Tax Section Odyssey

Brian Davis, owner of One Stop CPA, returns to the Tax Section Odyssey podcast to discuss how technology can create capacity for more intentional advisory services. He shares lessons about building an advisory-first firm, including how to identify the right clients, package value beyond compliance and use practical tools to support better client conversations.

Questions answered in this episode:

· How can technology create capacity for more meaningful advisory work?

· What does an advisory-first tax practice look like in practice?

· How can practitioners uncover advisory opportunities within their existing client base?

· Why does client fit matter when building an advisory-focused firm?

· How can AI tools support better tax planning and client conversations?

Join us live at the 2026 National Tax Conference and hear Brian speak at the From AI Hype to Practical Adoption: Tools that Can Transform Tax Practice pre-conference workshop

AICPA resources

· Brian Davis Podcast

· Leveraging technology for a better client experience | Tax Section Odyssey podcast

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

On this episode, April Walker is joined by Benjamin Alarie, CEO and co-founder of Blue J, to discuss the ways that artificial intelligence (AI) is changing tax practice – not only by accelerating research and compliance work, but also by reshaping how firms define and deliver value.

Ben shares new research showing widespread AI adoption among tax professionals and how firms are using the resulting time savings to improve client service, strengthen work-life balance and focus on higher value advisory work. The discussion explores whether the traditional billable hour model still makes sense when technology can dramatically reduce time spent on technical tasks.

Together, April and Ben also examine the IRS Office of Professional Responsibility's (OPR) preliminary guidelines on responsible AI use and why professional judgement, due diligence and client trust remain essential in an AI-enabled profession.

Questions answered in this episode:

• How quickly are tax professionals adopting AI based on the most recent CPA.com/Blue J survey and what are they using it for?
• If AI can potentially provide research results in minutes instead of hours, how could this affect how firms think about pricing their services?
• What does the IRS Office of Professional Responsibility's guidelines on responsible AI use mean for tax practitioners?
• How can firms use AI to improve client service while maintaining professional responsibility and quality?

**Blue J's AI-powered tax research delivers instant, reliable insights grounded in primary authority, Tax Notes, and IBFD — so you can focus on applying your judgment where it matters most. Start your free trial today.

AICPA resources

AICPA insights: Introductory guidelines for responsible AI use in federal tax practice

2026 AI Tax Research Solution Outlook Report by CPA.com and Blue J

Artificial Intelligence (AI) Tax Research Center

Statements on Standards for Tax Services (SSTSs)

Treasury Department Circular No. 230

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode of the Tax Section Odyssey podcast, April Walker is joined by former IRS Communications Chief Terry Lemons, Public Relations Director — Frost Law, and Kelly Phillips Erb (Taxgirl), Senior Writer — Forbes, about what tax professionals should understand about the IRS, the media and today's fast-moving tax information environment. Their conversation explores IRS complexity, why tax stories matter, how misinformation spreads, the role of artificial intelligence (AI) and social media and why practitioners remain essential trusted guides for taxpayers.

Questions answered in this episode:

• What do IRS employees wish tax practitioners better understood about the agency
• What makes a tax story newsworthy from a media perspective?
• How can practitioners help clients sort through tax myths and misinformation?
• What role are AI and social media playing in spreading — and correcting — tax information?
• Why are tax professionals especially important in today's complex and noisy tax environment?

AICPA resources

IRS Practice & Procedures

Contacting the IRS FAQs

Best Practices for Written Communication with the IRS | Webcasts | AICPA & CIMA

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode of the Tax Section Odyssey podcast, host April Walker talks with Jennifer Dymond, founder and CEO of Spire Consulting Services, about how improv techniques can help tax practitioners build stronger client communication and greater advisory confidence. Their conversation explores how skills like active listening, curiosity, flexibility and staying present can help practitioners move beyond scripted compliance conversations and into more effective, collaborative advisory discussions.

Questions answered in this episode:

• What does improv actually mean in a professional setting?
• Why do tax practitioners often feel comfortable with compliance work but less confident in advisory conversations?
• How can the "yes, and" mindset improve listening, responsiveness, and client relationships?
• What should you do when a client seems disengaged, resistant, or not ready to collaborate?
• What practical questions or exercises can tax practitioners use to build stronger advisory communication skills?

AICPA resources

There is still time to register for the ENGAGE conference, coming up June 8 -11 in Las Vegas, NV. Dymond's referenced session is on Tuesday, June 9 at 4:10pm PT.

Reimagining your tax practice – Register for roundtables and watch prior recordings

Focused CPE for Tax Section members

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

After deadline season, it's tempting to move on and forget what didn't work — but this is the best time to make changes while the lessons are still fresh.

In this episode, April Walker is joined by Nancy McClelland, owner of The Dancing Accountant, to discuss small, realistic practice changes that can dramatically reduce tax-season stress. From shifting annual tasks to year‑round workflows and setting clear client expectations to using technology that streamlines document collection and follow-up, Nancy shares practical strategies that help tax pros protect their time, teams and sanity — without overhauling everything at once.

Questions answered in this episode:

• What's one practical change you can make right now that will noticeably improve next tax season?
• How can shifting "annual" work to monthly or year‑round workflows reduce deadline-season pressure?
• What are effective ways to set client expectations and boundaries — without damaging the relationship?
• How can technology reduce document-chaos, missing information and the constant chase for "one last form"?
• How do you define (and refine) your ideal client profile so you're working with clients you actually enjoy?

AICPA resources

ENGAGE 2026 conference session: How to Align Your Bookkeeper and Tax Accountant for Financial Success

Optimizing your tax practice

Reimagining your tax practice

Tax Communities on Engage365

Other resources

She Counts

Ask a CPA - Nancy's YouTube channel

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode of the Tax Section Odyssey podcast, host April Walker is joined by Michael Waalkes of Kostelanetz LLP to discuss Kwong v. United States and why it has become a practical, time-sensitive issue for CPA firms after filing season. The episode discusses the facts of the case and what it held at a high level, why Sec. 7508A's COVID disaster relief period (through July 10, 2023) is driving renewed attention, and how the reasoning may affect deadlines, refund-suit timing, and potential interest/penalty arguments for certain clients. The conversation focuses on what firms are doing right now — client communications, internal triage, documentation, and risk management — along with how to think about tools like client alerts and protective claims while the law and potential IRS guidance continue to develop.

Questions answered in this episode:

• What did Kwong v. United States actually hold, and why did it is a "post–April 15" priority for firms?
• How does Sec. 7508A's COVID disaster relief period (through July 10, 2023) affect statutes of limitation and other key deadlines?
• Which clients and fact patterns should firms' triage that might be affected by this ruling?
• What's the practical risk-management approach when the law is still unsettled?
• What is a "protective claim," and when might it make sense (or not) in the context of Kwong and potential interest/penalty arguments?

AICPA resources

AICPA IRS Practice & Procedures resource center

Disaster Tax Relief Procedures and Processes

Other resources

National Taxpayer Advocate Blog: Tens of Millions of Taxpayers May be Eligible for Significant Tax Refunds - If they act by July 10

KWONG v. USA court decision

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato is joined by Melanie Lauridsen, AICPA VP of Tax Policy & Advocacy and Todd Sloves, AICPA Director of Congressional & Political Affairs, to discuss why paid tax preparer oversight is back in the spotlight. The conversation looks at key findings from a recent Government Accounting Office (GAO) report, what "minimum professional standards" could mean for the largely unregulated preparer market, and how the Senate's Taxpayer Assistance and Service (TAS) Act would implement guardrails and enforcement tools. The episode also explains a practical proposal from the SAFE Act that could simplify filing extensions and reduce penalty risk for taxpayers.

Questions answered in this episode:

• What did the GAO find in its latest report on paid tax return preparers, and why does it matter to taxpayers and the IRS?
• Why are so many paid tax preparers considered "unregulated," and what risks can that create for taxpayers?
• What are "minimum professional standards" for paid preparers, and what role does the AICPA support for establishing them?
• How would the TAS Act change IRS authority and guardrails around PTINs (including the ability to revoke and restore a PTIN)?
• How would the SAFE Act's extension safe harbor simplify filing an extension and help reduce underpayment penalty exposure?

AICPA resources

AICPA Advocacy news and resources

AICPA Tax Section

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Filing season is here — and so is confusion. In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Mark Gallegos, CPA, MST, Partner — Porte Brown, to break down the most common questions around the new H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) provisions, from Trump accounts to the senior deduction as well as discussion around electronic payments and refunds. Practical guidance is here to help you cut through the noise and get it right.

What you'll learn from this episode:

• How new Trump accounts are prompting new client questions while key issues remain unresolve
• How to clear up confusion around the senior deduction and social security taxation
• What additional information may be needed from clients for the new deductions for tips, overtime and auto loan interest
• Why practitioners might need to ask more questions related to energy credit expenditures
• That managing client misinformation and expectations is a core busy-season skill, especially as guidance continues to evolve.

AICPA resources

Planning after tax changes

FAQs on qualified tip and overtime deductions

IRS Payment Modernization: Sending and Receiving Funds Electronically

IRS Practice & Procedures

Trump accounts under Sec. 530A — FAQs and insights

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Kasey Pittman, Managing Director of Tax Policy — Cherry Bekaert. A recent Supreme Court decision invalidated key tariffs issued under the International Emergency Economic Powers Act (IEEPA) — raising major questions about refunds, executive authority and what comes next. We discuss the ruling itself, explain what tariffs are impacted and outline practical steps tax practitioners should consider right now for importer clients.

What you'll learn from this episode:

· Why the Supreme Court invalidated the IEEPA tariffs

· Which tariffs are affected and which remain in place

· What we know (and don't know) about potential refunds

· How tax practitioners with importer clients can add value right now

· What to watch next in tariff policy

AICPA resources

Supreme Court decisions: Implications for the tax and accounting profession

Tariff Resource Center

Tax implications of tariffs

Other resources

Global Business Alliance (GBA) Tariff Tracker

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this joint episode with the Personal Financial Planning (PFP) podcast, hosts Cary Sinnett, CPF, CAP, CFT-1, CExP, and April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, are joined by is joined by Sebrina Ivey, CPA/PFS to explore Trump accounts, also known as Sec. 530A accounts. These accounts are a new tax-advantaged savings vehicle for children created under H.R 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). The episode focuses on what CPAs need to know now to advise families on coordinating these accounts with broader tax, estate and financial plans.

NOTE: Gift tax return/GST tax return requirements for contributions to a Trump Account: At this time, Treasury and the IRS have not provided guidance under Sec. 530A clarifying that contributions to Trump Accounts are considered a completed gift of a present interest in property eligible for the annual gift tax exclusion ($19,000 per recipient for 2026 gifts). Without further guidance, it appears any contribution to a Trump Account will be considered a taxable gift of a future interest and therefore subject to both gift and GST tax — effectively reducing a taxpayers' federal estate tax lifetime exclusion ($15M for deaths occurring in 2026).

What you'll learn from this episode:

• What Trump Accounts are and how they fit alongside 529s, Roth IRAs and custodial accounts
• Understand who can contribute and how much to Trump Accounts
• Key contribution, investment and compliance rules for these accounts
• How to plan ahead for key transition points

Resources

Trump Accounts under Sec. 530A — Timeline and insights

IRS Trump Accounts

IRS Notice 2025-68

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.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.