CPAs are unprecedentedly providing a unique opportunity to elevate the trusted three-letter designation to include being revered as a valued adviser. Discuss the latest tax and stimulus updates and how you can better implement the latest information into serving the client. The issues covered will apply to individual and small business clients. Review multiple topics, including Federal tax updates, Paycheck Protection Program (PPP) forgiveness, Employee Retention Tax Credit (ERTC) retroactive problem solving, highly missed tax credits for the self-employed, the aftermath of clients taking PPP, grants and the Economic Injury Disaster Loan (EIDL), harnessing real estate tax benefits, preventing a client's banking crisis and considerations of the projected changing tax landscape.