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All Episodes

The Essential Tax Podcast — 71 episodes

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Title
1

October 2026 Hot Tax Topics - Offshore Secrets & Foreign Pension Pitfalls: New US-UK Whistleblower Program and the Malta QROPs Trap

2

IRS Announces New Digitally Authenticated Tax Compliance Reports

3

Gold, Silver & PFICs: QEF Elections, Private Letter Rulings & IRS Relief with Austin Carlson

4

Coming Soon: IRS Announces Major Update to Offshore Voluntary Disclosure Program

5

Navigating US-India Cross-Border Income Tax with Rajvi Shah

6

AI, Tax & The Future: 2026 Nexia North America Conference Debrief

7

2026 Citizenship and Residency by Investment (including Global Mobility Trends) with Christopher Ott of Henley & Partners

8

Behavioral Finance for Better Financial Planning with Anthony Lombard, CFP

9

2026 Malta Permanent Residence, Citizenship & Tax Planning with Dr. Jean-Philippe Chetcuti

10

2026 International Tax Planning Update with Frederic Behrens

11

2026 US-Belgium Cross-Border Tax Update with Erik Sansen

12

Unlocking Austrian Citizenship with Nadine Anderson

13

Tax Kryptonite: Surviving PFICs with Mary Beth Lougen

14

The 2026 Estate Plan Playbook with John Dedon

15

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

16

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

17

All things FATCA, CRS, and CARF with Elizabeth McMorrow

18

2026 FIRPTA Update with David Roche of KVS Title

19

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

20

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

21

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

22

2025 Transfer Pricing Update with Nghi Huynh

23

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

24

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

25

2025 FinCEN Form 114 (FBAR) Update and Latest News

26

Substantiation for Conversion of Personal Residence to Rental

27

Placed in Service Rules Update

28

Foreign Rental Property and Qualified Business Reporting

29

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

30

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

31

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

32

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

33

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

34

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

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

2025 Taxation of Digital Assets and Cryptocurrency with Joshua Smeltzer

45

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

46

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

47

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

48

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

49

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

50

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

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

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

60

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

61

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

62

August 2024 Hot Tax Topics

63

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

64

Navigating US Tax Law in New Zealand with David Tzimenakis

65

July 2024 Hot Tax Topics

66

Serving Small Businesses & Startups with Business Lawyer, Shavon Smith

67

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

68

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

69

June 2024 Hot Tax Topics

70

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

71

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