Hey there, Executive!

Let’s get right to the heart of this week’s critical update. If you have clients—or even your own business—planning to invest in electric vehicles, the clock just started ticking.

On July 1, the U.S. Senate passed a bill that would terminate three cornerstone clean vehicle tax credits after September 30, 2025:

1️⃣ Section 45W – up to $40,000 for heavy commercial EVs
2️⃣ Section 30D – up to $7,500 for new EVs
3️⃣ Section 25E – up to $4,000 for used EVs

That means if your client waits, they could lose out on $7,500, $40,000, or even more—all because the credit wouldn’t apply for vehicles placed in service after September 30.

It’s possible nothing changes by July 4, but with legislation on the table, proactive planning now protects your clients (and your own business fleet).

This is the kind of insight inside The Executive Touch. We provide you with the roadmap that turns quick tax prep into trusted, high-value advisory.

Read until the end to learn more about this strategy and more!

⚡ EV Tax Credits Strategy: Why September 30, 2025, Matters More Than You Think

Here’s what makes this strategy so important to discuss with your clients today. Many business owners don’t know these credits exist, or they believe credits will always be renewed or replaced.

But this bill, now moving to the House, sets a hard stop: vehicles placed in service after September 30, 2025, won’t qualify. Even if the House changes the date, the risk is too high to leave these decisions until the last minute.

Advising your clients now means they can plan purchases, arrange financing, and confirm vehicle delivery before the window closes. That proactive step could mean up to $40,000 per qualifying vehicle—real cash they can reinvest in other parts of their business.

Finally, it’s not just about filing forms; it’s about positioning yourself as the advisor who sees around corners.

Helping your clients act before these credits expire transforms your role from compliance preparer to strategic partner.

It also gives you an opening to discuss related planning: depreciation strategies, business use percentages, and the long-term tax impact of EV investments.

By bringing this conversation forward, you’re proving your value in a crowded market—and building trust that will keep clients coming back, year after year.

🧠 BOARD MEETING TAKEAWAYS — June 19

Inside this week’s Power Hours:

• Wednesday (Tax Representation): Managing IRS notices, OIC basics, and representing clients under pressure (2:00 PM CST / 3 PM EST)

• Friday (Tax Planning): High-end entity strategy, client risk reduction, and wealth-building techniques (2:30 PM CST / 3:30 PM EST)

• Real scenarios, live answers, and practical takeaways

We’re looking forward to seeing you inside The Executive Touch.

🔋 EV Tax Credits: A Strategy Your Clients Can’t Afford to Miss

Right now, there’s a powerful window that could save your clients thousands—but it’s closing fast. The U.S. Senate passed a bill that would end three cornerstone electric vehicle tax credits after September 30, 2025:

• Up to $40,000 under the Qualified Commercial Clean Vehicles Credit for heavy EVs

• Up to $7,500 under the New Clean Vehicle Credit for eligible new EVs

• Up to $4,000 under the Previously Owned Clean Vehicle Credit

Helping clients act now—before the potential expiration—could mean real savings and stronger client loyalty. Waiting could cost them opportunities they can’t get back.

Beyond the numbers, this is about showing your value as an advisor who looks forward, not backward. Bringing this up opens doors to broader planning: depreciation strategies, fleet replacement schedules, and aligning tax savings with growth. You become more than a tax preparer—you become part of your clients’ strategic team.

Why this matters:

• Credits set to expire for vehicles placed in service after Sept 30, 2025

• Act now to help clients modernize fleets, reduce tax liability, and invest smarter

• Show your expertise by connecting tax savings to bigger financial strategies

Want to stay ahead with tax-smart strategies?

If you’ve ever felt you’re giving away high-value advice in emails and quick calls without being fully paid for it, you’re not alone.

Many tax pros know how to save clients tens of thousands but aren’t sure how to price, package, and confidently deliver that as a premium service. Inside The Executive Touch, we guide you step by step to transform deep tax knowledge into high-ticket offers your clients will gladly invest in.

You’ll learn how to present strategies so clients see your true worth and understand why your fee is an investment in their financial success—not just another cost.

And you can start risk-free with a seven-day trial. See what it feels like to stop chasing clients and start choosing them.

What you’ll gain:

• How to price and package your expertise into premium offers

• Clarity on what makes you different from competitors

• Confidence to turn client trust into sustainable revenue

Ready to elevate your expertise?
We’re offering a free 7-day Entrey LeveClick the button below to save your seat and get inside.

Closing Thought 🎯

I truly believe we’re in this profession for a reason bigger than forms and filings. It’s about impact:

Your expertise matters. Your vision matters. And together, inside The Executive Touch, we’ll keep building businesses (and lives) driven by confidence, clarity, and impact.

Let’s keep serving,

Driven by growth,
– Angie Toney, CPA/PFS, CTS
Your Friendly Guide to Premium Tax Strategy