Podcast Episodes
Back to SearchWashington Watch: Filing Season Pressures and Legislative Gridlock
Episode 68
Roger and Annie welcome back Thad Inge to decode what's happening in Washington DC as filing season kicks off. With potential government shutdowns, b…
5 months ago
2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm
Episode 67
Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, o…
5 months, 2 weeks ago
Navigate the One Big Beautiful Bill Act for Tax Season 2026
This is a bonus episode from a recent webinar Annie and Roger did.
Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill …
5 months, 4 weeks ago
Why That $350K Practice Isn't Worth What You Think
Episode 66
Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of te…
6 months, 2 weeks ago
Getting the Band Back Together: Former Commissioner Werfel on IRS Challenges Ahead
Episode 65
Former IRS Commissioner Danny Werfel and longtime agency communications chief Terry Lemons join Roger and Annie for a candid Thanksgiving conversatio…
6 months, 4 weeks ago
38 Minutes of Access: Inside a Real Tax Office Hack
Episode 64
John Barucci joins the show to break down his real-life data breach. John thought he had all the right safeguards in place: cyber insurance, firewall…
7 months, 2 weeks ago
Building a Year-Round Practice Through Representation Work
Episode 63
Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality managem…
8 months ago
AI for Tax Professionals: Beyond the Hype
Episode 62
Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harva…
8 months, 2 weeks ago
The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm
Episode 61
Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pr…
9 months ago
No Tax on Tips: Who Made the List and What It Means
Episode 60
Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digi…
9 months, 2 weeks ago