Show notes
Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome Back Annie(00:50) - Previewing The Conference Talk(02:46) - Clients Want Advisory(08:09) - AI And The Future(10:03) - ERC Lessons Learned(15:16) - Tools For Fast Changes(17:29) - Marketing Beyond Clients(26:05) - OBBA And Data Mining(31:14) - Invest in Tech Stack(32:16) - OBB Client Communication(34:58) - Kwong Case Refund Window(39:29) - Data Mining and Online Accounts(41:45) - Communicate Even If Referring(46:18) - From Awareness to Action Plan(48:08) - AI as Drafting Assistant(49:39) - Future of Advisory Work(53:18) - AI Judgment and Pricing(58:08) - Wrap Up and Next UpdatesFollow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.