Tackling Tax

Forvis Mazars Tax Director Brit Moreland joins hosts Iris Laws and Devin Tenney to discuss the latest trends and policy decisions in real estate and housing. 

On this episode, we’ll focus on the U.S. Customs and Border Patrol’s CAPE system, which is the platform allowing importers of record and their brokers to start the process for getting back International Emergency Economic Powers Act (IEEPA) tariff refunds. We welcome Michael Cornett from our Washington National Tax Office.

On this episode, we’ll focus on debt instruments and what happens when debt is amended or modified, which can provide some unwelcome surprises. We welcome Howard Wagner, managing director in our Washington National Tax Office, and Jack Gillespie from our Tax Specialty group, to break down what you should be thinking about to work through deals and manage cash flow.

On this episode, we’ll talk with our Tax Transformation team to understand what makes tax functions successful and efficient. We welcome Kelly Necessary, the leader of the group, and Jenna Stutz, a managing director with the team.

On this episode, we’ll explore today’s clean energy landscape, with a specific focus on what it takes to sell credits and what to consider when buying them. We welcome David Burton, partner with the law firm Norton Rose Fulbright, and Richard Dovere, founder and chief executive officer of Dispatch Energy.  

On this episode, we’ll explore topics ranging from bonus depreciation to the timing of methods during a transaction with Nathan Clark and Brittany Cummings on our Tax Methods team.

On this episode, we’ll explore tariffs and global trade with Michael Cornett, managing director with our Washington National Tax Office. Note: This episode was recorded prior to the Supreme Court issuing their decision that struck down tariff issued under IEEPA. For more information and discussion about the tariff decision and related next steps, listen to our short “Breaking Update” episode found on our website and other podcast platforms.  

In this special breaking news edition of Tackling Tax, we cover the major Supreme Court decision issued on February 20, 2026, regarding the International Emergency Economic Powers Act (IEEPA). The Court has overturned President Trump's IEEPA tariffs, ruling that the act does not authorize the president to impose such tariffs. Director Iris Laws and Managing Director Michael Cornett briefly break down the 170-page decision to explain what this means for the future of trade, the validity of current international agreements, and the complex path ahead for importers seeking refunds.

On this episode, we’ll explore what’s going on at the IRS, what taxpayers may be facing when it comes to exams, and more. We welcome Kristin Gutting, Caitlyn Meehan, and Karen Fleming with the Tax Controversy Group at Forvis Mazars.

On this episode, we’ll examine what the American Institute of CPAs (AICPA) is doing to influence tax policy and guidance, as well as look ahead to tax issues that will likely take center stage in 2026. We welcome Kristin Esposito, director of tax policy and advocacy at the AICPA.

On this episode, we’ll look at opportunities and potential traps regarding compensation and benefit plans, which play a critical role in a company’s culture. We welcome co-host Devin Tenney, a director in the Washington National Tax Office and leader of the Executive Compensation and Employee Benefits Practice at Forvis Mazars.

On this episode, we’ll delve into the world of aviation with items you’ll want to know if you lease, own, charter, or are just interested in airplanes. We welcome Katie Simmons and John Buchanan, two leaders of the firm’s aviation consulting practice.

On this episode, we’ll talk through an opportunity to exclude gain on the sale of qualified small business stock. We welcome Howard Wagner and Nick Zoyhofski, two leaders of the firm’s 1202 practice.

On this episode, we’ll dive into year-end planning and the strategies you could consider heading into 2026. We welcome Spencer Heywood and Michael Cornett to highlight planning topics to be aware of for the new year.

This week on Tackling Tax, we’ll explore opportunity zones, which aim to stimulate new investment in economically distressed communities, and how they could benefit you.

On this episode, we’ll look at the New Markets Tax Credit (NMTC) and the opportunities it could offer you. We’ll discuss changes to the credit due to the One Big Beautiful Bill Act (OB3) and some practical considerations for businesses. We welcome Wes Ernst and Mike Roney with the NMTC team at Forvis Mazars for a unique perspective on the incentive.

This week on Tackling Tax, we’ll explore the OB3’s impact on estate planning and wealth strategy.

In this week’s episode of Tackling Tax, we break down how OB3 affects nonprofits—focusing on endowment and executive compensation taxes.

On this episode, we’ll look at ways that the One Big Beautiful Bill Act affects mergers and acquisitions (M&A) and cover our top five considerations for those contemplating a transaction. We welcome Howard Wagner from our Washington National Tax Office and Todd Reinstein, a partner in our firm who focuses on structuring and M&A Planning. 

On this episode, we’ll look into some of the biggest changes in the world of compensation and benefits including those from the One Big Beautiful Bill Act (OBBBA), as well as some of those from the first and second SECURE Acts. We welcome Dave Graf, a leader in the Private Client practice at Forvis Mazars who specializes in qualified retirement plans. 

Eric Flueckiger, a partner with our international tax specialty practice, and Michael Cornett, the international tax leader in in our Washington National Tax Office, will look at how the One Big Beautiful Bill Act affects international tax concepts.

In this week’s episode of Tackling Tax, we’ll explore renewables and clean energy tax credits.

In this week’s episode of Tackling Tax, we’ll delve into the Tax Act and more.

We bring you our “top ten” provisions that may impact you most.

In this week’s Tackling Tax, we’ll delve into digital assets and stablecoin.

In this week’s Tackling Tax, we’ll delve into state and local tax issues.

In this week’s Tackling Tax, we’ll take an in-depth look at the reconciliation tax package.

In this week’s Tackling Tax, we examine the changing landscape of tariffs and how we've gotten here.

Introducing Tackling Tax—a Forvis Mazars podcast. We’ll bring you the latest on tax policy and strategies—but in a way that you can actually use and understand. Whether you’re looking for intel into tax bills, global tax implications, or planning insights for your business, you’re in the right place. Listen every other week for more from our guests, which include everyone from university scholars to industry experts to the firm’s experienced leaders.