EPISODE · Apr 23, 2025 · 2 MIN
Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip
from CPA Trendlines Podcasts · host CPA Trendlines
Start with proactive planning instead of reactive reporting.Quick Tax TipWith Art WernerCPE TodayAs tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historian to tax strategist.Click here for more Art WernerDrawing on decades of experience and his trademark candor, Werner explains how the very tax returns just filed can be the launchpad for a more impactful advisory relationship with clients. "What I would look at," he begins, "is the tax return you just prepared—and use that as a script."
What this episode covers
Start with proactive planning instead of reactive reporting.Quick Tax TipWith Art WernerCPE TodayAs tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's the perfect opportunity to pivot from tax historian to tax strategist.Click here for more Art WernerDrawing on decades of experience and his trademark candor, Werner explains how the very tax returns just filed can be the launchpad for a more impactful advisory relationship with clients. "What I would look at," he begins, "is the tax return you just prepared—and use that as a script."
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Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip
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