All Episodes
Federal Tax Updates — 86 episodes
The $50 Million Bottleneck Inside the IRS CAF System
Off-Season, On Notice: Refund Deadlines and a New IRS
Live from the NAEA Fly-In: A Filing Season Debrief
Don't Cool Off Yet: Post-Tax Season Actions That Matter
Hackers Don't Take Tax Season Off
Free Money on the Table: What the Kwong Case Means for Your Clients
40% Through: Filing Season Updates & Legislative Chaos
Tips, Overtime, and Meals: What's Actually Happening This Filing Season
"Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season
Washington Watch: Filing Season Pressures and Legislative Gridlock
2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm
Navigate the One Big Beautiful Bill Act for Tax Season 2026
Why That $350K Practice Isn't Worth What You Think
Getting the Band Back Together: Former Commissioner Werfel on IRS Challenges Ahead
38 Minutes of Access: Inside a Real Tax Office Hack
Building a Year-Round Practice Through Representation Work
AI for Tax Professionals: Beyond the Hype
The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm
No Tax on Tips: Who Made the List and What It Means
Even More on the Big Beautiful Bill
Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution
One Big Beautiful Bill Passes: Everything You Need to Know
Your Client Data Is Under Attack: An IRS Agent's Warning
The Big Beautiful Bill: Summer Tax Drama Unfolds
Beyond the Resume: Why Skills Testing is the Future of Accounting Hires
Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS
Tax Season Aftermath
Inside the IRS: A Conversation with Terry Lemons
Replay: Surviving a Cyber Attack
Circular 230 Changes: What Practitioners Need to Know
BOI Relief, Tax Reform, and IRS Restructuring
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights
IRS Funding, Tax Gaps, and Modern Tech
Tax Season Kickoff
Crypto for Tax Pros
Achieve 10X Growth for Your Firm: The Firm Owner's Playbook
Tax Season 2025: Changes, Challenges, and Uncertainties
Post-Election Tax Landscape
1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing
What You Need to Know About Beneficial Ownership Information Reporting | Part 2
What You Need to Know About Beneficial Ownership Information Reporting | Part 1
How Modern Firm Owners are Addressing Common Industry Woes
Elections, Tax Changes, and Compliance Deadlines
Live From The Dallas IRS Tax Forum
New Programs, Looming Deadlines, and Forum Insights
The ERC Landscape with Hale Sheppard
Solving the Staffing Crisis in Accounting Firms
What Small Businesses Need to Know about New Overtime Rules
Handling IRS Notices Like a Pro
Summer Strategies for Savvy Tax Professionals
Roger Testifies to Congress About The Corporate Transparency Act
Tax Season Reflections
Post-Tax Season Tune-Up
Surviving a Cyber Attack
Charting Through the 2024 Tax Season Maelstrom
Corporate Transparency Act Ruled Unconstitutional
Excerpt: Corporate Transparency Act Ruled Unconstitutional
Ready, Set, File! Tax Season 2024 Updates
Navigating New Beneficial Ownership Rules
Your 2024 Tax Season Cheat Sheet
Why Become an EA
The Long Road to Tax Certainty
Fraud Claims and Client Trust
Building Financial Literacy and Trust with Small Business Clients
Getting Ready for the 2024 Tax Season
How to Withdraw an Employee Retention Credit (ERC) Claim
Navigating Entity Selection for Small Businesses
IRS Imposes Moratorium on ERC
Roger Testifies to Congress About ERTC
Gearing Up for Q4: Tax Prep Tips and Insights
The ERC Rollercoaster Continues
Level Up: Tax Practice Growth Tips
Tax Planning for 2023: Provisions on the Chopping Block
Making Changes to Your Tax Firm: A Summer Reflection
The Dirty Dozen Tax Scams of 2023
Post Tax Season Firm Improvements
Handling Incorrect ERC Claims
Reflecting on the 2023 Tax Season and Planning for 2024 & Beyond
Corporate Transparency Act of 2021
Form 4868: Extension of Time To File U.S. Individual Income Tax Return
Breaking Down the SECURE Act 2.0
Tip Jars - Where Policy and Politics Collide
Don’t Miss These Deductions or Credits
State of the IRS
Tax Season Kickoff
The Best Tax Podcast for CPAs, EAs, and Tax Preparers