The Essential Tax Podcast cover art

All Episodes

The Essential Tax Podcast — 60 episodes

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Title
1

Unlocking Austrian Citizenship with Nadine Anderson

2

Tax Kryptonite: Surviving PFICs with Mary Beth Lougen

3

The 2026 Estate Plan Playbook with John Dedon

4

Direct Deposit Abroad: Expat and Non-Resident Solutions with Rebecca Mowat from Currencies Direct

5

From Green Card to US Citizen with Immigration Attorney Becki L. Young

6

All things FATCA, CRS, and CARF with Elizabeth McMorrow

7

2026 FIRPTA Update with David Roche of KVS Title

8

Cross-Border Conversations: The 2025 US-Austria Tax Edition with Christina Pichler

9

From Washington, DC to Lisbon, Portugal: 2025 Cross-Border Developments with Catarina Breia

10

From Green to Gold to Platinum Cards: Immigration Attorney Jason Levy’s Insights

11

2025 Transfer Pricing Update with Nghi Huynh

12

Tax Practitioners Social Media/Influencer Guidance, Charitable Contribution Update, & IRS Refunds

13

New! The Gold Card – Don’t Leave Home Without It!

14

2025 FinCEN Form 114 (FBAR) Update and Latest News

15

Substantiation for Conversion of Personal Residence to Rental

16

Placed in Service Rules Update

17

Foreign Rental Property and Qualified Business Reporting

18

2025 Deep Dive into Non-Willful Statements for Streamlined Filings with Austin Carlson

19

An Overview of VAT Rules for US Companies Doing Business in Europe with Nick Hart, Michael Salman, and Tobias Barkschat

20

2025 OB3 Select Topics with Austin Carlson – Updates to QOZ, Bonus Depreciation, QSBS

21

2025 The One Big Beautiful Bill Act (OB3) – Client Webinar

22

Mini-Podcast: One Big Beautiful Bill Act’s Modification to Gambling Loss Deductions

23

Mini-Podcast: The Final Version of the Remittance Transfer Tax

24

Mini-Podcast: Amended US Individual Tax Return Processing Times and Updates

25

Cyprus-US Cross Border Tax and Residency By Investment Update for 2025

26

The Intersection of US Tax and Immigration Laws in 2025 with Immigration Attorney Becki L. Young

27

2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot Partners

28

Review of the 2025 House Tax Bill – The One, Big, Beautiful Bill

29

2025 IRS International Tax Amnesty & Offshore Voluntary Disclosure Update with David Warner

30

IRS Form W9 vs. W8-BEN – What Form to Use and When for Individuals

31

2025 US-Spain Cross Border Tax Planning Update Part I with Carlos Gimeno

32

Giving Back: Pro Bono Tax Services for Human Trafficking Survivors with David Muenzer

33

2025 Taxation of Digital Assets and Cryptocurrency with Joshua Smeltzer

34

2025 US-Italy Cross-Border Tax Update with Dirk Prato & Paolo Pagani

35

2025 Tax Season Work-Life Harmony with Special Guest Amy Vetter

36

A New Frontier in Private Equity Acquisitions of CPA and Tax Firms with Jason Kadow

37

2025 Tax Season – How to deal with the Mental and Physical Stressors

38

2025 Tax Technology Trends and CPA Industry Insight with Wolters Kluwer SVP Dean Sonderegger

39

2025 US Individual and Business Tax Law Changes: What to Expect with Russell Sullivan

40

2024 Year-End Hot Tax Topics Round Up – FinCEN BOI, FBAR Litigation, and Beyonce

41

2025 Tax Cybersecurity, Remote Work, AI, and more with Randy Johnston

42

Cross-Border US-UK and 2025 Significant United Kingdom Tax Changes with Alexandra Britton-Davis

43

September 2024 Tax Hot Topics – Australia, Brazil, FBAR Litigation, and Shakira!

44

2024 Post-Election Red Sweep – What will your taxes look like in 2025 and beyond?

45

US Tax Discussion on Foreign Trusts, FIRPTA, & Exit Tax with Phil Hodgen

46

IRS Regulations, Loper Bright, and Private Letter Rulings with Joshua Smeltzer

47

How to Navigate U.S. Exit Tax with Actuary David Pitts

48

2024 US-France Cross-Border Tax Planning Update with Delphine Parigi of DPZ Avocats

49

Navigating U.S. and South African Cross-Border Taxation with Conrad Meyer

50

2024 Update on FATCA & IRS Matching Campaign of Forms 8966 and 8938

51

August 2024 Hot Tax Topics

52

Athletes, Entertainers and Influencers; Navigating the Tax Challenges of International Earners

53

Navigating US Tax Law in New Zealand with David Tzimenakis

54

July 2024 Hot Tax Topics

55

Serving Small Businesses & Startups with Business Lawyer, Shavon Smith

56

US Tax Law & How it Applies in Puerto Rico with Peter Palsen

57

United Kingdom Tax Law Changes & Potential Impact on US-UK Cross-Border Individuals with special guest Andrea Solana

58

June 2024 Hot Tax Topics

59

The Origin Story of The Wolf Group with Founder Len Wolf, and Partners Bob Len & Mishkin Santa

60

2024 Supreme Court Decision in Moore, the US Transition Tax and Offshore Voluntary Disclosure with special guest Austin Carlson