ABOUT THIS PODCAST 🔗

Update frequency:
weekly
Average audio length:
22 minutes
Has sponsors
Video podcast
English
United States
93 episodes
since March 19, 2024
episodic

LATEST EPISODE 🔗

What can a client’s growth plans reveal—and when should a CPA bring specialists into the conversation? In the second edition of our Let's Talk Tax Season Three Fall Rewind, we revisit three conversations with host Dave McGuire on identifying specialty tax opportunities, coordinating planning befor…

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PREVIOUS EPISODES

Building a proactive CPA firm takes consistent client engagement and leaders prepared to deliver forward-looking advice. In this Season Three Fall Rewind episode of Let’s Talk Tax, we revisit two conversations about keeping opportunities moving and developing the professionals who will lead tomorro…
Customer-driven research is not automatically excluded from the R&D tax credit. But passing the four-part test is only the starting point. Host Dave McGuire joins David Seibel, EA, and Tanner Niehaus, CPA, to unpack the funded research exclusion and two key considerations for eligibility: econ…
CPA firms are being asked to deliver more than tax returns. What does the shift from compliance to advisory look like in practice? On this episode of Let’s Talk Tax, host Dave McGuire and guest Mike Hammel, MAcc, discuss how CPA firms can build deeper client relationships while navigating time con…
When a client is expanding, buying equipment, building a new facility, or entering a new state, property tax, fixed assets, and location strategy shouldn’t be separate conversations. In this episode of Let’s Talk Tax, Dave McGuire is joined by Ben Worrell, MBA, and Rebecca Patterson to explore how…
The IC-DISC has existed for decades, but many qualifying manufacturers and exporters have never evaluated the opportunity—or assume it disappeared after recent tax reform. In this episode of Let’s Talk Tax, Dave McGuire and Greg Lambrecht, CPA, explain how an Interest Charge Domestic International…
As businesses invest in artificial intelligence, they face new questions about workforce training, data security, and potential tax opportunities. In this episode of Let’s Talk Tax, host Dave McGuire and guest David Seibel, EA, explore how AI-related investments may intersect with the R&D tax …
Specialty tax opportunities are not limited to large corporations—and a business does not need millions in revenue or hundreds of employees to benefit. Dave McGuire hosts Mike Hammel, MAcc, to explore how CPAs can identify specialty tax opportunities within closely held manufacturers, contractors,…
Leadership succession is one of the greatest challenges facing CPA firms, but developing the next generation requires more than replacing retiring partners. In this episode of Let’s Talk Tax, TJ Sponsel speaks with Katie Thomas, CPA, CFP, CGMA, president and CEO of Honkamp P.C., about preparing em…
How much could the 2026 midterm elections actually change the tax landscape? Dave McGuire and Ashu Mahal, JD, CPA, break down what CPAs and businesses should be watching ahead of November, from the potential shift in congressional control to the future of existing tax provisions. They also discus…
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