gift tax exemption, enacted under the TCJA, is set to sunset on December 31, 2025. “This creates a lot of uncertainty,” says Werner. “We’re hearing all kinds of things from Congress—maybe an extension, maybe making it permanent, or even letting it die completely. Some are even calling for the estate tax to be repealed. Others want a much higher, even confiscatory, rate.”

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With so much political volatility, Werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.

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PERSONAL FINANCIAL PLANNING

Art Werner: The Hidden Perk Most Miss | Quick Tax Tip

The retirement planning hack can be a secret weapon for tax-free growth.

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Quick Tax Tip
With Art Werner
CPE Today

When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper.

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In his signature style, Werner reframes the Health Savings Account (HSA) as one of the most underrated retirement planning tools available today.

“I don’t look at the HSA as a way to pay for medical bills,” says Werner. “I look at it as a disguised retirement plan.”

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