Clear Filters

Podcast

April 18, 2024

17:48

Speakers: Marci Spivey, Deborah Walker

Listen as we discuss IRS estimated payment guidelines, from estimated tax payments, withholding, and related cash flow planning.

Podcast

January 24, 2024

23:11

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Join tax experts as they discuss the IRS ERC Voluntary Disclosure Program. Gain insights into correcting invalid claims and filing ERC claims before the approaching deadline.

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

Podcast

October 20, 2023

12:21

Speakers: Jim Holman, Steve Holliday

Listen to our podcast to discover strategies on how to get started for fostering a culture of continuous improvement and driving transformation in your organization.

Podcast

October 10, 2023

10:09

Speakers: Jim Holman, Steve Holliday

Discover the importance of the Business Process Maturity Model and its attributes to advance your organization’s continuous improvement. Explore the 5 maturity levels.

Podcast

September 29, 2023

24:57

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Stay informed about ERC updates and IRS guidance. Learn about credit unions' ERC eligibility, dirty dozen, recapturing erroneous ERC claims, disqualifications, and more.

Podcast

September 11, 2023

20:44

Speakers: Brooks E. Nelson, Sarah McGregor

Get a comprehensive understanding of tax rules for nonprofits. Explore Form 990, IRS requirements, and key considerations for board members and leaders.