Clear Filters

Podcast

December 16, 2021

43:58

Speakers: Brooks E. Nelson, Sarah McGregor, Michael Elliot, Barry Weins

Listen to our podcast as we discuss 2021 federal guidance and court cases that have an impact on closely held businesses and their owners.

Podcast

November 30, 2021

17:34

Speakers: Carol Marin, Gregory Marx

Listen to our podcast to learn tax-saving steps government contractors can take before the year ends. Contact us for help with your year-end tax planning.

Podcast

November 12, 2021

32:44

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Build Back Better Bill tax provisions are impacting international business operations, including GILTI and FDII tax rates, foreign tax credits & BEAT. Learn more.

Podcast

November 12, 2021

28:19

Speakers: Brooks E. Nelson, Sarah McGregor, Deborah Walker, Michael Elliot

Find out more on tax provisions impacting individuals & businesses in the latest version of the Build Back Better bill. Get planning ideas for taxpayers to consider.

Podcast

November 5, 2021

08:53

Speakers: Christopher L. Lewis

Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.

Podcast

November 2, 2021

29:38

Speakers: Brooks E. Nelson, Sarah McGregor

Listen to our podcast to learn the pandemic’s impact on the IRS & what happens behind the scenes for tax returns & IRS’ technology changes.

Podcast

October 28, 2021

32:41

Speakers: Brooks E. Nelson, Sarah McGregor, Catherine Shaw

Find out how states are responding to SALT Cap & what to consider before opting into pass-through entity taxation.

Podcast

September 17, 2021

37:10

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Listen to our podcast as we discuss key highlights and surprises of the draft bill legislation, including proposed tax rate changes & the taxpayers who may be impacted.

Podcast

September 14, 2021

08:29

Speakers: Michael G. Kirkman, Michael B. Vidal

Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.

Podcast

August 31, 2021

34:39

Speakers: Brooks E. Nelson, Sarah McGregor, David Flinchum

Listen to our podcast to learn about the SECURE Act as we discuss current trends in employer retirement savings plans and more.