Podcasts about tax partner

As the Chancellor, Rachel Reeves, presents her Spring Statement, Money Box Live sifts through the details about what it all means for your personal finances.Changes to the welfare system have already been announced. It will be harder to claim a disability benefit called Personal Independence Payment (PIP) under plans which the government says will get more people into work. We'll analysis any new details on that.The Spring Statement comes ahead of big plans already announced in last year's Autumn Budget such as changes to stamp duty for home buyers and an increase to National Insurance Contributions for some employers, so as well as dissecting new announcements we'll also remind you what else coming in and when.Felicity Hannah is joined by Sarah Pennells, Consumer Finance Specialist at pensions company Royal London; Elsa Littlewood, Tax Partner at the accountancy firm BDO and Mike Brewer, Chief Economist and Deputy Chief Executive of the Resolution Foundation.Presenter: Felicity Hannah Producer: Sarah Rogers Reporter: Emma Smith Editor: Jess Quayle(This episode was first broadcast at 3pm on Wednesday 26th March, 2025)

As global trade faces one of its most uncertain chapters yet, India and the U.S. are negotiating what could become a defining economic agreement of the decade: a bilateral trade deal aimed at scaling their trade volume to $500 billion by 2030, a fourfold increase from its value in 2024. But behind the diplomatic handshakes lie tough negotiations and clashing economic priorities.In this episode, host Anirban Chowdhury speaks with Bipin Sapra, Tax Partner and global trade expert at EY India, to break down what’s really at stake as both nations attempt to find common ground. At a time when Donald Trump’s sweeping tariffs have rattled global markets, India and the U.S. have quietly signed the first terms of reference for this ambitious agreement. So, which sectors stand to gain or lose? Could this be a strategic disruptor to China’s dominance in global trade? And what does it mean for India’s role in the Indo-Pacific Economic Framework?See omnystudio.com/listener for privacy information.

A number of Australian industry lobby groups have come together to push back on a Labor plan to tax unrealised gains on super, in light of market volatility.See omnystudio.com/listener for privacy information.

The 90-day pause on differential tariffs came as a breather for many countries. However, the growing trade war between US and China is expected to hurt economies with China looking at other markets for its exports. Many believe 90-day pause may create more issues than it resolves, with US policy in limbo affecting trade and business decisions. So, where does India stand in this? Listen to the conversation with Bipin Sapra, Tax Partner, EY India and Deepa Kumar, Head, Asia-Pacific Country Risk, S&P Global Market Intelligence.

As we navigate through changes brought by the new administration in 2025, there are significant developments within the Internal Revenue Service (IRS) that will impact taxpayers and tax professionals. The IRS is aiming to streamline its operations while facing the challenge of reduced staffing levels. With proposed federal workforce reductions and shifts in technology modernization efforts, understanding how these developments will affect IRS operations is crucial for maintaining compliance and efficiency in tax practices. In this episode, Brooks Nelson, Partner and Strategic Tax Leader, and Sarah McGregor, Tax Director, are joined by Ron Wainwright, Tax Partner, and Kasey Pittman, Tax Managing Director. Together, they delve into the announced changes to the IRS workforce, discuss potential impacts on taxpayers and explore the ongoing technological transformations within the agency. Listen to learn more about:02:02 – IRS workforce reductions05:02 – Changes in IRS leadership08:39 – IRS Priority Guidance Plan12:33 – Technology modernization17:19 – Impact on taxpayers19:12 – Taxpayer assistance proposal22:14 – Best practices with the IRS Related Guidance Article: Tracking Tax Reform: The Reconciliation ProcessArticle: Recent IRS Guidance for the Definition of EmployeeArticle: IRS Issues Final Regulations Impacting Micro-Captive Insurance ArrangementsArticle: IRS Guidance for Theft Losses From Online ScamsWebinar Recording: Clean Energy Incentives, Prevailing Wage & Apprenticeship: IRS Insights   

An increase in crackdowns has paid dividends for Inland Revenue. It collected $600 million in extra taxes from 3,600 audits between July and December last year – 50% more audits than the same time period in 2023. Half of the money came from fewer than 10 audits. Deloitte Tax Partner Robyn Walker told Mike Hosking it shows the investment at the last budget was worth it, New Zealand getting $11 for every dollar invested. She says because of a previous slowdown in audits there's probably a lot of fruit to pick. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Send us a textIn this episode, we're joined by Matt Bird, Tax Partner at Sayers Butterworth, to unpack the latest changes to Inheritance Tax (IHT) in 2025.We cover: 

Carol Lynch, Tax Partner in charge of Customs and International Trade Services at BDO, outlines the tariffs that will affect Ireland from next week. Then, we hear reaction from Minister for Enterprise and Fine Gael TD Peter Burke, and Sinead Gibney TD, Social Democrats spokesperson on Enterprise and Trade.

Mark Gallegos, CPA and Tax Partner at Porte Brown LLC, joins Jon Hansen to discuss the approaching tax deadline. Mark discusses the point at which people should consider asking for an extension and why getting a second look from a professional after filing online can be beneficial.

Earlier this year, final regulations were issued under Prop. Reg. Section 1.6011-10, setting forth the criteria that classify certain micro-captive insurance arrangements as listed transactions or transactions of interest. These designations require extensive tax return disclosures and impact all parties, including related entities. As micro-captives continue to be a focal point for Internal Revenue Service (IRS) enforcement, understanding these regulations is crucial for businesses aiming to maintain compliance and avoid potential penalties. Micro-captive insurance arrangements have long been a topic of concern for the IRS due to their potential for abuse in tax planning. The recent regulations aim to address these concerns by providing clear guidance on what constitutes a reportable transaction. In this episode, Brooks Nelson, Partner and Strategic Tax Leader, and Sarah McGregor, Tax Director, are joined by Rick Woods, Tax Partner. Together, they dive into the implications of these regulations, discuss IRS enforcement efforts and explore what constitutes a listed transaction versus a transaction of interest.Listen to learn more about:04:11 – IRS interest in micro-captives06:01 – Section 831(b) in micro-captives08:29 – IRS history with micro-captives11:48 – Criteria for micro-captive transactions17:13 – Reporting micro-captive transactions19:49 – Exceptions in micro-captive coverage21:24 – Exiting micro-captive arrangements22:37 – Economic reasons for micro-captives24:30 – Risk management in micro-captivesRelated Guidance Article: IRS Issues Final Regulations Impacting Micro-Captive Insurance Arrangements

Relebogile Mabotja speaks to Mike Teuchert a Tax Partner at Forvis Mazars about the upcoming 2025 Budget Speech which was originally scheduled for 19 February 2025, the speech was postponed due to disagreements within the GNU over a proposed 2 percentage points increase in value-added tax (VAT).See omnystudio.com/listener for privacy information.

A tax expert says achieving a fair tax system is hard, but not impossible. A UN committee is calling on governments to check their tax policies are being applied proportionally to wealthier individuals. It says regressive and ineffective policies could disproportionately affect low-income households, women, and disadvantaged groups. Denton Tax Partner Bruce Bernacchi told Kerre Woodham tax can become disproportional when measuring how much tax is paid overall against incomes. He says New Zealand sticks out because higher income-earners are earning capital gains but not paying tax on it. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Nosipho Radebe is in conversation with Yasmeen Suliman, Tax Partner at Bowmans See omnystudio.com/listener for privacy information.

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852) In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution […] The post Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter appeared first on Business RadioX ®.

Mike Linter, Global Head of Private Enterprise Tax, Tax & Legal, KPMG International, and Partner, KPMG in the UK; Greg Limb, Global Head of Family Office and Private Client, KPMG International, and Partner, KPMG in the UK; and Camilla Cullinan, Tax Partner at KPMG in Ireland and KPMG's EMA Head of Family Business, explore wealth and succession taxes and key considerations for private companies.

Navigating the complex terrain of financial statement reporting and income tax disclosures is a major challenge for companies as they face heightened regulatory scrutiny and evolving standards. The Financial Accounting Standards Board (FASB) continues to introduce significant updates, including ASU 2023-09, which requires greater transparency and more detailed reporting of tax provisions. These changes reshape how companies present their tax positions within financial statements, emphasizing the need for robust systems and strategies to manage increased disclosure requirements.As organizations continue adapting to these standards in 2025, understanding tax provisions and their implications remains essential for maintaining compliance and demonstrating financial integrity.In this episode, Brooks Nelson, Partner and Strategic Tax Leader and Sarah McGregor, Tax Director, are joined by William Billips, Tax Partner, and Lisa Macri, Tax Director. Together, they explore key tax legislation updates from 2024 and strategies for navigating the road ahead.  This discussion is crucial for finance professionals seeking to build on last year's adjustments and ensure their organizations remain prepared for the evolving landscape of tax reporting.Listen to learn more about: 03:30 – Understanding ASC 74004:25 – Common challenges with ASC 74005:44 – Upcoming changes with ASU 2023-0907:21 – Rate reconciliation and disaggregation requirements08:33 – Preparing for ASU 2023-09 implementation09:32 – Transferability of energy credits10:45 – Acquisitions and dispositions key considerations11:50 – Pass-through entities and tax reporting14:20 – Anticipating future tax law changes16:37 – Planning for legislative changes Related Guidance Newsletter: The Rundown: Fourth Quarter 2024 GuideArticle: Unlocking Opportunities: The Evolving Market for Clean Energy Tax Credits

Send us a textWatch this episode on YouTube- https://www.youtube.com/watch?v=1nooGE5xq_wWith Budget 2025 bringing new tax reforms, how can you maximize your salary and take home more money? In this episode of Workwise with Naukri, Mayur Shah, Tax Partner at Ernst & Young (EY), breaks down the key tax changes and how they impact salaried professionals.From optimizing deductions to structuring your salary smartly, Mayur shares actionable strategies to help you make the most of the new tax rules. He also discusses common pitfalls, overlooked tax benefits, and how to plan your finances efficiently in light of the latest budget updates.If you want to stay ahead, reduce your tax burden, and maximize your earnings, this episode is a must-listen. Tune in to get expert insights and take control of your financial future!

New Zealand could have one of the least competitive corporation tax rates - but that could change by May. The Prime Minister has hinted this year's Budget could make way for relief. The rate has stayed on 28 percent since 2011 - but Finance Minister Nicola Willis is making comparisons with countries like Ireland, with a 12.5 percent rate. Advisory expert Robin Oliver says such a change would have a big impact. "If we went down to 25, that'll cost us about a billion dollars per annum in tax - and that still wouldn't be much competitive compared to these small, open economies." LISTEN ABOVESee omnystudio.com/listener for privacy information.

New Zealand could have one of the least competitive corporation tax rates - but that could change by May. The Prime Minister has hinted this year's Budget could make way for relief. The rate has stayed on 28 percent since 2011 - but Finance Minister Nicola Willis is making comparisons with countries like Ireland, with a 12.5 percent rate. Advisory expert Robin Oliver says such a change would have a big impact. "If we went down to 25, that'll cost us about a billion dollars per annum in tax - and that still wouldn't be much competitive compared to these small, open economies." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Possible corporate tax cuts could be on the way in this year's Budget. Nicola Willis told Ryan Bridge yesterday that our corporate tax system isn't competitive enough with other countries, hinting at potential changes. Christopher Luxon confirmed to Mike Hosking this morning that they're willing to make changes, and there's a lot of possible options. Dentons Kensington Swan Tax Partner Bruce Bernacchi told Kerre Woodham that there is an opportunity for New Zealand to bring in increased economic activity by multinationals and other wealthy investors by doing something bold. He says he'd like to see something a lot more bold than just dropping it down to the OECD average. LISTEN ABOVE See omnystudio.com/listener for privacy information.

This episode of Ropes & Gray's Trainee Insights podcast features tax partner Chris Agnoli, who also serves as the trainee recruitment partner for the London office. Chris shares his journey to becoming a tax partner, insights into the dynamic nature of tax law, and the qualities needed for success in this field. He discusses the trainee recruitment process, emphasizing a positive attitude and teamwork, and offers valuable career advice for aspiring lawyers. Chris also highlights his commitment to pro bono work and the importance of commercial awareness for applicants. 

Contributed by Christian Athanasoulas, Tax Practice Leader – Services, KPMG LLP, and Global Head of International Tax and M&A Tax, KPMG International; Janette Wilkinson, Partner, KPMG in the UK and Global BEPS Leader, KPMG International; Andy Baik, Tax Partner and BEPS Center of Excellence Leader, KPMG in Singapore; and Shawn Brade, National Service Line Leader, International Corporate Tax, KPMG in Canada, this podcast is created for those clients just beginning their journey or those that have taken steps forward but need to validate work completed to date.

HLB Ireland, an accountancy, tax and advisory firm, has highlighted significant opportunities for the tech sector under the R&D tax credit scheme. Bruce Stanley, Tax Partner at HLB Ireland, points to the latest data showing a substantial increase in R&D investments, with total R&D expenditure reaching €4.688 billion or 4,688 companies in 2022. This reflects robust engagement from tech companies. "The R&D tax credit is a useful incentive for businesses to invest in innovative projects," says Bruce. With 588 tech companies claiming €135 million in 2022, the sector stands out as a beneficiary of this scheme, particularly in driving advancements in Information & Communication. As the December 31 deadline approaches, HLB Ireland urges tech companies to take advantage of these benefits. "This is a prime time to leverage the R&D tax credit," Bruce adds. "Especially as the tech sector continues to show dynamic growth and innovation, contributing significantly to Ireland's economy." HLB Ireland assists tech companies in navigating the complexities of claiming R&D tax credits. For more information or to make a claim, please contact Bruce Stanley, Tax Partner HLB Ireland bstanley@hlb.ie.

In this special episode of our Tax News podcast, Zoe Andrews and Tanja Velling asked Arvind Ravichandran, Tax Partner at Cravath, Swaine & Moore LLP, what U.S. tax policy may look like during a second Trump Administration. During the episode, we cover: The significance of the Republican Party achieving a “trifecta” in the November 2024 elections. How tax legislation can be passed by simple majority vote through the Budget Reconciliation process. What policy proposals could be on the table and how you can look out for clues as the incoming Administration's policies develop. Listen to the podcast to learn more about what might happen next on U.S. tax policy.

Send us a textDuring HCH Bitesize, a podcast series brought to you by Holiday Cottage Handbook and Hostfully, we delve into essential topics for the short-term rental industry. Each week, we invite expert guests who share valuable insights and practical advice to help you enhance your knowledge and build a successful property management business.In this essential episode, we're joined by Matt Jeffery, Tax Partner at Zeal, to discuss five crucial facts about holiday let taxes every UK homeowner and investor needs to know.  With the potential abolishment of the furnished holiday lettings tax regime on the horizon, Matt unpacks what this change could mean for your finances and shares actionable advice to help you stay ahead.  If you own or invest in short-term rentals in the UK, this is a must-listen episode to navigate tax complexities and protect your profits.  2:01 Tip No. 1: claim your capital allowances 3:20 Example capital allowance savings from a £200k purchase5:32 Capital allowances can be used against any UK property income6:26 Tip No. 2: declaration of trust8:37 Tip No. 3: pension contributions10:05 Tip No. 4: business asset disposal relief11:08 Tip No. 5: the right business structure12:32 Contact Matt: https://gozeal.co.uk/services/industries/hch-furnished-holiday-lets/Zeal is offering a FREE 15-minute consultation to people who mention Holiday Cottage Handbook at the point of inquiry.Are you looking to streamline your operations and amaze your guests? Look no further than Hostfully! Try their top-rated property management software and award-winning digital guidebooks today. Join the thousands of satisfied property managers who trust Hostfully to grow their business: https://get.hostfully.com/46p7pafubra1Holiday Cottage Handbook: https://www.holidaycottagehandbook.com/Hostfully: https://get.hostfully.com/46p7pafubra1James Varley: https://www.linkedin.com/in/jdsvarley/Matt Jeffery: https://www.linkedin.com/in/matt-jeffery-156a8245/Zeal: https://gozeal.co.uk/services/industries/hch-furnished-holiday-lets/ (free 15-minute consultation when you quote Holiday Cottage Handbook)Got a comment or interested in being a guest on the show? Email james@holidaycottagehandbook.com.

Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit (North Fulton Business Radio, Episode 821) In this live remote interview, North Fulton Business Radio host John Ray interviews Donna Beatty, Tax Partner with Frazier & Deeter, at the 2024 GNFCC BOLD Women’s Leadership Summit. Donna shares her experiences in tax and advisory […] The post Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit appeared first on Business RadioX ®.

Donna Beatty, Frazier & Deeter, LIVE from the 2024 GNFCC BOLD Women’s Leadership Summit (North Fulton Business Radio, Episode 821) In this live remote interview, North Fulton Business Radio host John Ray interviews Donna Beatty, Tax Partner with Frazier & Deeter, at the 2024 GNFCC BOLD Women’s Leadership Summit. Donna shares her experiences in tax and advisory […]

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Pieter Dere, Tax Partner in PwC Belgium, part of PwC's International Tax and Transfer Pricing Group, and PwC Belgium's Pillar Two leader. Doug and Pieter cover the latest Pillar Two developments in Belgium, including how Belgium is incorporating the latest Pillar Two administrative guidance, how tax authorities are preparing, advance tax payments, registration requirements, the Qualified Domestic Minimum Top-up Tax (QDMTT) return, the interaction of the Belgium patent box regime with Pilar Two, and the constitutionality of the Undertaxed Profits Rule (UTPR), among other topics. 

Donald Trump's US election victory raises questions about trade and his promised tariffs. How will his return to the White House affect Ireland and Europe? Harry Harrison, Tax Partner at PWC Ireland, joins to discuss.

In this episode of Keeping It Real Estate, Dan Brisse sits down with Tim Gertz, CPA, Tax Partner, and Wealth Strategist at Provision, to dive deep into the essential year-end tax strategies every real estate investor needs to know. Tim shares expert insights on proactive tax planning, maximizing capital gains efficiency, and leveraging bonus depreciation. Learn how to build a war chest of losses to offset future income, avoid common tax pitfalls, and be a better client to your CPA. Whether you're a seasoned investor or just getting started, this episode is packed with actionable advice to help you optimize your tax situation before the year ends. Don't miss out on this valuable discussion! To get in touch with Tim, reach out to him on this website: www.provisionwealth.com/ Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact

The AICPA & CIMA National Tax Conference will take place on November 11 and 12 in Washington, DC. Join Brandon Lagarde, Tax Partner at EisnerAmper, and April Walker, Lead Manager on AICPA & CIMA's Tax Practice & Ethics team, to learn more about what to expect from the upcoming conference. Conference sessions will feature topics such as: The impact of election results on tax legislation: Investigate the potential legislative outlook based on the recent election results and how it might affect tax policies. Tax Cuts and Jobs Act (TCJA) expiring provisions: Provisions of the TCJA are scheduled to sunset at the end of 2025; learn more about how to prepare and explore planning opportunities. Practical tax strategies: Sessions at the conference will cover various tax tactics, including gifting and income tax planning strategies, for clients who are not currently subject to estate tax. Ethical dilemmas in tax practice: A session will discuss common ethical dilemmas faced by tax practitioners and provide insights on how to handle them. The future of tax practice: Investigate the importance of transforming tax practices with year-round advisory services and how to implement these changes in a tax firm. AICPA resources AICPA & CIMA National Tax Conference — For tax practitioners, there's no better place to get immersed in current events than the AICPA & CIMA National Tax Conference; in-person and virtual options are available. Reimagining your tax practice — Join us for free upcoming live roundtable sessions to tackle today's top practice management issues with insights and tips from pioneers in the tax community. TCJA expiring provisions — This detailed, downloadable resource offers an in-depth look at the expiring provisions under the TCJA and other recent legislation. It categorizes changes across individual tax, estate and gift tax and business tax provisions, organized by year of expiration. Transcript Neil Amato: Welcome back to the Journal of Accountancy podcast. This is Neil Amato with the JofA. I'm excited to be joined for today's episode by two top flight tax experts in this special collaboration episode with the Tax Section Odyssey podcast with our guests, we're discussing the AICPA & CIMA National Tax Conference which begins November 11th in Washington. Those guests, April Walker, lead manager with the tax practice and ethics team and host of the aforementioned Tax Section Odyssey. Also Brandon Lagarde, tax partner at EisnerAmper and Chair of the Tax Conference Planning Committee. We have a lot to get to. We're excited to have you on. First, a quick welcome, April and Brandon, thanks for being repeat guests on the JofA podcasts. April Walker: Thanks so much for having me Neil. I'm excited to be here. Brandon Lagarde: It's very exciting to be here Neil. Thank you for having me. Neil Amato: Yeah, we're glad to have you both on as I said, the Tax Conference is November 11th, less than a week after election day. Brandon for you first, tell me what you're looking forward to about this event which is at the Omni Shoreham Hotel in Washington? Brandon Lagarde: Yeah. I'm looking forward to just go into DC. It's going to be a week after the election, hoping that we know who the president will be and what the makeup of Congress will be at that time. Again, it's going to be a great atmosphere, a great opportunity to go to the nation's capital, to hear from some of the best tax minds out there. Neil Amato: April, I know you're a repeat attendee at that conference. You're also running sessions, recording podcasts, taking part in panels. What do you look forward to from the event? April Walker: It's always a busy conference for me and I love being in DC and it's very exciting for me to be there, like Brandon said right after the election. Speaking of that, really what I'm looking forward to most is hearing more about what the potential legislation outlook could look like based on those results, based on those election results. I think we'll hear more about we've talked a lot about the Tax Cuts and Jobs Act, the TCJA, that it potential expiration, what that means. We'll really be able to dig into that at the conference. I'm excited about that. Neil Amato: It's almost like we planned this. My next thing was going to be the TCJA. Some of the provisions of that Act, the Tax Cuts and Jobs Act, are scheduled to sunset at the end of 2025. Clearly, there is a lot of uncertainty about the provisions right now as we record and the first part of October. But I imagine that topic is going to be a popular one at the conference. Brandon, What do you think? Brandon Lagarde: Yes, absolutely and that's why, again, being there at the heart of it all after the election and getting to hear from presenters and speakers about just what the future holds for tax professionals, end of 2024 is going to be really important for us. 2025 is going to be incredibly important for tax practitioners to understand and remind ourselves of here are all these provisions that we've been dealing with for the last seven years that are going to expire. What's going to happen? Where are we going to be? A lot of planning opportunities, lot of reason to get in front of clients to learn about what we have in the horizon. Again, that's why this conference, particularly just the time of the year. It is in the election cycle, and heading into 2025, 2026. It's probably the most important conference that's ever taken place. This is just a really important time for us to get together and to really try to figure out what's going to happen. Of course, we're not going to know exactly at that time, but at least start to have a better understanding, a clear picture of what we can expect and what should we be talking to clients heading into 2025? What are some things that need to be doing? Because you can't just turn on the switch in November of 2025 and start to really think about this. Right now is really the time to get ahead of it and remind ourselves what provisions are expiring? What do we need to start thinking about planning opportunities to get ahead of it? That's what's at stake at this time. April Walker: I love Brandon that you're setting the bar really high. The most important conference of all time. Here we go. Neil Amato: Yeah, that's great and because it's the most important conference of all time, we will include a link to the conference registration page with the agenda information and all of that in the show notes for this episode. One of the items on that agenda is being led by Marty Finn. He's a previous guest on the podcast. He has a session on tax and financial planning. When estate taxes don't matter. Now not to steal Marty's thunder. But can you give me a little preview of the highlights of that session? Brandon Lagarde: Certainly. We will spend a lot of time at this conference again, learning about the estate tax world and the sunset provisions and trying to navigate that. But the reality is a lot of our clients are not subject to estate tax. A lot of our clients are not having to worry about the sun setting provisions. We thought it was important to have sessions that not just focused on the top 1% of our clients, but to the 99% or to the large majority of our client base. Things like gifting strategies, what we need to be talking to clients about, who aren't necessarily dealing with the estate tax. Income tax planning strategies around that. Really just as practitioners, what do we need to be talking to clients about? We're not super focused on just estate tax and the ultra wealthy or the wealthy. That's one thing that we really try to work hard as committee in this conference is to find sessions that have a very practical application. That we can take away tips and tricks and things to our client base and back to our hometown and not just focused on the very academic discussion that a lot of tax practitioners like to have. That they can relate to. Try to have sessions that are very practical in nature and the Marty session is definitely one of those. He's going to do a great job giving some really good tips and tricks to people to bring home. Neil Amato: I liked the practical part you mentioned, and that leads me into another session that I want to ask you about. This is one that April is taking part in with Dan Moore and Mark Gallegos.The title of the session is Tax Practice makeover, transforming with year-round advisory services. Tell me some more about that session. April Walker: Yeah. I'm really excited about that session. A lot of what I do here at the AICPA is try to help practitioners think about the future, the future of Tax Practice, the future of what a firm could look like. So we had this idea to do like a makeover of a practice. We're going to talk about some of the different aspects of a practice that you could make over- billing, client focus. One of those is about adding advisory services. We'll talk more about that. So come and join us and learn how you could do a makeover of your practice. Neil Amato: That's great. Now another session with an intriguing title, this is you, Brandon and you April, test your tax ethics IQ. Now one that sounds like one that people have to do some homework on or some pre-reading, maybe I don't know, but tell us about that session. What's a flavor of it that you can tell attendees about now? Brandon Lagarde: We're going to try have fun with this session. Play some games that have come up with like a quiz atmosphere. I think April going to try bring a buzzer for people to buzz in and answer our questions. But really focus on ethical dilemmas. We're faced with ethical dilemmas daily, with clients who are either trying to push the boundaries a little bit or just get into some situations where they find themselves in a bad place. We're constantly being asked to address the situation with our client base. Whether you need amended return for XYZ reason. Can you take on a client because of what's going on? Do you need a fire a client? Because they may be trying to push the envelope a little bit. Really, there's a lot of ethical dilemmas that we face as practitioners. This is really a time for us to again, have some fun with it. To the extent that ethics is fun. We're going to try to test the audience and see what they think. It's always amazing if you ask a room of people what they think about certain tax ethic issue or are really just a tax topic. In a room of 100 people, there are probably 100 different opinions on what should be done. I think it can be fun. We're going to try have fun with it. Again, I really trying to also provide some education so if you find yourself in these situations, here's some things to consider. But again, April and I, we hope to have fun with that. April Walker: Just come visit us. There is no pre-work. To answer your question, Neil, there is no pre-work to the session. We'll take a lighthearted take on a potentially tough, dry subject. Neil Amato: Great, and this quiz is not graded. You still get the CPE as long as you're showing up, right? April Walker: Absolutely. Neil Amato: Well, good. One of the themes that I'm hearing is providing advice on the topic of expanding services beyond just, "Hey, we're going to do taxes for someone." But if someone said to you, maybe after a session, "Hey, I really liked what you said there. But gosh, I'm a smaller firm," or "It's only me. I don't know where to start." What do you tell them? April Walker: What I would do, if they came up to me and I hope they do. You can come up to me at our booth. You can come up to Brandon and I if you see us. We will likely be posted up in the bar at the Omni. Come see us anytime. But what I would tell you, we talk to small firms all the time. One thing I recommend them is come to a session that I do that's on the computer. It's not live at the conference, but it's called Reimagining your tax practice. I'm really more about re-imagining and having makeovers and that sort of thing it seems like. But in those sessions we really talk about the nitty-gritty. Sometimes it's hard to think about this big process of going from X to Y. We like to talk in those sessions about practical ways. I like to focus on the practical. How to actually get where you're going, or how to change things in your practice or how to change how you're operating. That's probably what I would say if you came up to see me wherever you might find me. Neil Amato: This has been great. We've mentioned session by Marty Finn. We've mentioned some sessions you are taking part in. Of course, we've mentioned that key acronym these days, TCJA. Brandon, in closing. Anything you'd like to add as we wrap up this Tax Conference preview episode. Brandon Lagarde: Yeah. Certainly. A couple of other terms you'll hear out there. AI, which we have a session. Transforming your tax practice. One thing we like to emphasize about all of our conferences, but certainly this one is, there'll be lots of sessions with lots of smart people talk speaking at these sessions with great content. A lot of times your challenge is which sessions do I go to. Because it's such a great hour, hour-and-a-half of content. You'd have to choose. At the moment, you do have to pick a session. But you have access to recordings of all the sessions after. I often go back and watch sessions that I wasn't able to attend because of that great content. It's just a wealth of information. Again, you get a little parting gift when you leave. Not only do you meet up, making new friends, meet people at the conference, talk about challenges you're facing with your colleagues and also hear some of the best speakers in DC and have a great time there. But you also get to have access to all the recordings after and watch the sessions after that you missed, and that is invaluable to have access to that content. Neil Amato: April, how about you? Anything to add in closing? April Walker: I think one thing that's really important about this conference being in DC, and we haven't mentioned yet, is the ability to have IRS speakers that come and speak to us. We're going to have the taxpayer advocate, Erin Collins. We'll have other IRS speakers scattered throughout the conference.That's another opportunity to really hear where they are on certain things and be able to ask them questions. Neil Amato: Yeah. That's great. It's a good reminder that there is that access to IRS officials every year at this conference. Really thank both of you for your time. Again, look forward to the conference November 11th, Brandon, April. Thanks for being on the JofA podcast. 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. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

One expert has rejected the claim that Kiwis need to pay more taxes. ASB chief executive Vittoria Shortt says New Zealand has to bring in more tax dollars to fund the infrastructure the nation needs. This follows ANZ's boss calling for New Zealand to introduce a capital gains tax. OliverShaw Tax Partner Robin Oliver says the nation can't be taxed into prosperity. "Our issue as a country is - we struggle to pay the same rate as Australia, we're falling behind. That means we can't pay our doctors, nurses, police enough. We need to grow wages, grow the economy, that takes higher productivity, more investment and more innovation." LISTEN ABOVESee omnystudio.com/listener for privacy information.

This episode is extremely timely given the potential changes to estate tax.  Agnes Gregory with Berman Hopkins CPA tax team in Orlando FL and Justin Stemple with Warner Norcross + Judd from Grand Rapids, MI explain how important it is to have an Estate/Gift Tax plan going into an ESOP transaction.  We cover some important elements of Estate planning as we consider the event of an ESOP transaction.  One of the areas of planning is considering the potential lifetime exemptions with other assets.  This gets somewhat clearer as you consider the valuation of a primary asset - your business.  When it comes to estate and gift planning there are a myriad of options and the earlier you start the better.  We also cover who should be helping you do this kind of planning so that you can enjoy your journey to an ESOP.  

Budget 2025 was Minister for Finance Jack Chambers's first budget in the finance portfolio, but it is, nonetheless, the last budget package we will see from the current Government before we enter a general election cycle. Crona Clohisey, Director of Public Affairs at Chartered Accountants Ireland, Sarah Meredith, Tax Partner at Grant Thornton and Stephen Lowry, Head of Public Policy at Chartered Accountants Ireland discuss what the budget contained and who it missed.

Budget 2025 was Minister for Finance Jack Chambers's first budget in the finance portfolio, but it is, nonetheless, the last budget package we will see from the current Government before we enter a general election cycle. Crona Clohisey, Director of Public Affairs at Chartered Accountants Ireland, Sarah Meredith, Tax Partner at Grant Thornton and Stephen Lowry, Head of Public Policy at Chartered Accountants Ireland discuss what the budget contained and who it missed.

Jim Piazza recently retired as a Senior Marketplace and Tax Partner at Deloitte. In this episode of On Tax, he and Cravath partner and host Len Teti discuss how his auditing background and focus on relationship building helped him achieve success throughout his career. Jim also reflects on the link between stewardship and leadership when investing in new talent and shares what's keeping him busy in retirement. Hosted on Acast. See acast.com/privacy for more information.

Minister for Finance Jack Chambers and Paschal Donohoe, Minister for Public Expenditure and Reform, today unveiled its multi-billion euro Budget for 2025.Ian Guider Columnist with the Business Post, Nancy Fallon, Tax Partner at KPMG and Daniel McConnell, Editor of the Business Post joined Matt to break down where the government's finances will be spent over the coming year.Hit the ‘Play' button on this page to hear the conversation.

A PWC tax partner says discussions around a Capital Gains Tax will continue, as the country grapples with raising enough revenue. ANZ head Antonia Watson has told RNZ the time has come for a Capital Gains Tax. Sandy Lau says it'll likely be in the mix of options officials consider in long-term planning for New Zealand's tax system. "I don't think having a Capital Gains Tax is going to be the silver bullet, so to speak, that will fix all the problems - but it may be one of the few things that needs to be done to make sure that the tax system continues to be successful in the future." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Section 179D Energy Efficient Commercial Building Deduction (Section 179D) and cost segregation studies can help commercial building owners save significantly on taxes. Section 179D provides a tax deduction for new construction and renovations to the HVAC, interior lighting and building envelope, while cost segregation studies help identify assets with shorter depreciable lives. When paired together, they create the best opportunity for building owners to maximize tax savings and increase cash flow by identifying and accelerating depreciation on energy-efficient assets. The expansion of the Section 179D deduction through the Inflation Reduction Act (IRA) offers even more incentives for building owners, architects, engineers and design-build contractors who create technical specifications before and during the construction process. Utilizing these options can significantly reduce a building owner's tax liability and improve cash flow. Cost segregation studies analyze the parts of a commercial building to identify assets with shorter depreciable lives allowing owners to accelerate their depreciation deductions and reduce taxable income. In this episode, Brooks Nelson, Tax Partner and Sarah McGregor, Tax Director, are joined by Glenn LeMieux, Tax Credits & Incentives Advisory Director, and Andre Kohn, Tax Credits & Incentives Advisory Senior Associate. Together, they discuss federal tax credits and incentives related to clean energy, energy-efficient buildings and cost segregation opportunities.Listen to learn more about: 03:28 – Cost segregation study background07:02 – Applications of cost segregation 08:52 – Cost segregation study process 10:42 – Section 179D background 14:57 – Qualifying for Section 179D17:01 – Energy-efficient improvements  18:58 – Prevailing wage updates23:51 – Strong candidates for these incentives27:20 – Combining Section 179D and cost segregation Related Guidance Article | Designing for Efficiency: How the 179D Tax Deduction Benefits A&E Firms and the EnvironmentPodcast | 179D Energy-Efficient Commercial Buildings Deduction for Not-for-ProfitsWebinar | Maximize Tax Savings Through Cost Segregation, Section 179D, and Section 45L Approach and Client Success StoriesArticle | Factors to Consider When Seeking Cost Segregation and Section 179D Study Service Providers

Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explore the future of accounting firms, discussing emerging trends and how the profession is evolving. To wrap up, Jason leaves us with some final thoughts and advice that you won't want to miss!What you'll hear in this episode:[1:00] Meet Jason Drucker, CPA and Tax Partner at Aprio.[1:45] Jason's career journey.[4:00] Joining Aprio as Partner.[9:10] Networking and building relationships.[25:00] The future of accounting firms.[31:25] Final thoughts and advice.Connect with Jason https://www.linkedin.com/in/jason-drucker-cpa/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

For fast-growing companies, becoming a C corporation for income tax purposes can offer significant tax savings for their shareholders. Section 1202 of the Internal Revenue Code (IRC) is a powerful tool for attracting investors with funds to fuel a company's growth. To qualify for these tax benefits, both the company and shareholder must meet specific requirements, and non-compliance can result in missed opportunities for savings. It is crucial for businesses to have a comprehensive understanding of the qualifications and technical aspects of Section 1202 to make the most of this tax law.In this episode, Brooks Nelson, Tax Partner and Sarah McGregor, Tax Director, are joined by Barry Weins, Tax Director and Molly Gill, Transaction Tax Senior Associate. Together they discuss how qualified business stock offers a valuable opportunity to exclude capital gains from taxation, making it a powerful tool for attracting investors and fueling the growth of small to mid-sized businesses.Listen to learn more about: 02:11 – Section 1202 background04:57 – Businesses that qualify for Section 120205:47 – Beneficial transaction examples06:42 – Recurring questions regarding Section 1202 10:37 – Difficulties of collecting client information13:31 – Factors investors should consider18:02 – How to become eligible for Section 1202 20:03 – How state provisions vary Related Guidance Article: LLC vs. S Corp: Which Offers Better Tax Savings?Webinar: Maximize Tax Savings Through Cost Segregation, Section 179D, and Section 45L Approach and Client Success Stories

Drew & Garden System have a chat with Dylan & Holly Crumpler about the portrayal of Dissociative Identity Disorder in Hollywood films. Dylan & Holly discuss the diagnostic journey, how the film Petals of a Rose came to be, their upcoming projects to help reduce stigma, and their hopes for the future.Holly and Dylan Crumpler are a mother-son team of passionate activists working to reduce the stigma associated with Dissociative Identity Disorder (DID). Given that DID has historically been depicted in an inaccurate, sensationalized, and violent way in film and television, Dylan created his senior thesis film, Petals of a Rose, at Chapman University to realistically depict a day in the life of a woman with DID. He co-wrote the screenplay with his mother, Holly, who was diagnosed with DID in 2018 at the age of 51.Holly is a retired Tax Partner at Deloitte, an international public accounting firm, where she worked for 25 years consulting with corporations regarding their global compensation and benefit programs. Dylan is an independent filmmaker and 2022 graduate of Chapman University's Dodge College of Film and Media Arts where he received a Bachelor of Fine Arts in Film Production with an emphasis in Directing and a Themed Inquiry in Leadership.Petals of a Rose has received international acclaim, with Dylan and Holly sharing the film at numerous mental health conferences and educational events. The film is being used by clinicians in training sessions, college courses, and therapeutic settings. The film's subtitles are available in twelve languages.Following is the link where you can watch the 15 minute film and learn more about its impact:  https://www.dylancrumpler.com/petals-of-a-rosePlease consider rating and reviewing Petals of a Rose on IMDb: https://www.imdb.com/title/tt19715926Dylan and Holly are now developing a documentary exploring the impact of misrepresentation of DID in film and television, and also a longer film/series expanding on the story of their short film's protagonist, Rose.Send us a Text Message.

As Chancellor Jeremy Hunt presents his Spring Budget, Money Box Live sifts through the details - and the impact on all our finances.Expectations included a 2p cut in National Insurance contributions but will that look like on your payslip? Money Box reporter Dan Whitworth answers those key questions.Felicity Hannah is joined by Sarah Coles, Head of Personal Finance at Hargreaves Lansdown; Simon Gammon, Managing Partner at the mortgage broker Knight Frank Finance, and Dawn Register, Tax Partner at the accountancy firm BDO.Presenter: Felicity Hannah Producers: Craig Henderson, and Kath Paddison Reporter: Dan Whitworth Researcher: Eimear Devlin Editor: Sarah Rogers(This episode was first aired on Wednesday the 6th of March at 3pm on Radio 4)

Topics include:  DC and profession news and analysis  Technical updates  Tax season practitioner discussion     Speakers:   Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Carl Peterson, VP, Small Firm Interests, AICPA  Gary Wood, Partner, Compere Robinette CPAs  Erin Roche, Tax Partner, BPM 

IntroWhat an inspiring conversation we had! Petals of a Rose is the most accurate, respectful portrayal of Dissociative Identity Disorder available today. Listen in to learn more about Holly and Dylan: why they created the film, their views & experiences with DID, and their current and future projects as well as how you can participate!More About Holly & DylanHolly and Dylan Crumpler are a mother-son team of passionate activists working to reduce the stigma associated with Dissociative Identity Disorder (DID). Given that DID has historically been depicted in an inaccurate, sensationalized, and violent way in film and television, Dylan created his senior thesis film, Petals of a Rose, at Chapman University to realistically depict a day in the life of a woman with DID. He co-wrote the screenplay with his mother, Holly, who was diagnosed with DID in 2018 at the age of 51.Holly is a retired Tax Partner at Deloitte, an international public accounting firm, where she worked for 25 years consulting with corporations regarding their global compensation and benefit programs. Dylan is an independent filmmaker and 2022 graduate of Chapman University's Dodge College of Film and Media Arts where he received a Bachelor of Fine Arts in Film Production with an emphasis in Directing and a Themed Inquiry in Leadership.Petals of a Rose has received international acclaim, with Dylan and Holly sharing the film at numerous mental health conferences and educational events. The film is being used by clinicians in training sessions, college courses, and therapeutic settings. The film's subtitles are available in twelve languages.Following is the link where you can watch the 15 minute film and learn more about its impact: Watch Petals of a Rose HerePlease consider rating and reviewing Petals of a Rose on IMDb: Rate & Review Petals of a Rose on IMDbDylan and Holly are now developing a documentary exploring the impact of misrepresentation of DID in film and television, and also a longer film/series expanding on the story of their short film's protagonist, Rose. Seeking to incorporate the voices and stories of those living with and treating dissociative conditions to be represented in their projects, they have put together a questionnaire to gather input and ideas. The questionnaire is applicable to people living with dissociative identities, their loved ones, and clinicians who treat them. If you're so inclined to share your feedback, following is the link to the questionnaire: LIVED EXPERIENCE QUESTIONNAIRETo stay up to date on Dylan and Holly's projects, please follow them on social media:Facebook:  https://www.facebook.com/PetalsofaRoseTheMovieInstagram:  https://www.instagram.com/petalsofarose_themovie/Links to Resources in the EpisodeApril 12, 2024 Event: Dissociative Identities: Co-creating the Landscape for Recovery with Trauma SurvivorsJade Miller's Letter TemplateA Couple of MultiplesBraving the Way PodcastAn Infinite Mind's Healing Together ConferenceHealing Selves Therapeutics Supporters GroupMultiplied By One This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit healingmyparts.substack.com

We will discuss...What is the first thing someone should consider when interviewing a potential sales tax returns provider? Can the provider file all the returns you want to file? Who is your point of contact?  What is their resouloution process?

Join us as we explore how Ashley navigated through hobbies, education, volunteering, and professional experiences to unveil her true strengths. The journey led her to a deeply gratifying role at the Women's Affordable Housing Network, an organization she passionately supports, dedicating her time to foster its expansion nationwide. Tune in and find inspiration for your own path.   editing done by @sam_production on Fiverr

John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-power-of-georgias-unique-tax-credits-for-community-impact 

Henssler Money Talks – November 4, 2023Season 37, Episode 44This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week's market movements, the Personal Income and Consumer Confidence reports and the Fed's monetary policy meeting. John discusses Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. The experts round out the show further discussing portfolio risk and diversification from last week.   Timestamps and Chapters00:00 Market Roundup: Covering October 30 – November 3, 202324:59 Case Study: Georgia Tax Credits35:30 Q&A Time: Diversification—not just for your portfolio Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode, Mark Mirsky from KRD in Chicago shares his experiences in balancing work and his passion for coaching soccer, emphasizing the importance of work-life balance. He also reveals how his love for soccer led to unexpected connections, including a memorable trip to London to watch Manchester United play at Arsenal. Through their conversation, Mark highlights the significance of finding one's "and" beyond their profession, inspiring listeners to embrace their diverse identities and support one another's unique passions. Tune in to hear Mark's insightful perspectives on sports, work-life balance, and the power of sharing our stories.