All Episodes
Tax Section Odyssey — 121 episodes
Tax noise vs. reality: IRS insights & practitioner perspectives
Beyond the script: Improv for advisory confidence
Out of deadline mode: A post tax season reset
Protective claims, client alerts and Kwong: A practitioner playbook
AICPA experts discuss minimum standards for tax preparers
2025 filing season: What clients are getting wrong (and how to respond)
Tariffs on Trial: What the Supreme Court Ruling Means for Tax Practitioners
Trump Accounts are coming — and you need to be ready
Name, image, likeness — and taxes: What NIL means for student athletes and CPAs
Intentional tax practice — Setting the course for 2026
Reimagining firm ownership — Life after the sale
Reimagining firm ownership — Selling smart in a changing environment
Reimagining firm ownership — Building and growing a modern practice
Tax planning unleashed
Government Shutdown & IRS Updates
Decoding Tax Misinformation on H.R. 1 with Annette Nellen
Navigating recent IRS guidance on R&E expenses
Unlocking the future of tax research with AI
ERC — Legislative updates to processing and examinations
BBB Crossover Special: Tax and planning strategies under the new law
Latest Tax Proposals: Real-time Tax and Financial Planning Conversations
Maximizing Your Conference Experience: Tips and Strategies for Success
PTET SALT deduction: AICPA's "No. 1 priority"
Expert insights on the future of tax reporting for digital assets
Understanding Tariffs: Implications for Tax Practitioners
Mastering disaster tax relief
ERC updates & deadlines – Revised to incorporate new IRS FAQs
ERC updates & deadlines
Tax season survival guide
Learning to listen differently to your clients and expand your advisory role
Navigating professional risk: Identifying conflicts of interest and high-risk clients
Leveraging technology for a better client experience
Finding your passion for tax with Tony Nitti
Tax talk 2025 — Policies, provisions and perspectives
2025 tax preview: Perspective from an AICPA tax policy advocate
Say "I do" to engagement letters
Analysis, clarity and a quiz: A preview of the National Tax Conference
Demystifying IRS guidance on digital assets
Harnessing Technology: The Future of Tax Advisory
Global Tax Trends: What CPAs Need to Know Now
Chevron doctrine overturned: Implications for tax professionals
PTET refund roadmap — Expert insights with Dave Kirk
Unraveling the IRS's ERC processing path
Tax policy deep dive — ERC, BOI and IRS performance
Unpacking Supreme Court decision — Moore v. U.S. with Tony Nitti
ENGAGE download – Wins and takeaways
What you need to know about BEPS 2.0: Pillar One and Pillar Two
Post-April 15: Top-of-mind tax advocacy topics, including the ERC
From filing cabinets to cloud — Records management in the digital age
A radical approach to client relationship building
Deadline Dilemmas: Navigating Tax Extensions and Risks
Digital asset playbook: Part 3 — Reporting requirements
Clearing up BOI confusion and other tax advocacy updates
What's under the hood — Superseded returns
Digital asset playbook: Part 2 — The loss ledger
Digital asset playbook: Part 1 — Questions and misconceptions
Worker classification 101 and the risks of misclassification
Tax time toolkit – Navigating the start of filing season
Traversing the beneficial ownership information reporting requirements
Finding harmony between soft and technical skills in a digital world
All eyes on Moore v. U.S. plus a history lesson on tax cases
Sifting through ERC questions | Tax Section Odyssey
Looking back at 2023 and looking ahead to 2024
Chronicles of an M&A tax professional
ERC suspended: What happens next
Understanding cybersecurity insurance (and why you need it)
Red flags and green lights when buying a CPA practice
Questions to ask clients about digital asset activities
Recruit, retain and repeat
S corps and Revenue Ruling 2008-18 F reorgs with Tony Nitti
Disrupting your technology with Jason Staats
Accounting transformation with Donny Shimamoto
The 5 Ws of beneficial ownership information (BOI) reporting
The digital download — ChatGPT, AI and data security
The pizza tracker protocol for tax season and other solutions
Employee retention credit and professional responsibilities
Behind the scenes of disaster tax relief
Tax season pulse check — ChatGPT, 1099-K and digital assets
6 reasons an S corporation wouldn't need a PLR
Why tax is crucial to ESG principles
When to call an audible on the passthrough entity tax
Uncovering the intricacies — Schedules K-2 and K-3
Tax potpourri — Form 1099-K, Schedules K-2/K-3 and tax legislation
Managing your risk with engagement letters
Advice for when it's time to say goodbye (to clients)
Tax practice resiliency and due dates
Shaping the future of tax standards — SSTSs
Cybersecurity Lab — Building a nimble cybersecurity response plan
Reconciling ERC claims with reality
Take 2 — New IRS funding in the Inflation Reduction Act
Inside look at the Inflation Reduction Act
Q&A on ERC, tax legislation and IRS woes
Mythbust and maximize the employee retention credit
Amplifying growth — thought leadership for client business advancement
Blueprint for tax technology and digital optimization
Playbook for surviving and thriving in year one for a CPA firm
3 top-of-mind items for the tax season homestretch
State implications with the PTE tax
Finding the sweet spot in tax planning and technology
Transitional challenges for Schedules K-2 and K-3
Being proactive with your cybersecurity game
Bonus edition — IRS woes and possible remedies
Tax season déjà vu in 2022
New year's resolutions for tax practitioners
To amend or not to amend — that is not the only question
Finding your tax nirvana with Tony Nitti
K-2/K-3 — Making sense of new international passthrough reporting
Special edition: Update on recent tax legislation
Why international tax is a big deal for every tax practitioner
2021 top tax issues commentary
Dissecting the latest in the world of crypto assets and taxes
Pivot from tradition — Innovative approaches to billing
Road to recovery — Primer on disaster tax relief
Confessions from a CPA overachiever on professional growth
ERC — what we know now
Finalizing tax returns when you don't have all the answers
Summer housekeeping reminders for tax practitioners
The future focused tax practitioner
Talking to clients about the advanced child tax credit before July
Challenges with contingency fees and the ERC
A look towards the horizon for potential tax legislation