art werner: shift gears post-tax season | quick tax tip

start with proactive planning instead of reactive reporting.

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quick tax tip
with art werner
cpe today

as 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.

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drawing 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.”