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All Episodes

The Essential Tax Podcast — 57 episodes

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Title
1

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

2

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

3

All things FATCA, CRS, and CARF with Elizabeth McMorrow

4

2026 FIRPTA Update with David Roche of KVS Title

5

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

6

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

7

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

8

2025 Transfer Pricing Update with Nghi Huynh

9

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

10

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

11

2025 FinCEN Form 114 (FBAR) Update and Latest News

12

Substantiation for Conversion of Personal Residence to Rental

13

Placed in Service Rules Update

14

Foreign Rental Property and Qualified Business Reporting

15

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

16

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

17

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

18

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

19

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

20

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

21

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

22

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

23

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

24

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

25

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

26

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

27

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

28

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

29

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

30

2025 Taxation of Digital Assets and Cryptocurrency with Joshua Smeltzer

31

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

32

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

33

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

34

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

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

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

46

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

47

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

48

August 2024 Hot Tax Topics

49

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

50

Navigating US Tax Law in New Zealand with David Tzimenakis

51

July 2024 Hot Tax Topics

52

Serving Small Businesses & Startups with Business Lawyer, Shavon Smith

53

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

54

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

55

June 2024 Hot Tax Topics

56

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

57

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