20 episodes

Welcome to Let's Talk Tax, a show for growth-minded professionals in tax. Whether you're crunching numbers in a CPA firm or managing real estate portfolios, we've got something for you. Our goal is to make tax concepts relevant, growth-minded, and, most importantly, understandable. Let's Talk Tax is designed for everyone, from entry-level associates to seasoned partners with clients seeking expert insights. So stay tuned, stay informed, and let's talk tax!

Let's Talk Tax McGuire Sponsel

    • Business
    • 5.0 • 5 Ratings

Welcome to Let's Talk Tax, a show for growth-minded professionals in tax. Whether you're crunching numbers in a CPA firm or managing real estate portfolios, we've got something for you. Our goal is to make tax concepts relevant, growth-minded, and, most importantly, understandable. Let's Talk Tax is designed for everyone, from entry-level associates to seasoned partners with clients seeking expert insights. So stay tuned, stay informed, and let's talk tax!

    Identifying Growth Opportunities in Manufacturing & Other Industries

    Identifying Growth Opportunities in Manufacturing & Other Industries

    This week on Let’s Talk Tax, host Tim LeMasters and guest Reid Pittard, Relationship Manager in McGuire Sponsel's Location Advisory Services, discuss identifying credit and incentive opportunities for clients. Reid shares insights on compliance complexities, timelines, and key triggers for leveraging economic development incentives across various industries. Learn about real case studies and the critical steps CPAs and real estate professionals should consider when helping clients tap into these financial opportunities.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you next Thursday, July 24th, for the next Let's Talk Tax episode featuring Tim LeMasters and Dave McGuire!

    • 24 min
    Is Your Firm Built Properly to Scale International Tax?

    Is Your Firm Built Properly to Scale International Tax?

    This week on Let's Talk Tax, host TJ Sponsel and guest Greg Lambrecht discuss strategies for building a successful international tax practice. This episode covers the history and growth of McGuire Sponsel's Global Business Services practice, common challenges CPAs face with international tax compliance, and the importance of transfer pricing. Learn about the pitfalls and myths surrounding international tax forms, compliance, and how to support client relationships effectively. Greg shares his insights and real-world examples from his extensive experience in public accounting and international tax.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you next Thursday, July 17th, for the next Let's Talk Tax episode featuring Tim LeMasters and Reid Pittard!

    • 24 min
    Common Misconceptions of Cost Segregation

    Common Misconceptions of Cost Segregation

    This week on Let's Talk Tax, host Dave McGuire and first-time guest Craig Fouts discuss common misconceptions about cost segregation. Craig, a Principal in McGuire Sponsel's Fixed Assets practice, explains how cost segregation is more than just a timing difference and can be highly beneficial in today's economic climate of high interest rates and capital concerns. They dive into the details of how and when to apply cost segregation, its impact on audits, and the importance of collaborating with an expert. Whether you're a seasoned CPA, a real estate professional, or a newcomer, this episode offers invaluable insights into maximizing tax benefits through cost segregation.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you Thursday, July 10th, for the next Let's Talk Tax episode featuring TJ Sponsel and Greg Lambrecht!

    • 17 min
    Building Trusted Partnerships

    Building Trusted Partnerships

    This week on Let's Talk Tax, host Tim LeMasters and returning guest Jerry Hammel, a seasoned CPA with over 30 years of experience, delve into the importance of building successful and trusted partnerships in the realm of tax services. Their discussion focuses on the strategies and due diligence required to find and collaborate with specialty providers, using cost segregation as a primary example. Jerry shares his vast knowledge on how to evaluate potential service providers, the importance of marrying engineering with tax knowledge, and the value of long-term professional relationships.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you next Thursday, June 27th, for the next Let's Talk Tax episode featuring Dave McGuire and Craig Fouts!

    • 20 min
    Technology Trap Doors and the R&D Credit

    Technology Trap Doors and the R&D Credit

    This week on Let's Talk Tax, host TJ Sponsel is joined by guest Richie Abedin, a Senior Tax Consultant specializing in R&D tax credits for technology-minded clients. They discuss the intricacies of the R&D tax credit, especially as it relates to artificial intelligence (AI) and other emerging technologies. Key topics include the differences between automation and AI, the nuances of qualifying research activities, and the myths surrounding R&D and software development. The episode also delves into industry-specific scenarios like managed IT providers, SaaS providers, and companies investing in dual-purpose technology. Richie provides expert insights on what qualifies for the R&D tax credit, the challenges clients face, and the importance of proper documentation.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you next Thursday, June 20th, for the next Let's Talk Tax episode featuring Tim LeMasters and Jerry Hammel!

    • 23 min
    Building Portfolios Through Specialized Expertise

    Building Portfolios Through Specialized Expertise

    This week on Let's Talk Tax, host Tim Masters is joined by guest Jerry Hammel to discuss the evolving role of CPAs in current market trends. Jerry shares insights from his 38-year career working with closely-held businesses, emphasizing the importance of understanding clients' operations to offer strategic tax services. They explore challenges faced by modern CPAs, especially in a fast-paced, post-COVID world, and the impact of private equity in the industry. Jerry also provides valuable tips for emerging CPAs on building technical expertise and effectively using specialty tax services to add value for clients. The discussion highlights strategies for maintaining strong client relationships and continually improving service offerings.


    As always, check us out on ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠. For today's show notes and more, visit ⁠⁠⁠⁠⁠⁠⁠⁠mcguiresponsel.com/letstalktaxpodcast⁠⁠⁠⁠⁠⁠⁠⁠.


    Thanks for listening. We will see you next Thursday, June 13th, for the next Let's Talk Tax episode featuring TJ Sponsel and Richie Abedin!

    • 31 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

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