Are you a CPA or maybe just a startup entrepreneur looking for the latest insights into the tax industry? In this podcast series, we sit down with leaders across the community to discuss trends, technology, and updates that you or your business can utilize to help grow your community, generate more revenue, and expand your knowledge.
Episode 15: Banking on the Greens: Topgolf Orlando Special
In this exciting episode, we take our mics to Topgolf Orlando for a unique and insightful gathering. Join us as we sit down with four banking professionals, each representing a different tax industry financial institution. These individuals, with their years of experience in the world of finance, each bring a unique background and outlook to the tax industry.
Our guests for this special Topgolf episode include:
Eli Nunez from Santa Barbara Tax Products GroupCarter Dempsey from Republic BankWendy Angel from Refund AdvantageJesse Arroyave from Refundo
As golf balls fly and friendly competition unfolds during CrossLink's Annual VIP Golf Tournament at Topgolf Orlando, we delve into the unique perspectives of these banking professionals. They share their career journeys and valuable insights into their respective institutions.
Whether you're a golf aficionado, a banking enthusiast, or simply curious about the world of finance, this episode promises an enjoyable and informative experience. Tune in for a lively conversation at the intersection of leisure and finance.
Episode 14: Swift Bonuses, Blockchain, and the IRS
In this episode, we delve into three interconnected topics that are shaping the landscape of money and taxation.
First, we unravel the headlines surrounding global pop sensation Taylor Swift's life-altering giving. Discover how Taylor Swift's generous bonuses extend beyond the spotlight.
Next, we pivot to the revolutionary realm of blockchain technology and stablecoins. Explore the innovative strides being made by financial fintech giant, PayPal as they introduce their very own stablecoin into the digital ecosystem. We'll break down the concept of stablecoins, and their potential impact,
But that's not all – buckle up as we dive into the intriguing world of the Internal Revenue Service (IRS). Get the inside scoop on the IRS Nationwide Tax Forums, where tax professionals gather to exchange insights and stay up-to-date with the latest tax regulations and strategies. We'll also shed light on the IRS's ambitious paperless initiative, exploring how it's modernizing the way we interact with the tax system and what it means for taxpayers.
Whether you're a fan of Taylor Swift, a fintech enthusiast, a tax aficionado, or simply curious about the dynamic changes in our financial world, this episode promises a thought-provoking exploration of bonuses, blockchain, and the IRS. Tune in and join our host as he guides you through this engaging and enlightening modern financial discussion.
Register for the IRS Nationwide Tax Forum
Episode 13: Game-Changing Talents, Tech, and Taxes: The Kylian Mbappe Deal, TaxPass Mobile Site, AI Advancements, and IRS Policy Shift
We are back! In today's episode, we delve into a captivating blend of sports, technology, and policy changes, featuring none other than the remarkable soccer prodigy, Kylian Mbappe, and exploring the revolutionary TaxPass Mobile Site, alongside cutting-edge developments in Artificial Intelligence (AI) and recent IRS policy changes.
Whether you're a sports enthusiast curious about the financial aspects of stardom, a tech-savvy individual intrigued by the advancements in AI and the TaxPass Mobile Site, or someone seeking clarity on recent IRS policy changes, this episode has something for you. Tune in to this episode of the Taxverse Podcast Experience as we unravel the captivating stories and transformative innovations that shape the intersection of sports, technology, and taxes.
Kylian Mbappe Deal: https://sports.yahoo.com/reports-al-hilal-world-record-112558243.html?src=rss
AI Story: https://www.taxpolicycenter.org/taxvox/will-artificial-intelligence-be-able-prepare-our-tax-returns
IRS Release: https://www.irs.gov/newsroom/irs-ends-unannounced-revenue-officer-visits-to-taxpayers-major-change-to-end-confusion-enhance-safety-as-part-of-larger-agency-transformation-efforts
Thank you for listening to the Taxverse Podcast Experience!
Episode 12: Uncovering the Dark Side of Taxes: Exposing the Latest Scams
In this episode of the podcast, Zac will dive deep into the world of tax scams and frauds. Tax season is already a stressful time for most people, but unfortunately, it's also a prime time for scammers to try to take advantage of taxpayers. We'll be exposing some of the latest and most common scams to help you stay informed and protected.
From fake IRS phone calls to phishing emails, we'll discuss how these scams work and what you can do to avoid becoming a victim. Don't miss out on this episode, as it could save you from falling victim to a tax scam.
IRS 2023 Dirty Dozen
Advantages of Creating an IRS Online Account
IRS Offer in Compromise Pre-Qualifier Tool
Episode 11: The Final Stretch: Last-Minute Strategies for Ending Tax Season Strong
In this episode, we are joined by Cassi Watkins, an experienced Enrolled Agent (EA) who shares some last-minute strategies for ending tax season strong. As the tax deadline approaches, many taxpayers are rushing to meet the deadline, and it can be overwhelming for tax professionals as well.
Cassi shares her insights on how to manage the stress and pressure of tax season and provides some practical tips for tax professionals to ensure a smooth and successful tax season. She emphasizes the importance of organization, communication, and staying up-to-date on tax laws and regulations.
Throughout the episode, Cassi shares her own experiences and insights from her years of working in the tax industry. Her expertise and practical advice make this episode a must-listen for any tax professional looking to end tax season strong. So, whether you're a seasoned pro or just starting out in the industry, tune in to this episode and get some valuable tips and strategies to help you finish tax season on a high note.
Episode 10: Navigating IRS Tax Forums in 2023
In this episode, we sit down with our Senior Marketing Manager Justin Gray to discuss his experience navigating the IRS Tax Forums. Justin shares his insights on what to expect at the forums, how to make the most out of the experience, and strategies for networking and building relationships with fellow attendees.
He also touches on the benefits of attending the forums, including the opportunity to learn about new tax laws and regulations, as well as network with other professionals in the industry.
Whether you're a seasoned tax professional or just starting out in the field, this episode is packed with valuable information that will help you navigate the IRS Tax Forums with confidence and get the most out of your experience. So tune in and join us as we learn from Justin's wealth of knowledge and experience!