PODCAST · education
The Essential Tax Podcast
by Mishkin Santa, The Wolf Group
In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax, guiding you through a range of tax topics in a way that cuts through the jargon, acronyms, and complexities that make your eyes glaze over, so that you can understand the latest developments and how they relate to you.
Episodes
-
October 2026 Hot Tax Topics - Offshore Secrets & Foreign Pension Pitfalls: New US-UK Whistleblower Program and the Malta QROPs Trap
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
IRS Announces New Digitally Authenticated Tax Compliance Reports
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
Gold, Silver & PFICs: QEF Elections, Private Letter Rulings & IRS Relief with Austin Carlson
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 10 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Austin C. Carlson, JD, CPA, Partner at Gray Reed. As a business lawyer and CPA, Austin brings a unique and rare set of skills and perspectives to every area…
more -
Coming Soon: IRS Announces Major Update to Offshore Voluntary Disclosure Program
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
Navigating US-India Cross-Border Income Tax with Rajvi Shah
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 8 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Rajvi Shah, CA, specialized Chartered Accountant. Rajvi manages business development at CBV & Associates, LLP, and she specializes in international tax...
-
AI, Tax & The Future: 2026 Nexia North America Conference Debrief
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
2026 Citizenship and Residency by Investment (including Global Mobility Trends) with Christopher Ott of Henley & Partners
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 8 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Christopher Ott, Private Client Advisor at Henley & Partners in Washington, DC. Chris brings a capital markets mindset to relationship-driven advisory work....
-
Behavioral Finance for Better Financial Planning with Anthony Lombard, CFP
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 7 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Anthony Lombard, CFP, founder of Noteworthy Financial. Anthony has 20+ years’ experience in the financial industry. He grew up in Buffalo and Rochester, NY…
more -
2026 Malta Permanent Residence, Citizenship & Tax Planning with Dr. Jean-Philippe Chetcuti
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 6 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Dr. Jean-Philippe Chetcuti, Senior Managing Partner at Chetcuti Cauchi Advocates, in Valletta, Malta. Dr. Chetcuti co-founded the firm and acts as the firm’s...
-
2026 International Tax Planning Update with Frederic Behrens
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 5 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Frederic Behrens, CFP. Frederic is a Partner in the New York office at Cerity Partners, where he provides investment management and financial advisory services...
-
2026 US-Belgium Cross-Border Tax Update with Erik Sansen
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 4 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Erik Sansen, Founding Partner and Attorney at Sansen International Tax Lawyers, a Belgian boutique law firm specializing in international tax law. After a…
more -
Unlocking Austrian Citizenship with Nadine Anderson
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 3 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nadine Anderson, Associate, Wolf Theiss. Nadine is an immigration attorney that holds degrees in both business law and finance. She began her career focusing…
more -
Tax Kryptonite: Surviving PFICs with Mary Beth Lougen
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 2 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Mary Beth Lougen, EA, USTCP. Mary Beth is the President and Founder of American Expat Tax Services, which is an international tax preparation firm that assists...
-
The 2026 Estate Plan Playbook with John Dedon
The Essential Tax Podcast with Mishkin Santa Season 3, Episode 1 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with John P. Dedon, Of Counsel, Cameron Ingersoll Roche PLLC. John is a tax lawyer with a talent for explaining the complexities of tax law in lay terms. He has...
-
Direct Deposit Abroad: Expat and Non-Resident Solutions with Rebecca Mowat from Currencies Direct
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 18 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Rebecca Mowat, Senior Partnerships Director, Currencies Direct. Currencies direct was established in 1996 and is headquartered in London, England. Rebecca is…
more -
From Green Card to US Citizen with Immigration Attorney Becki L. Young
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 17 In this episode of The Essential Tax Podcast, Mishkin Santa visits with attorney Becki L. Young, Partner, Grossman Young & Hammond. Becki was recently recognized by Business Today as one of the Top 10 Most Influential Business...
-
All things FATCA, CRS, and CARF with Elizabeth McMorrow
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 16 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Elizabeth McMorrow, JD, LL.M., owner at Elizabeth McMorrow Law, LLC. Prior to starting her law firm, Elizabeth served as in-house counsel at The Coca-Cola...
-
2026 FIRPTA Update with David Roche of KVS Title
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 15 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David Roche, JD. David is a practicing Attorney with KVS Title, LLC. He has been employed with KVS for 14 years and has been working in the business for 23+...
-
Cross-Border Conversations: The 2025 US-Austria Tax Edition with Christina Pichler
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 14 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Mag. Christina Pichler, owner, auditor & tax advisor at Fidesta Consulting and Taxes, located in Wein, Austria. Christina is an attorney and has worked as a...
-
From Washington, DC to Lisbon, Portugal: 2025 Cross-Border Developments with Catarina Breia
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 13 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Catarina Breia, Partner & Head of Tax at Nexia – Santos Carvalho & Associados, SROC, S.A. Catarina leads the tax consulting division at Nexia – Santos…
more -
From Green to Gold to Platinum Cards: Immigration Attorney Jason Levy’s Insights
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 12 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Jason Levy, JD, Counsel at Grossman, Young & Hammond. Jason has been practicing law in the United States for over 28 years. Previously, Jason served as Senior...
-
2025 Transfer Pricing Update with Nghi Huynh
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 11 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nghi Huynh, Transfer Pricing Partner-in-Charge, Armanino Advisory LLC. Nghi is a proven tax professional with over 20 years of experience in transfer pricing,...
-
Tax Practitioners Social Media/Influencer Guidance, Charitable Contribution Update, & IRS Refunds
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 10 In this episode of The Essential Tax Podcast, your host, Mishkin Santa, dives into some hot tax topics for #InternationalPodcastDay. Tune in for these key takeaways: Social media & Influencer guidance for tax practitioners and...
-
New! The Gold Card – Don’t Leave Home Without It!
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
2025 FinCEN Form 114 (FBAR) Update and Latest News
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 9 In this episode of The Essential Tax Podcast, Mishkin Santa discusses recent news items related to FinCEN Form 114 (FBAR) requirements, and how they will affect US and international tax reporting. Tune in for these key takeaways: A...
-
Substantiation for Conversion of Personal Residence to Rental
Title: Substantiation for Conversion of Personal Residence to Rental Property Show Notes: Smith v. Commissioner, T.C. Memo 2025-24 (March 24, 2025) Treasury Regulation 1.167(g)-1: https://www.law.cornell.edu/cfr/text/26/1.46-3 About The Essential Tax Podcast: In each episode of The Essential Tax...
-
Placed in Service Rules Update
Title: Placed in Service Rules Update Show Notes: Lentine v. Commissioner, T.C. Docket No. 12443-21 (March 25, 2025) Treasury Regulation 1.167(a)-10: https://www.law.cornell.edu/cfr/text/26/1.167(a)-10 Treasury Regulation 1.46-3: https://www.law.cornell.edu/cfr/text/26/1.46-3 About The Essential...
-
Foreign Rental Property and Qualified Business Reporting
Title: Foreign Rental Property and Qualified Business Reporting Show notes: IRS: Form 8858: https://www.irs.gov/pub/irs-pdf/f8858.pdf IRC 168: https://www.law.cornell.edu/uscode/text/26/168 Treasury Regulation 1.989(a)-1: https://www.law.cornell.edu/cfr/text/26/1.989(a)-1About The Essential Tax...
-
2025 Deep Dive into Non-Willful Statements for Streamlined Filings with Austin Carlson
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 8 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Austin C. Carlson, JD, CPA, Partner at Gray Reed. As a business lawyer and CPA, Austin brings a unique and rare set of skills and perspectives to every area of...
-
An Overview of VAT Rules for US Companies Doing Business in Europe with Nick Hart, Michael Salman, and Tobias Barkschat
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 8 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nick Hart, VAT Partner, Saffery – United Kingdom; Michael Salman, Director, Nexia DHW – Netherlands; and Tobias Barkschat – Senior Manager, Nexia GmbH –…
more -
2025 OB3 Select Topics with Austin Carlson – Updates to QOZ, Bonus Depreciation, QSBS
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 6 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Austin C. Carlson, JD, CPA, Partner at Gray Reed. As a business lawyer and CPA, Austin brings a unique and rare set of skills and perspectives to every area of...
-
2025 The One Big Beautiful Bill Act (OB3) – Client Webinar
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 5 In this episode of The Essential Tax Podcast, Mishkin presents and analyzes a brief history and some significant tax provisions of the One Big Beautiful Bill Act (OB3) that was recently signed into law by President Trump. Tune in…
more -
Mini-Podcast: One Big Beautiful Bill Act’s Modification to Gambling Loss Deductions
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
Mini-Podcast: The Final Version of the Remittance Transfer Tax
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
Mini-Podcast: Amended US Individual Tax Return Processing Times and Updates
Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and...
-
Cyprus-US Cross Border Tax and Residency By Investment Update for 2025
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 4 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Eleni Drakou, Partner at Michael Kyprianou Law Firm, Limassol, Cyprus. Eleni holds a law degree from the Aristotle University of Thessaloniki in Greece and a...
-
The Intersection of US Tax and Immigration Laws in 2025 with Immigration Attorney Becki L. Young
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 3 In this episode of The Essential Tax Podcast, Mishkin Santa visits with attorney Becki L. Young, Partner, Grossman Young & Hammond. Becki was recently recognized by Business Today as one of the Top 10 Most Influential Business...
-
2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot Partners
The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 2 - 2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot Partners In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Tom Howard, CA, Associate Director of Taxation Advisory at Pilot Chartered...
-
Review of the 2025 House Tax Bill – The One, Big, Beautiful Bill
The Essential Tax Podcast with Mishkin Santa, S2 E1 In this episode of The Essential Tax Podcast, Mishkin Santa summarizes key points of the recently proffered House Tax Bill—the “One Big, Beautiful Bill.” A version of this Bill could be signed into law as early as July 2025. Mishkin reviews a…
more -
2025 IRS International Tax Amnesty & Offshore Voluntary Disclosure Update with David Warner
The Essential Tax Podcast with Mishkin Santa, Episode 30 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David J. Warner, Tax Attorney & Shareholder at Holtz, Slavett & Drabkin, a tax controversy and tax litigation law firm with nine former IRS attorneys. Tune in for these...
-
IRS Form W9 vs. W8-BEN – What Form to Use and When for Individuals
Give a listen to our first mini episode of The Essential Tax Podcast! In this mini-episode, Mishkin provides individual taxpayers with a great overview of the nuances between IRS Forms W9 and W8-BEN. Resource Links: US Tax Residents: Form W9 - https://www.irs.gov/pub/irs-pdf/fw9.pdf Form 1099-B -...
-
2025 US-Spain Cross Border Tax Planning Update Part I with Carlos Gimeno
The Essential Tax Podcast with Mishkin Santa, Episode 29 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with International Tax Lawyer, Carlos Gimeno. The rules for tax residency in Spain, including the importance of understanding the 183-day rule and the concept of sporadic...
-
Giving Back: Pro Bono Tax Services for Human Trafficking Survivors with David Muenzer
The Essential Tax Podcast with Mishkin Santa, Episode 28 In this episode of The Essential Tax Podcast, Mishkin Santa with David Muenzer, a Certified Financial Education Instructor℠. Tune in for these key takeaways: - The importance and process of providing pro bono tax compliance and financial...
-
2025 Taxation of Digital Assets and Cryptocurrency with Joshua Smeltzer
The Essential Tax Podcast with Mishkin Santa, Episode 27 In this episode of The Essential Tax Podcast, Mishkin Santa welcomes back “frequent flyer” guest, Joshua Smeltzer. Joshua is a Tax and Corporate Lawyer at Gray Reed, a full-service Texas law firm with a comprehensive range of litigation and...
-
2025 US-Italy Cross-Border Tax Update with Dirk Prato & Paolo Pagani
The Essential Tax Podcast with Mishkin Santa, Episode 26 In this episode of The Essential Tax Podcast, Mishkin Santa with Dirk Prato & Paolo Pagani, tax professionals from HAGER & PARTNERS, an independent consultancy firm for national and international tax and company law, corporate finance and...
-
2025 Tax Season Work-Life Harmony with Special Guest Amy Vetter
The Essential Tax Podcast with Mishkin Santa, Episode 25 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute. Amy is a transformative leader blending business expertise with mindfulness. As an author and...
-
A New Frontier in Private Equity Acquisitions of CPA and Tax Firms with Jason Kadow
The Essential Tax Podcast with Mishkin Santa, Episode 24 In this episode of The Essential Tax Podcast, Mishkin Santa with Jason Kadow, Regional Managing Partner and Director of M & A at KMA, a full-service business accounting and financial services firm, dedicated to providing management...
-
2025 Tax Season – How to deal with the Mental and Physical Stressors
The Essential Tax Podcast with Mishkin Santa, Episode 23 In this episode of The Essential Tax Podcast, Mishkin Santa with Lisa Sparagna, whose journey into mindfulness and meditation spans nearly two decades. Lisa's mission is simple yet profound: to create a nurturing space where each person can...
-
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…
more -
2025 US Individual and Business Tax Law Changes: What to Expect with Russell Sullivan
The Essential Tax Podcast with Mishkin Santa, Episode 21 In this episode of The Essential Tax Podcast, Mishkin Santa features Russell Sullivan, a tax expert, attorney, and shareholder at Brownstein Hyatt Farber Schreck. He is also Chair of Brownstein’s National Tax Policy Group. Tune in for these...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax, guiding you through a range of tax topics in a way that cuts through the jargon, acronyms, and complexities that make your eyes glaze over, so that you can understand the latest developments and how they relate to you.
HOSTED BY
Mishkin Santa, The Wolf Group
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Essential Tax Podcast have?
The Essential Tax Podcast currently has 71 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Essential Tax Podcast about?
In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax, guiding you through a range of tax topics in a way that cuts through the jargon, acronyms, and complexities that make your eyes glaze over, so that you can understand the latest developments and how they...
How often does The Essential Tax Podcast release new episodes?
The Essential Tax Podcast has 71 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Essential Tax Podcast?
You can listen to The Essential Tax Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Essential Tax Podcast?
The Essential Tax Podcast is created and hosted by Mishkin Santa, The Wolf Group.
URL copied to clipboard!