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Werner: Avoid the Tax Traps of OBBBA | Quick Tax Tip

The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared.

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Quick Tax Tip
With Art Werner
CPE Today

In the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. But according to tax authority Art Werner, the dividing line between winners and losers is clear: those who plan will win; those who don’t will lose.

Click here for more Art Werner

Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and hosted by CPA Trendlines’ Rick Telberg.

“There are always winners and losers in a tax bill,” Werner says in the latest Quick Tax Tip podcast. “But the best answer I can give at this point is that the winners are going to be the people who plan.”

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PRO Member Exclusive

Ten Ways to Solve an Upside-Down Staffing Pyramid

senior businessman with five colleagues

And six undesirable outcomes if you don’t.

By Domenick J. Esposito
8 Steps to Great

There is no question that the most profitable CPA firms (i.e., those with the highest average partner earnings) have figured out that leverage and a well-managed partner/staff pyramid is one of the key ingredients for success.

MORE by Domenick J. Esposito
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Why is it then that so many firms today are struggling with just the opposite – an upside-down partner/staff pyramid where there are

  • too many partners and managers,
  • too few staff and
  • too little use of technology?

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ADVISORY & CONSULTING

Life Planning: Going Beyond the Financials

woman and man talking in office

 

What actions and changes can enhance emotional well-being and quality of life? They may be financial.

By Rory Henry
The Holistic Guide to Wealth Management

The future of advice is not financial, it’s human! It is about helping clients live their best lives.

MORE: How to Conduct a Proper Discovery Meeting | Understand Clients’ Relationship with Money | Manage Change through A PACT | Marketing Strategies for Wealth Management Services | An Accountant’s Role in Exit Planning | Trust and Estate Planning Is for Clients of All Ages | Help Clients Manage and Embrace Investment Risk | Tax Advisory Services: A Pathway to Greater Financial Freedom | Leverage AI to Grow and Protect Revenue: Six Steps | Four Ways to Provide Wealth Management in Your Accounting Practice | What Multiples Mean to Accounting Firms | How Wealth Management Has Evolved | Why Now Is the Time for CPAs to Embrace Wealth Management
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a Roth conversion, our goal is to shift your thinking toward a human-first financial mindset. This approach helps you uncover a person’s entire life. By being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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ADVISORY & CONSULTING

The DNA of Advisory-CAS

Help your clients navigate with purpose.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

I have witnessed it repeatedly: advisors who know the numbers inside and out but still struggle to provide genuine value.

Why?

MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
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Numbers are merely data until you add context, strategy and foresight; this is where real advisory work begins.
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