The Executive Touch

01/24/2026

“I only wear this to work—can I deduct it?”
The IRS has thoughts.
👉 Read more in this week’s newsletter.

https://www.linkedin.com/newsletters/7144019401434959872

12/23/2025

***Hot off the pressess***

Our latest newsletter: https://www.linkedin.com/pulse/25-business-gift-rule-small-limit-exposes-big-advisory-angie-m-toney-hxjke/?trackingId=ZFWaORzdQ8yiGZqzsisHIQ%3D%3D

09/15/2025

We’re excited to welcome Wanda Ruiz, MEM — Coach | Mentor | Business Growth Strategist — to speak at The Executive Touch Board Meeting this month! 🎉

In this session, she’ll guide us through:

✨ The Foundational Steps to Scale to Your First (or Next) Six-Figure Year— focusing on offers, positioning, marketing, and sales.

This month, you’ll leave with clarity on how to position yourself, refine your offers, and implement a marketing & sales approach that works—without extra complexity.

📣 Comment “Executive” to receive a link to a 30-day trial to experience the community

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📥 Got a question or tricky case? Comment below or message me — let’s tackle it together

09/08/2025

Unpacking the new Trump Accounts

Trump Accounts are essentially traditional IRAs with special provisions for under-18 beneficiaries. They start with $1,000 of free federal money for eligible newborns (2025–2028), and allow up to $5,000 in annual contributions starting in 2026.

I prioritize other types of accounts that offer more control, but this is good information to know as a tax advisor.

Would you recommend them? What are your thoughts about Trump Accounts?

Comment of DM "TA" to get the link to the article I wrote about it

09/02/2025

This is where we tackle real client scenarios, share strategies that are working in our practices, and walk away with actionable steps we can implement immediately.

The lessons we discuss focus on sharpening our craft, solving problems more efficiently, and expanding our practices together.

If you’re a tax pro looking for that kind of support, I invite you to join us.

We’ve opened a 30-Day Trial, so you can experience firsthand what it’s like to have this level of accountability and insight at your fingertips.

📣 Comment “Executive” to receive a 30-Day Free Trial to experience the community.
✍🏽 Follow me, Angie M. Toney, and tap the 🔔 to stay connected and receive the best insights for tax pros
📥 Got a question or tricky case? Comment below or message me — let’s tackle it together.

08/26/2025

One of the greatest lessons I’ve learned in this industry is that no one builds a thriving practice alone.

When you’re surrounded by like-minded professionals—people who can hold you accountable, challenge your thinking, or simply listen when you need to vent—you gain more than support.

You gain perspective, clarity, and solutions that help you move forward with confidence.

That’s why I’m so grateful for the powerful conversations we’ve had in our Power Hours and at our recent Board Meetings (special mention to our past month's special guests; Lee Johnson & Antonio Glenn, Esq.)

Every session reminds me why I started The Executive Touch: to create a space where tax professionals can sharpen their skills, solve real client challenges, and grow together.

Now, we’re opening our doors to more professionals who are ready to step into the next chapter of their careers.

If you’re an EA, CPA, or JD who’s been thinking about transitioning into tax representation and want to experience the accountability, resources, and support of our community…

We’ve launched a special 30-Day Trial so you can see the difference for yourself.

DM us “Executive”, and we’ll send you the details.

____________________________

I’m Angie T — Founder of The Executive Touch, and if you're interested in coaching for representation work and/or tax planning, we're open for you!

Ready to retain long-term clients, confidently handle complex cases, and grow your reputation in tax representation? You’re in the right place.

📣 DM us “Executive” to secure your slot in our 30-Day Free Trial into the community!
👤 Like our page so you never miss strategies that will move the needle for your business or practice.
📥 Got a question or tricky case? Comment below or message us — let’s tackle it together.

Let’s elevate the game for tax pros everywhere.

08/12/2025

If you're a tax pro or someone with an EA, JD, or CPA credential, you shouldn't miss out on this powerful episode

Recorded in Puerto Rico 🇵🇷

Ask me for the link to try The Executive Touch for week

Download the International Best Selling Book Today to Grow Past 7 Figures: https://bit.ly/3X2vWaO...In this special in-person episode of Moments With Foo, I ...

08/04/2025

Love Letter To Tax Pros: You’re not just a preparer. You’re the architect of financial peace 💌

Dear Tax Pro,

I’m writing this to you—the uncelebrated hero behind every audit win, every strategic deduction, every client sigh of relief when they realize you’re in their corner.

Because of the One Big Beautiful Bill Act, your role just got more critical:

- You’re the guide through new deductions.

- You’re the strategist who knows what’s expiring—and when—to position clients with timing and authority.

- You’re the embodiment of The Executive Touch: offering executive-level clarity, trust, and long-term outcomes.

Your clients aren’t just filling tax forms. They’re trusting you to steer them through policy, economy, and family decisions.

This is your opportunity:

- To lead with executive-level service—not reactive scrambling, but proactive planning in every call, email, newsletter.

- To stand apart as the advisor who doesn’t just prepare taxes but builds confidence.

- To turn a changing code into clarity, strategy, and relief.

I see you pushing back IRS pressure. I hear you help clients sleep easier at night.

This season, lean into your power.

Your clients need you now more than ever.

And you? You deserve to see your reputation rise, your fees reflect your value—and your calendar full of referrals and retainers.

That’s the Executive Standard.

Thank you for being who you are—a tax pro with strategy, heart, and impact.

With strategy and clarity,
– Angie Toney & The Executive Touch

07/30/2025

You got that EA, CPA, JD credential, but you know you're built for high-level strategy.

If you want to get out of the normal volume of work and focus instead on representation, tax planning, and strategy...
.. then you're just the person we'd love to have inside the community.

Inside The Executive Touch, we help tax pros get the best out of their practice with an all-around

Yes, you can bring your toughest cases, and we'll work together to solve them.

That's what it means to be an executive in a leading finance community built on collaboration.

You are invited to join in on the experience. Send me a DM or comment "Executive" to learn more about this.

07/17/2025

Today we’re sitting down with Lee Johnson — an investor and coach known for helping middle-class professionals turn into millionaires by leveraging smart credit, real estate, and low-risk, high-return strategies.

Inside this month’s Executive Touch Board Meeting, Lee will break down how to:
✔️ Build real business credit (not just a personal co-sign)
✔️ Use credit to unlock funding without risking your name
✔️ Set your business up for long-term financial freedom

Whether you’re just starting or scaling, this session will shift your mindset around money, credit, and wealth.

🎟️ Available exclusively to Executive Touch members.

Ready to elevate your access to capital? See you in the boardroom.

07/11/2025

Are you a tax pro looking to move away from volume work?

This is for you

Comment "free trial" to get access to The Executive Touch for 7 days free of charge

07/11/2025

When I first started specializing in tax representation and advanced planning, I thought the biggest challenges were the numbers themselves.

But over the years, I learned that documentation - those small, everyday details - can make or break even the smartest tax strategy.

If you work with clients who own cabins, beach houses, or even short-term rentals, you know how common it is for them to say, “But I was doing maintenance!” Unfortunately, the IRS needs more than intention — they want documented proof: time logs, receipts, and consistent planning before the year ends.

What I love about diving into cases like this is that they aren’t just stories about tax code.

They’re lessons on proactive tax leadership:

✅ Teaching clients how to protect themselves before tax season
✅ Guiding them through gray areas with clarity and confidence
✅ Positioning yourself as the trusted professional they call first

This is what we talk about every week inside The Executive Touch: not just tax theory, but how to truly lead your practice and build client trust.

✨ If you’ve ever had a client with a second home, short-term rental, or vacation property — or you simply want to sharpen your own strategy to keep clients compliant and protected — this read is for you.

Feel like this would be valuable in your practice? Send me a DM to read the full article and click that 👍🏼 button.

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I’m Angie T — a CPA and tax strategist building The Executive Touch, the community where smart tax pros go to grow.

Let’s keep elevating the industry together. 💼🔥

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