About this episode
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
- (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 Updates
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Roger Harris
Annie Schwab
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