Tax Section Odyssey
AICPA & CIMA
En yeni bölüm
Section 351 ETF conversions: Understanding the IRS warning
Section 351 ETF conversions: Understanding the IRS warning
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Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.
Bölümler
126 bölümden en yeni 20 bölüm
- Section 351 ETF conversions: Understanding the IRS warning · 26 dkIn this joint episode with the Personal Financial Planning (PFP) Section podcast, host Cary Sinnett discusses recent IRS communications around certain exchange-traded fund (ETF)…
- Filing season prep starts now: Engagement Letters, client fit and smarter risk Management · 26 dkFiling season risk starts well before the first return is prepared. In this episode, April Walker talks with Sarah Ference, CPA, Risk Control Director at CNA, about how…
- The economy, AI and what's ahead for tax practitioners · 16 dkEconomist Dr. Anirban Basu, founder of Sage Policy Group and keynote speaker at the National Tax Conference (NTC) joins Neil Amato, host of the Journal of Accountancy (JofA)…
- Turning technology gains into client value · 31 dkBrian Davis, owner of One Stop CPA, returns to the Tax Section Odyssey podcast to discuss how technology can create capacity for more intentional advisory services. He shares…
- From Timesheets to Trusted Advisor · 35 dkOn this episode, April Walker is joined by Benjamin Alarie, CEO and co-founder of Blue J, to discuss the ways that artificial intelligence (AI) is changing tax practice – not…
- Tax noise vs. reality: IRS insights & practitioner perspectives · 30 dkIn this episode of the Tax Section Odyssey podcast, April Walker is joined by former IRS Communications Chief Terry Lemons, Public Relations Director — Frost Law, and Kelly…
- Beyond the script: Improv for advisory confidence · 27 dkIn this episode of the Tax Section Odyssey podcast, host April Walker talks with Jennifer Dymond, founder and CEO of Spire Consulting Services, about how improv techniques can…
- Out of deadline mode: A post tax season reset · 45 dkAfter deadline season, it's tempting to move on and forget what didn't work — but this is the best time to make changes while the lessons are still fresh. In this episode, April…
- Protective claims, client alerts and Kwong: A practitioner playbook · 23 dkIn this episode of the Tax Section Odyssey podcast, host April Walker is joined by Michael Waalkes of Kostelanetz LLP to discuss Kwong v. United States and why it has become a…
- AICPA experts discuss minimum standards for tax preparers · 17 dkIn this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato is joined by Melanie Lauridsen, AICPA VP of Tax Policy & Advocacy and Todd…
- 2025 filing season: What clients are getting wrong (and how to respond) · 25 dkFiling season is here — and so is confusion. In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Mark Gallegos, CPA, MST, Partner — Porte…
- Tariffs on Trial: What the Supreme Court Ruling Means for Tax Practitioners · 20 dkIn this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Kasey Pittman, Managing Director of Tax Policy — Cherry Bekaert. A recent Supreme Court…
- Trump Accounts are coming — and you need to be ready · 20 dkIn this joint episode with the Personal Financial Planning (PFP) podcast, hosts Cary Sinnett, CPF, CAP, CFT-1, CExP, and April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA…
- Name, image, likeness — and taxes: What NIL means for student athletes and CPAs · 27 dkIn this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Edward Jenkins, CPA, CGMA, Professor of Practice in Accounting — Penn State University…
- Intentional tax practice — Setting the course for 2026 · 19 dkAlign your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on…
- Reimagining firm ownership — Life after the sale · 21 dkIn this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a…
- Reimagining firm ownership — Selling smart in a changing environment · 17 dkIn this Tax Section Odyssey podcast episode, the second in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a…
- Reimagining firm ownership — Building and growing a modern practice · 26 dkIn this Tax Section Odyssey podcast episode, April Walker, CPA, CGMA, is joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners, to kick…
- Tax planning unleashed · 20 dkIn this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, sits down with Mark Gallegos, CPA, MST, Partner — Porte Brown, to unpack key year-end tax planning…
- Government Shutdown & IRS Updates · 21 dkIn this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato discusses the impact of the recent and ongoing federal government shutdown on…
