Tax Section Odyssey cover art

All Episodes

Tax Section Odyssey — 119 episodes

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Title
1

Out of deadline mode: A post tax season reset

2

Protective claims, client alerts and Kwong: A practitioner playbook

3

AICPA experts discuss minimum standards for tax preparers

4

2025 filing season: What clients are getting wrong (and how to respond)

5

Tariffs on Trial: What the Supreme Court Ruling Means for Tax Practitioners

6

Trump Accounts are coming — and you need to be ready

7

Name, image, likeness — and taxes: What NIL means for student athletes and CPAs

8

Intentional tax practice — Setting the course for 2026

9

Reimagining firm ownership — Life after the sale

10

Reimagining firm ownership — Selling smart in a changing environment

11

Reimagining firm ownership — Building and growing a modern practice

12

Tax planning unleashed

13

Government Shutdown & IRS Updates

14

Decoding Tax Misinformation on H.R. 1 with Annette Nellen

15

Navigating recent IRS guidance on R&E expenses

16

Unlocking the future of tax research with AI

17

ERC — Legislative updates to processing and examinations

18

BBB Crossover Special: Tax and planning strategies under the new law

19

Latest Tax Proposals: Real-time Tax and Financial Planning Conversations

20

Maximizing Your Conference Experience: Tips and Strategies for Success

21

PTET SALT deduction: AICPA's "No. 1 priority"

22

Expert insights on the future of tax reporting for digital assets

23

Understanding Tariffs: Implications for Tax Practitioners

24

Mastering disaster tax relief

25

ERC updates & deadlines – Revised to incorporate new IRS FAQs

26

ERC updates & deadlines

27

Tax season survival guide

28

Learning to listen differently to your clients and expand your advisory role

29

Navigating professional risk: Identifying conflicts of interest and high-risk clients

30

Leveraging technology for a better client experience

31

Finding your passion for tax with Tony Nitti

32

Tax talk 2025 — Policies, provisions and perspectives

33

2025 tax preview: Perspective from an AICPA tax policy advocate

34

Say "I do" to engagement letters

35

Analysis, clarity and a quiz: A preview of the National Tax Conference

36

Demystifying IRS guidance on digital assets

37

Harnessing Technology: The Future of Tax Advisory

38

Global Tax Trends: What CPAs Need to Know Now

39

Chevron doctrine overturned: Implications for tax professionals

40

PTET refund roadmap — Expert insights with Dave Kirk

41

Unraveling the IRS's ERC processing path

42

Tax policy deep dive — ERC, BOI and IRS performance

43

Unpacking Supreme Court decision — Moore v. U.S. with Tony Nitti

44

ENGAGE download – Wins and takeaways

45

What you need to know about BEPS 2.0: Pillar One and Pillar Two

46

Post-April 15: Top-of-mind tax advocacy topics, including the ERC

47

From filing cabinets to cloud — Records management in the digital age

48

A radical approach to client relationship building

49

Deadline Dilemmas: Navigating Tax Extensions and Risks

50

Digital asset playbook: Part 3 — Reporting requirements

51

Clearing up BOI confusion and other tax advocacy updates

52

What's under the hood — Superseded returns

53

Digital asset playbook: Part 2 — The loss ledger

54

Digital asset playbook: Part 1 — Questions and misconceptions

55

Worker classification 101 and the risks of misclassification

56

Tax time toolkit – Navigating the start of filing season

57

Traversing the beneficial ownership information reporting requirements

58

Finding harmony between soft and technical skills in a digital world

59

All eyes on Moore v. U.S. plus a history lesson on tax cases

60

Sifting through ERC questions | Tax Section Odyssey

61

Looking back at 2023 and looking ahead to 2024

62

Chronicles of an M&A tax professional

63

ERC suspended: What happens next

64

Understanding cybersecurity insurance (and why you need it)

65

Red flags and green lights when buying a CPA practice

66

Questions to ask clients about digital asset activities

67

Recruit, retain and repeat

68

S corps and Revenue Ruling 2008-18 F reorgs with Tony Nitti

69

Disrupting your technology with Jason Staats

70

Accounting transformation with Donny Shimamoto

71

The 5 Ws of beneficial ownership information (BOI) reporting

72

The digital download — ChatGPT, AI and data security

73

The pizza tracker protocol for tax season and other solutions

74

Employee retention credit and professional responsibilities

75

Behind the scenes of disaster tax relief

76

Tax season pulse check — ChatGPT, 1099-K and digital assets

77

6 reasons an S corporation wouldn't need a PLR

78

Why tax is crucial to ESG principles

79

When to call an audible on the passthrough entity tax

80

Uncovering the intricacies — Schedules K-2 and K-3

81

Tax potpourri — Form 1099-K, Schedules K-2/K-3 and tax legislation

82

Managing your risk with engagement letters

83

Advice for when it's time to say goodbye (to clients)

84

Tax practice resiliency and due dates

85

Shaping the future of tax standards — SSTSs

86

Cybersecurity Lab — Building a nimble cybersecurity response plan

87

Reconciling ERC claims with reality

88

Take 2 — New IRS funding in the Inflation Reduction Act

89

Inside look at the Inflation Reduction Act

90

Q&A on ERC, tax legislation and IRS woes

91

Mythbust and maximize the employee retention credit

92

Amplifying growth — thought leadership for client business advancement

93

Blueprint for tax technology and digital optimization

94

Playbook for surviving and thriving in year one for a CPA firm

95

3 top-of-mind items for the tax season homestretch

96

State implications with the PTE tax

97

Finding the sweet spot in tax planning and technology

98

Transitional challenges for Schedules K-2 and K-3

99

Being proactive with your cybersecurity game

100

Bonus edition — IRS woes and possible remedies

101

Tax season déjà vu in 2022

102

New year's resolutions for tax practitioners

103

To amend or not to amend — that is not the only question

104

Finding your tax nirvana with Tony Nitti

105

K-2/K-3 — Making sense of new international passthrough reporting

106

Special edition: Update on recent tax legislation

107

Why international tax is a big deal for every tax practitioner

108

2021 top tax issues commentary

109

Dissecting the latest in the world of crypto assets and taxes

110

Pivot from tradition — Innovative approaches to billing

111

Road to recovery — Primer on disaster tax relief

112

Confessions from a CPA overachiever on professional growth

113

ERC — what we know now

114

Finalizing tax returns when you don't have all the answers

115

Summer housekeeping reminders for tax practitioners

116

The future focused tax practitioner

117

Talking to clients about the advanced child tax credit before July

118

Challenges with contingency fees and the ERC

119

A look towards the horizon for potential tax legislation