In this episode, Jason Dinesen breaks down three big updates affecting accountants, tax preparers, and small business owners in Fall 2025:

🔹 1. Draft W-9 Changes

The IRS has released a draft of Form W-9 that could significantly change how sole proprietors and single-member LLCs report their Taxpayer Identification Numbers. Jason explains:

What’s in the draft (and what’s not official yet)

Why sole proprietors might soon be required to use their Social Security Number

How to keep tabs on the official IRS W-9 page for updates

🔹 2. 1099-K Thresholds and the “Big Beautiful Bill”

The so-called “Big Beautiful Bill” rolled back the $600 threshold for third-party payment reporting. Jason discusses:

Why the $20,000 / 200-transaction rule is back

How this impacts gig workers, small sellers, and payment apps like Venmo and PayPal

Whether the IRS really gained anything from the lower threshold

🔹 3. The Tax Benefit Rule Returns

With the new $40,000 SALT cap and permanent standard deduction increases, more taxpayers may again face taxable state refunds. Jason explains what the tax benefit rule is, how it works, and why it’s suddenly relevant again.

🎧 Listen and Learn
🎓 Earn CPE Credit:
You can earn continuing education credit for watching or listening through My-CPE.com (remember the hyphen!).

Jason’s back with a grab bag of timely tax and accounting updates pulled straight from his teaching sessions and client questions.

In this episode of Accounting in the Wild, you’ll hear about:

• Big Beautiful Bill (BBB) — the brand-new overtime pay deduction, how “qualifying overtime” is defined under the Fair Labor Standards Act, and why W-2s aren’t changing in 2025 (but employers still have new reporting duties).
• Trump Accounts — what they are, how they work, and the unanswered questions around the $2,500 employer contribution rule.
• Electronic filing of 1099s — the difference between the IRS FIRE and IRIS systems, plus when using a third-party provider might make sense.
• 1099-K reporting threshold — BBB restores the 200 transactions / $20,000 limit.
• Contractor vs. employee — why the Department of Labor’s interpretation just shifted back to a pre-Biden stance.

Whether you’re a tax pro, CPA, EA, or just curious about the latest changes, this episode is packed with real-world explanations you can put to use immediately.

🎓 Earn CPE credit for listening to this program through our sponsor My CPE One: https://my-cpe.com (make sure to include the hyphen — my-cpe.com).

It’s summertime... but there’s still tax planning to do.

In this solo episode of Accounting in the Wild, Jason Dinesen breaks down what tax professionals (and taxpayers!) need to know right now — before key deadlines and credits disappear.

In this episode:

• ⚡ Energy credits are going away — EV, solar, appliances, and more
• ✉️ IRS will no longer accept paper checks after September 30
• 🏕️ Day camps and the daycare credit: what counts?
• 💸 Overtime and tip deductions — where do they go on the return?
• 🚗 Also the new deduction for certain car loan interest deduction -- where does it go?
• 🧾 Written Information Security Plans (WISPs) — are you in compliance?
• 🧓 Did Congress eliminate tax on Social Security? Nope — here's what they actually did

Timestamps:
00:00 – Welcome
00:27 – Expiring energy credits (EV, solar, windows)
04:34 – Section 179D update for commercial projects
06:48 – IRS ends paper checks (big change alert!)
10:35 – Day camps and the child care credit
12:49 – Daycare credit changes under BBB (starting 2026)
14:32 – Dependent care FSAs increase to $7,500
16:49 – Tip/overtime deduction ≠ AGI deduction
18:53 – Car loan interest deduction: the rules
20:48 – Written data security plans (WISP)
22:37 – Social Security taxation myths
24:47 – Final thoughts

CPE Credit Available:
Want continuing ed credit for this episode? Listen on MyCPE.com — search “Accounting in the Wild” to get started.

Hosted by: Jason Dinesen, EA
Founder of Dinesen Media Ventures | Tax Pro | Educator | Storyteller

Brought to you by: MyCPE.com — offering 15,000+ hours of online CPE & CE for CPAs, EAs, and tax pros.

🎧 Subscribe on your favorite platform and stay up to date on tax topics, stories from the trenches, and interviews from the frontlines of accounting.

In this episode of Accounting in the Wild, Jason welcomes Nick Mullen, Chief Advisor at Entoo Security, for a critical conversation about cybersecurity for tax pros and accounting firms.

***DISCOUNT*** Mention Accounting in the Wild when you sign up for services with Entoo Security and they'll give you a 50% discount on your onboarding fees!

Topics:

• Why “just don’t click the link” isn’t real protection
• How hackers use DocuSign, QuickBooks, and even deepfakes to target small firms
• Why antivirus is no longer enough
• MFA: what works, what doesn’t, and how criminals get around it
• How to securely offshore work (hint: it’s not just handing over your passwords)
• What the FTC Safeguards Rule and the IRS’s WISP template mean for your firm
• Where and how to get started on protecting your data

🎁 Special offer: Mention Accounting in the Wild and get 50% off onboarding at Entoo Security
🌐 https://www.entoosecurity.com
📩 [email protected]

🎙️ Hosted by Jason Dinesen — accountant, educator, former radio guy, and passionate explainer of the real world behind the spreadsheets.

In this episode of Accounting in the Wild, Jason is joined once again by Randy Eickhoff of Acena Consulting for a real-world discussion on two powerful tax strategies for real estate investors and building designers: cost segregation and the Section 179D deduction.

They explore:

• What Section 179D is and who qualifies
• How cost segregation works and when it makes sense
• IRS audit considerations and Form 3115 catch-up strategies
• The surprising connection between 179D, cost seg, and the R&D credit
• Why these strategies are about more than just tax savings—they’re cash flow tools

Whether you're a tax pro, real estate investor, or just tax-curious, this episode will give you practical insights into using the tax code to your advantage.

🔗 Learn more about Randy’s firm at acenaconsulting.com

In this solo episode, Jason Dinesen dives into the proposed 1099-related changes in the so-called Big Beautiful Bill. From raising the reporting threshold to resetting Form 1099-K rules, this episode covers what’s really in the legislation—and what it means for you.

Topics covered:

• Proposal to raise the $600 threshold to $2,000 starting in 2026
• Return of the 200 transaction / $20,000 rule for Form 1099-K
• New reporting form for auto loan interest
• The planned phase-out of the FIRE system by December 2026
• 1099 history trivia to impress your tax friends

Whether you're an accountant, AP professional, or just a 1099 nerd, this episode is packed with valuable insights.

📌 Note: These changes are proposed, not final—don’t update your systems just yet!

🎙️ Accounting in the Wild is sponsored by My-CPE. Get continuing education credit and access 15,000+ hours of content at my-cpe.com (with the hyphen!).

In this episode, we explore how to build a business that truly works for you — not the other way around. Mike Grinberg, a growth consultant for professional services firms, shares his insights on:

✅ Defining your owner’s intent – why you need to be crystal clear about what you want from your business
✅ Moving from transactional work to high-value advisory – how to make the leap and deliver real impact
✅ Using frameworks and methodologies as your unique IP – how to stand out and charge premium rates

🔑 Key takeaway: It’s not just about making money. It’s about building a business that aligns with your goals and desired lifestyle.

🎧 Listen and learn how to:
• Identify your ideal clients
• Build real relationships that go beyond compliance
• Create frameworks that reduce client risk and make you the go-to expert

🔗 Connect with Mike Grinberg:
LinkedIn: https://www.linkedin.com/in/mikegrinberg
Website: https://www.proofpoint.marketing/

🔗 Connect with Jason Dinesen / Dinesen Media Ventures:
Website: https://www.dinesenmedia.com/
LinkedIn: https://www.linkedin.com/in/jasondinesen/

Join host Jason Dinesen live from the IOFM Spring Conference in Orlando as he sits down with Jess Scheer, Executive Editor at the Institute of Finance & Management (IOFM), to explore why IOFM is the go-to resource for Accounts Payable, Accounts Receivable, and financial operations professionals.

🎧 In this episode:

• What IOFM is and who it serves
• The power of the "Ask the Expert" feature (and how Jason fits in!)
• Certifications for AP, AR, and 1099 professionals
• The value of benchmarking and performance data
• Upcoming IOFM events and how to attend
• Why IOFM membership often pays for itself—fast

Whether you're deep in the AP trenches or overseeing a finance team, this episode unpacks how IOFM can help you get better answers, faster.

🔗 Learn more at https://www.iofm.com
🎙️ Subscribe to Accounting in the Wild for more on-the-ground insights from the world of accounting!

#IOFM #AccountingPodcast #AccountsPayable #AccountsReceivable #1099 #FinancialOperations #JasonDinesen #AccountingInTheWild

Exit planning isn’t just for business owners nearing retirement. It’s a proactive strategy that strengthens your business today, while preparing you for a successful transition in the future — whether that’s selling, passing it on, or scaling down.

In this episode of the Accounting in the Wild podcast, Herb Cogliano of Aspire Growth Advisors joins us to break down why exit planning should be top-of-mind for all business owners — no matter their current stage.

Guest Bio:

Herb Cogliano is the founder of Aspire Growth Advisors and a Scaling Up Certified Coach. He’s helped dozens of companies improve profitability, team alignment, and leadership strength — all while preserving culture and values. Herb’s background includes leading his family's business through significant transformation and working globally with leaders ready to scale.

🔗 Learn more at: https://www.aspiregrowthadvisors.com

Life coach Andrea Millar joins us to talk about how accountants and tax pros can maintain their mental health during tax season.