Turning Tax Chaos Into Revenue Opportunities

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.

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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