2025 Tax Technology Trends and CPA Industry Insight with Wolters Kluwer SVP Dean Sonderegger

The Essential Tax Podcast with Mishkin Santa, Episode 22 In this episode of The Essential Tax Podcast, Mishkin Santa with Dean Sonderegger, Senior Vice President and General Manager, Canada and Research & Learning of Wolters Kluwer Tax and Accounting North America. Tune in for these key takeaways: * The impact of labor shortages in the CPA industry, emphasizing the importance of leveraging technology and non-credentialed employees to improve efficiency and maintain service quality. * The benefits and challenges of outsourcing, both onshore and offshore, highlighting how firms can maintain data protection and compliance while optimizing resources. * The evolution of remote and hybrid work environments, the need for better communication with clients, and the ways firms are adapting to ensure employee growth and client satisfaction. * The role of private equity in the CPA industry, the potential of AI and technology to transform tax practices, and how firms can remain competitive amidst a wave of retiring CPAs. Learn more about Dean Sonderegger:  * Visit the Tax and Accounting page on Wolters Kluwer’s website: https://www.wolterskluwer.com/en/tax-and-accounting  * View Dean’s profile on Wolters Kluwer’s website: https://www.wolterskluwer.com/en/experts/dean-sonderegger  * Connect with Dean on LinkedIn: https://www.linkedin.com/in/deansonderegger  * Follow Wolters Kluwer on LinkedIn: ​​https://www.linkedin.com/company/wolterskluwertaaus  * Visit Wolters Kluwer’s YouTube Channel: https://www.youtube.com/WoltersKluwerTAAUS  * Follow Wolters Kluwer on Facebook: https://www.facebook.com/wolterskluwer *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that make your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast:  * https://www.youtube.com/@TheWolfGroupPC  * Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944  * Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa:  * Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta  * Follow The Wolf Group, P.C. on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc  * Read Mishkin’s bio on Wolf Group, P.C.’s website: https://thewolfgroup.com/our-people/mishkin-santa