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Artwork for Tax Section Odyssey

Tax Section Odyssey

AICPA & CIMA
Digital Assets
IRS
Engage Conference
Corporate Transparency Act
AICPA
Tax Compliance
Document Retention Policies
Wealth Tax
Tax Practice Management
Tax Season 2023
Tax Policy
Beneficial Ownership Reporting
IRS Tax Compliance
Section 6045
Tax Practitioners
Section 6050I
Unrealized Appreciation
Tax Preparation Strategies
Employee Classification
Independent Contractors

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.

PublishesTwice monthlyEpisodes106Founded4 years ago
Number of ListenersCategories
BusinessManagement

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Artwork for Tax Section Odyssey

Latest Episodes

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato sits down with tax expert Annette Nellen, Esq., CPA/CGMA, to discuss the latest developments in tax legislation, specifically H.R. 1, P.L. 119-21, th... more

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, delves into  the recently issued IRS Rev. Proc. 2025-28 with Mark Gallegos, CPA, MST, Partner — Porte Brown. Tune in to discover the implications of this IRS guidance and... more

In this episode, Benjamin Alarie, CEO and co-founder of Blue J, and Ashley Francis, CPA/PFS, owner of The Francis Group, PLLC, discuss the integration of artificial intelligence (AI) in tax research. They sift through the best practices for using AI ... more

On this episode, Chris Wittich, MBT, CPA, Partner — Boyum Barenscheer, joins again to discuss the latest updates on the employee retention credit (ERC) from H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Chris discusses... more

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Recent Guests

Ben Alarie
CEO and founder of Blue J
Blue J
Episode: Unlocking the future of tax research with AI
Ashley Francis
Owner of The Francis Group, expert in trust and AI
The Francis Group
Episode: Unlocking the future of tax research with AI
Chris Wittich
Tax professional at Boyle and Berenstur
Boyle and Berenstur
Episode: ERC — Legislative updates to processing and examinations
Bob Keebler
Partner with Keebler & Associates, frequent speaker on tax topics
Keebler & Associates
Episode: Latest Tax Proposals: Real-time Tax and Financial Planning Conversations
Katie Thomas
Owner of Leaders Online, a marketing agency specializing in digital marketing for accountants and CPAs.
Leaders Online
Episode: Maximizing Your Conference Experience: Tips and Strategies for Success
Mark Gallegos
Partner at Porte Brown
Porte Brown
Episode: Tax season survival guide
Will Hill
Founder and owner of Will Hill Consults
Will Hill Consults
Episode: Learning to listen differently to your clients and expand your advisory role
Jamie Lopiccolo
Owner and managing member of Capocore Professional Advisors
Capocore Professional Advisors
Episode: Learning to listen differently to your clients and expand your advisory role
Brian Davis
CEO of One Stop CPA, a firm focused on tax planning and advisory
One Stop CPA
Episode: Leveraging technology for a better client experience

Hosts

April Walker
Senior Manager specialized in tax practice and ethics, and a prominent host providing insights on tax legislation and professional development.
Mark Gallegos
Partner and firm leader at Porte Brown, recognized for advising small business owners on tax strategies and providing insights on legislative changes.

Reviews

4.5 out of 5 stars from 17 ratings
  • Great advice but..

    This podcast if filled with great advice and knowledge from experienced professionals. But the audio quality of the speakers, leaves something to be desired.

    Thank you for the great information. Please keep it coming.

    Apple Podcasts
    4
    htbracy
    United States4 years ago
  • Content is good, production quality lacking

    Great content. However still baffled why the AICPA is producing podcasts that sound like they’re on speakerphone. Time to give your host a quality microphone like any other podcast.

    Apple Podcasts
    3
    Brianqzo
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There are some concerns regarding the audio quality, which listeners feel detracts from an otherwise valuable content experience.
Listeners appreciate the wealth of knowledge shared by experienced professionals, highlighting the informative discussions and the actionable insights provided.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

BBB Crossover Special: Tax and planning strategies under the new law
Q: How can clients evaluate whether to accelerate gifting under the new law?
Those with lower wealth might find it harder to give away property, so strategic planning is critical.
BBB Crossover Special: Tax and planning strategies under the new law
Q: How should CPA financial planners integrate the SALT change into their models when advising clients?
They should model the new SALT deduction limits and understand how it impacts personal returns, advising clients on their specific situations.
BBB Crossover Special: Tax and planning strategies under the new law
Q: How will permanent extension of the TCGA tax cuts alter long-term income tax planning strategies?
The final bill locks in the TCGA tax brackets permanently, providing long-term certainty which is beneficial for planning.
PTET SALT deduction: AICPA’s “No. 1 priority”
Q: What is on the advocacy radar for the AICPA outside of the tax bill?
The AICPA is closely monitoring the future of the IRS, particularly regarding its service levels and workforce reductions, which concern its effectiveness post-COVID.
PTET SALT deduction: AICPA’s “No. 1 priority”
Q: What does the AICPA believe should happen with the PTET SALT deduction?
The AICPA believes that the PTET SALT deduction should be preserved due to its critical importance for pass-through entities and clients, particularly given recent restrictions that negatively impact them.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Tax Section Odyssey

What is Tax Section Odyssey about and what kind of topics does it cover?

Focused on the fast-evolving tax landscape, content revolves around tax legislation updates, thought leadership, and practical management advice for tax professionals. Episodes feature insights on various critical topics including tax research, employee retention credits, and the implications of recent laws on tax planning strategies. The combination of expert guests from diversified backgrounds enriches the discussions, providing listeners with actionable insights pertinent to maintaining compliance and optimizing their tax practices.

What sets this podcast apart is its emphasis on combining technical tax knowledge with practical advice tailored for professionals in the industry. The focus on both current events and strategical insights o... more

Where can I find podcast stats for Tax Section Odyssey?

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How many listeners does Tax Section Odyssey get?

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Which podcasts are similar to Tax Section Odyssey?

These podcasts share a similar audience with Tax Section Odyssey:

1. Talking Tax
2. AICPA Town Hall
3. Tax Notes Talk
4. Small Business Tax Savings Podcast
5. The Accounting Podcast

How many episodes of Tax Section Odyssey are there?

Tax Section Odyssey launched 4 years ago and published 106 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Tax Section Odyssey?

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What guests have appeared on Tax Section Odyssey?

Recent guests on Tax Section Odyssey include:

1. Ben Alarie
2. Ashley Francis
3. Chris Wittich
4. Bob Keebler
5. Katie Thomas
6. Mark Gallegos
7. Will Hill
8. Jamie Lopiccolo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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