Podcasts by Simply Tax
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
Further podcasts by Damien R. Martin, CPA
Podcast on the topic Wirtschaft
All episodes
What's An NFT? #153 from 2022-11-17T22:55
Guests Nik Fahrer and Tom Haldiman return to the podcast to follow up on and take a deeper dive into nonfungible tokens (NFTs) with host Damien Martin. Here’s what they discuss:
- Who... Listen
Wealth Accumulation Nation #152 from 2022-10-28T22:00
FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumula...
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New Market Tax Credit #151 from 2022-10-06T16:45
The New Markets Tax Credit (NMTC) Program is a federally funded program designed to attract private investment into distressed communities. Investors are incentivized to provide outside capital ...
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Simply Five #150 from 2022-09-21T23:00:38
Five years ago today we released our very first episode of the “Simply Tax” podcast, Talking Ta...
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Lease Accounting Implementation #149 from 2022-09-08T23:00
FASB’s new lease standard requires lessees to recognize all leases with terms greater than 12 months on their balance sheet as lease liabilities with a corresponding right-of-use asset. After de...
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Mandatory Capitalization Of R&D #148 from 2022-09-02T15:34:05
For tax years beginning after December 31, 2021, the legislation informally known as the Tax Cuts and Jobs Act eliminated the option to deduct research and development (R&D) expenditure...
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A Case For The Mondays #147 from 2022-07-28T11:00
What word comes to mind when you think about your Mondays? Host Damien Martin talks with returning guest Sam Allred about why he loves Mondays and uses them as his litmus test for navigating his...
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Forward Vision #146 from 2022-07-07T11:02:29
On June 1, 2022, FORVIS was created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG). Host Damien Martin sits down with FORVIS CEO Tom Watson and FORVIS G...
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Legislative Check In #145 from 2022-05-31T14:00
What tax changes are possible in 2022? Will we see any of the proposals included in Build Back Better incorporated into other legislation? Guest Travis Lucas returns to the podcast with host Dam...
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Strategies For Your Wealth #144 from 2022-04-28T14:00:56
An optimal family wealth strategy is holistic and combines both investment and estate planning strategies. Do you know when and where to start? Host Damien Martin unpacks the important but often...
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Digital Asset Discussion #143 from 2022-03-29T10:30
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Yet the rapid evolution of the industry and a sea of unfamiliar technical ...
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What's ESG #142 from 2022-02-25T21:27:24
What are environmental, social, and governance (ESG) standards? How do they affect my business? Host Damien Martin sits down with guest Dirk Cockrum to define ESG, explain its potential effects, de...
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Write On #141 from 2022-02-16T12:00
As returning guest Ted Kontopoulos puts it, “The whole point about writing, like speaking, is communicating.” Host Damien Martin sits down with Ted to discuss the importance of writing and actionab...
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State Of The CPA #140 from 2022-02-01T21:00:27
The CPA credential is a symbol of trust and professionalism in the world of business that unlocks a career of endless opportunities. Host Damien Martin sits down with Todd Shapiro—the CEO of the Il...
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Innovation: Why&How #139 from 2022-01-14T22:23:40
Innovation has become an increasingly popular word both at home and in the office—but what is it and why do you need to be focused on it? Guest Dustin Bobbitt joins host Damien Martin to break i...
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Top 10 Tax Cases Of 2021 With Tony Nitti #138 from 2021-12-24T14:00
If you thought the twists and turns of 2020 made it difficult to keep up with tax court cases, 2021 gave you a run for your money! Frequent guest Tony Nitti joins host Damien Martin for our thir...
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The Value Of ESOPS&Business Valuations #137 from 2021-12-20T14:02:58
Employee stock ownership plans (ESOP) and business valuations often play a key role in succession and continuity planning. BKD’s Cara Benningfield and Shaun Duffin join host Damien Martin to exp...
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2021 Year-End Tax Advisor #136 from 2021-12-10T11:30
It’s been another year like no other amid tax law changes, a shifting economy, an ongoing global pandemic, and new regulations—and the BKD ...
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Turkey Time Tax Talks with Ed Karl #135 from 2021-11-24T17:23:32
Conversations on tax change are picking up steam with recent developments in the Washington. Frequent guest Ed Karl—vice president of taxation at the AICPA—returns to the podcast to break down t...
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Cybersecurity With Cy The Cyber Guy #134 from 2021-11-15T22:06:29
The threat and impact of cybercrime have become an unwanted part of our daily lives. Cy “the Cyber Guy” Sturdivant joins host Damien Martin to break down the biggest cybersecurity threats and pr...
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Where Things Stand With Build Back Better #133 from 2021-10-25T16:58:21
A deal on budget reconciliation is proving elusive in Congress. Guest Travis Lucas is back with host Damien Martin to cut through the static of the headlines in Washington, D.C. Here’s what they...
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Is Section 1202 Through? #132 from 2021-10-21T11:59:03
Internal Revenue Code (IRC) Section 1202 provides a meaningful exclusion for the gains from the sale of qualified small business stock (QSBS). Guest Rick Klahsen returns to the podcast with host...
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Wealth Planning For Build Back Better #131 from 2021-10-11T14:38
Several provisions included in proposed legislative text approved by the House Ways and Means Committee on September 15, 2021, would significantly change the estate planning world if enacted. Gu...
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SALT Renaissance #130 from 2021-09-30T14:28:49
While the prospect of federal tax law changes has dominated the headlines and airwaves lately, there are several significant developments taking shape in the state and local tax (SALT) space tha...
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Reconciling Reconciliation&More #129 from 2021-09-15T19:58:14
Guest Travis Lucas returns to the podcast to join host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Listen to find out what the proposal...
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What's It Like To Be A Tax Intern? #128 from 2021-08-31T14:46:42
An internship in public accounting can be one of the most rewarding yet nerve-racking experiences on the journey to a career in tax. Hear from four students who completed a summer internship wit...
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The Family Office: Why Have One? #127 from 2021-08-16T21:02:44
Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and ...
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Tax Legislative Halftime Report #126 from 2021-07-30T10:00:35
Headlines are swirling in Washington D.C. on a bipartisan infrastructure deal in the U.S. Senate and a $3.5 trillion budget reconciliation deal between Senate Democrats. Host Damien Martin cuts...
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Construction&Real Estate Industry Updates #125 from 2021-07-02T14:32:30
How has the construction and real estate industry changed in the past year? What should executives in the hospitality industry be focused on? Is the possibility of tax change affecting decisions...
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Tax Associate To CEO #124 from 2021-06-11T13:36:17
Have you ever wondered what it would be like to be a CEO? Host Damien Martin caught up with Ted Dickman in his final days as BKD’s CEO to find out some of the lasting tips and memories from his ...
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Planning For Individual Tax Change In 2021 #123 from 2021-05-13T10:00
The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the ta...
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Private Foundations&Charitable Giving #122 from 2021-04-22T10:00
The opportunities and options available for charitable giving can seem a bit daunting. Guest Bernadette Zita joins host Damien Martin to give an overview of current trends in charitable giving, ...
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Simply The People Stuff #121 from 2021-04-02T15:32:31
“I’m 100 percent not you, and you’re 100 percent not me.” Find out why this powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and...
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The Eye Of The Tax Storm #120 from 2021-03-11T01:24:15
Frequent guest Ed Karl, vice president of taxation at the AICPA, returns to the podcast amid a number of swirling tax headlines to break down the latest round of coronavirus-related relief, offe...
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The Aggregated Assault #119 from 2021-03-03T11:00
Step back in time for the thrilling radio drama conclusion of the case of “The Missing Deduction.” This follow-up to the short film brings you inside a day with—and the head of—host Damien Marti...
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2021 Tax Filing Season Begins! #118 from 2021-02-12T11:30
The American Institute of CPAs (AICPA) Tax Policy & Advocacy Team and volunteer members continually monitor and advocate on legislative, regulatory, and administrative tax matters. The team has ...
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New Year, New Tax Changes #117 from 2021-01-21T19:29:10
Tax headlines are swirling after several tax-related developments following the enactment of the 2021 Consolidated Appropriations Act on December 27, 2020. Tune in as host Dami...
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New Year, New PPP Changes #116 from 2021-01-11T17:42:13
The latest COVID-19-related relief package included key changes to the Paycheck Protection Program (PPP). Get the practical insights you need from returning guests Tad Goodenbour and James Ander...
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Top Ten Tax Cases of 2020 with Tony Nitti #115 from 2020-12-31T14:52:30
The twists and turns of 2020 made it difficult to keep up with tax court cases this year, but we’ve got you covered! Frequent guest Tony Nitti returns to the podcast again this year to boil down...
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AICPA Advocacy Updates: Penalty Relief&More #114 from 2020-12-09T18:07:29
The American Institute of CPAs (AICPA) Tax Policy & Advocacy Team and volunteer members continually monitor and advocate on legislative, regulatory, and administrative tax matters—and 2020 has b...
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AICPA Advocacy Updates: PPP&Beyond #113 from 2020-11-18T16:59:40
The American Institute of CPAs (AICPA) Tax Policy & Advocacy Team and volunteer members continually monitor and advocate on legislative, regulatory, and administrative tax matters—and 2020 has b...
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Election Results&Year-End Tax Advisor #112 from 2020-11-10T11:00
It’s been a turbulent year amid a global pandemic and a cliffhanger of an election, making year-end tax planning more important than ever to create and maintain financial health for you, your fa...
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Change Of Residency and the Illinois "Fair Tax" #111 from 2020-10-27T14:46:41
Change of state residency is on the minds of many these days, as we navigate a pandemic that has increased the prevalence of remote working and led some individuals to reevaluate where they live...
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Finding And Sharing Your "And" #110 from 2020-10-16T09:00
Catalyst for corporate culture change and podcast host John Garrett joins host Damien Martin to discuss John’s latest book, What's Your "And"?: Unlock the Person Within the Professional<...
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Audit&Analytics Amid COVID-19 #109 from 2020-09-23T20:58:09
What should businesses and their advisors be considering when it comes to financial statement audits, given the recent disruptions caused by COVID-19? What role can analytics play in managing ca...
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Why You Should Work In Tax #108 from 2020-09-08T13:04:43
Why would anyone want to work in tax? Find out as guest Kent Klaus, a senior instructor at DePaul University, joins host Damien Martin to share insights from practicing and teaching in tax. Here...
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The Latest SALT Developments #107 from 2020-08-26T18:54:09
Guests Mary Reiser and Jana Gradeva join host Damien Martin to unpack state and local tax (SALT) developments and discuss areas you should focus on amid an uncertain and rapidly changing environ...
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Simply Campus Recruiting #106 from 2020-08-19T10:00
BKD campus recruiters Jerica Newby and Michael Nuttle join host Damien Martin to offer advice for students making one of the most important life decisions: Where should you work?
- Wh... Listen
Leading Change From The CFO's Desk - Part 2 #105 from 2020-08-06T09:00
We're back with part two of our conversation on managing change and driving innovation. Join host Damien Martin and change and project management specialists John Gamble and Gary Farrar as they ...
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Leading Change From The CFO's Desk - Part 1 #104 from 2020-08-03T19:16:51
Managing change and driving innovation have rapidly become top priorities for financial executives; however, it’s often difficult to keep up with the fast pace of change and fit these challengin...
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COVID-19 Business Interruption Claims #103 from 2020-07-17T09:00
Guests Bryan Callahan, Bob Sprague, Will Weltman, and Kevin Dreher join host Damien Martin to have a conversation surrounding business interruption claims, contingent business interruption claim...
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Accounting For Diversity&Inclusion - Part 2 #102 from 2020-07-08T16:36:09
BKD partners Rachel Dwiggins and JoAnna Simek join host Damien Martin to continue a conversation on diversity, equity, and inclusion and share their experiences as women in the accounting profes...
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Accounting For Diversity&Inclusion - Part 1 #101 from 2020-06-30T08:00
Guest Trisha Daho joins host Damien Martin to discuss why and how to create an inclusive culture to help give everyone in your organization the path and tools to reach their highest aspirations ...
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Looking Forward&Looking Back #100 from 2020-06-12T14:50:51
“Simply Tax” turns 100 by looking back and looking forward with Sam Allred, Jeremy Clopton and Heath Alloway of Upstream Academy on how accounting firms are responding to the coronavirus pandemi...
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Simply Uncut: The Latest on PPP Loan Forgiveness from 2020-05-27T19:01:14
The U.S. Small Business Administration (SBA) released two more interim final rules on the Paycheck Protection Program (PPP) on Friday, May 22. Host Damien Martin calls up BKD’s Tad Goodenbour, J...
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The Psychology Of Wealth In Taxing Times #099 from 2020-05-20T07:00
Adapting effectively to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized fa...
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Tax Season Not Normal With The AICPA #098 from 2020-05-11T19:30:02
Host Damien Martin wraps up a multi-episode look at the tax season with American Institute of CPAs (AICPA) Director of Tax Practice & Ethics Cari Weston. Here’s what’s covered:
- Who ... Listen
Tax Season Not Normal with Taxgirl #097 from 2020-05-04T16:27:08
Host Damien Martin continues a multi-episode look at the tax season with Kelly Phillips Erb, popularly known as Taxgirl. Here’s what’s covered:
- Who is Taxgirl? @ 1:16
- Why t... Listen
Tax Season Not Normal With BKD #096 from 2020-04-29T07:30
This time of year, tax practitioners are normally greeted with the question, “How was tax season?” With the disruption caused by the SARS-CoV-2 virus and the incidence of COVID-19, however, it c...
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Managing Risk Amid a Pandemic #095 from 2020-04-10T17:03:05
Organizations large and small continue to confront challenges related to the systematic disruption caused by the SARS-CoV-2 virus and the incidence of COVID-19 (COVID-19). Guest Kim Hirsch of Fu...
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Tax Considerations of COVID-19 Relief #094 from 2020-04-04T00:08:28
Tax headlines are swirling after several tax-related developments passed in Washington in response to the SARS-CoV-2 virus and the incidence of COVID-19 (COVID-19). These significant changes hav...
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SBA Loans After the CARES Act #093 from 2020-04-01T22:18:21
The U.S. Small Business Administration (SBA) has worked to provide Economic Injury Disaster Loan assistance to eligible organizations to help ease the effects of the SARS-CoV-2 virus and the inc...
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Payroll-Related Relief #092 from 2020-03-30T22:32:48
Due to the SARS-CoV-2 virus (COVID-19), Washington recently enacted legislation providing various relief measures. In episode two of our COVID-19 Response Series, guest Ryan Peterson and host Da...
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Responding to the Unexpected #091 from 2020-03-27T18:30:48
The novel coronavirus disease 2019 (COVID-19) and the response to this pandemic have created an unprecedented, fast-moving and challenging environment. Join guest Chris Schumann and host Damien ...
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Make WFH Less Taxing #090 from 2020-03-17T21:32:51
In these uncertain times related to the coronavirus 2019 (COVID-19) pandemic, tax professionals and businesses alike face a multitude of challenges. Among them is conquering the learning curve o...
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SALTY CPAR #089 from 2020-03-05T10:00
We’ve been working with the centralized partnership audit regime (CPAR) for more than a year, but key challenges remain regarding the application of federal rules at the state level. In this epi...
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Talking With Tax Notes Talk #088 from 2020-02-21T05:00
Have you ever wondered what would happen if you put the hosts of two tax podcasts together in a studio to talk tax? We thought so! “Simply Tax” host Damien Martin sits down with “Tax Notes Talk”...
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3 Things To Consider - Be A Great Board Member #087 from 2020-02-05T11:00
Can you describe the characteristics of a great board member or the critical role boards play in the success of all types and sizes of organizations? Find out from guest Dan Prater, as he joins ...
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3 Things To Consider - Tackle the New Lease Standard #086 from 2020-02-03T10:00
Much like the changes under the Tax Cuts and Jobs Act, the new lease standard is complex and likely will require significant hours to implement correctly. Join guests Chris Telli and Je...
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3 Things To Consider - Manage Cybersecurity #085 from 2020-01-30T16:18:03
Cybersecurity has become an important part of everyday life. Join guest Rex Johnson and host Damien Martin to learn more about the risks and consequences of a cyberattack and the actions you can...
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The Latest Tax Developments #084 from 2020-01-16T15:01:09
Headlines are swirling after several tax-related developments in Washington at the end of 2019. Join guests Ed Karl, vice president of taxation at the American Institute of CPAs (AICPA), Dan Smi...
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Top 10 Tax Cases of 2019 #083 from 2019-12-30T17:10:26
2019 was yet another busy year in the tax world! Tony Nitti returns to the podcast to share key takeaways from his top tax cases of the year with host Damien Martin, along with advice for readin...
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[Rebroadcast] 'Twas the Night Before TCJA from 2019-12-22T10:00
Previous guests of the “Simply Tax” podcast gather around the fire as host Damien Martin tells a classic story of the enactment and first year of the Tax Cuts and Jobs Act (TCJ...
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Cryptocurrency Update #082 from 2019-12-19T10:30
On October 9, 2019, the IRS released the first guidance in five years for taxpayers who engage in transactions involving virtual currency. Cut through the static of this rapidly changing area wi...
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Tax Planning for Individuals #081 from 2019-12-05T10:00
How did tax reform change year-end planning for individuals? Returning guests Holly Pantzer and Susan Jones join host Damien Martin for a closer look at key considerations for individuals follow...
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The Modern Seller #080 from 2019-11-21T10:30
The modern business world is often described as crazy busy with constant change and shifting priorities. Learn how to cut through the static of this tumultuous new normal as guest Amy Franko ret...
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2019 Year-End Tax Advisor #079 from 2019-11-08T15:01:58
Tax planning is complex and particularly challenging this year after yet another busy year in the tax world. Julia Dengel joins Damien Martin to co-host a mashup of interviews on key topics to h...
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Managing the Accounting Method Madness #078 from 2019-10-25T09:00
Accounting methods are a complex and intimidating corner of the tax world. Guests Brittany Cummings and Travis Butler join host Damien Martin to cut through the static of recent accounting metho...
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Living the CPA Life #077 from 2019-10-10T10:51:35
Guest Tim Jipping—host of the “Journey View” podcast—joins “Simply Tax” host Damien Martin on an exploration of their careers in the CPA profession. The two share their personal experiences from...
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Blocking&Tackling Blockchain&Cryptocurrency #075 from 2019-09-12T16:41:32
A lot has been said and written about blockchain and cryptocurrency, but what do you really need to know—and why does it matter? Guests Nik Fahrer, Caleb Shough and Katie Harrison join host Dami...
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Tax Reform Insights for Financial Institutions #074 from 2019-08-29T13:38:25
Guest Gary Genenbacher joins host Damien Martin to reflect on the first tax filing season for financial institutions under the Tax Cuts and Jobs Act (TCJA). Here’s what’s cover...
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Tax Reform Insights for Construction&Real Estate #073 from 2019-08-26T18:55:40
Cut through the static of the Tax Cuts and Jobs Act (TCJA) with a discussion on what we learned from applying the provisions of the TCJA during the first tax filing season for construct...
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State and Local Tax insights on the TCJA #072 from 2019-08-22T16:28:52
Cut through the static of applying the provisions of the Tax Cuts and Jobs Act (TCJA) at the state and local tax (SALT) level as guest Jim Pierzchalski joins host Damien Martin to refle...
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Insights on the International Provisions of the TCJA #071 from 2019-08-19T16:54:18
Cut through the static of the international provisions of the Tax Cuts and Jobs Act (TCJA) with a discussion on what we learned during the first tax filing season, including Global Inta...
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Tax Reform Insights for Tax Exempt Organizations #070 from 2019-08-15T13:40:14
Cut through the static of the Tax Cuts and Jobs Act (TCJA) with a discussion on what we learned from applying the provisions of the TCJA during the first tax filing season for tax-exemp...
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Tax Reform Insights for Manufacturers&Distributors #069 from 2019-08-12T16:00:51
Cut through the static of the Tax Cuts and Jobs Act (TCJA) with a discussion on what we learned from applying the provisions of the TCJA during the first tax filing season for manufactu...
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Taxes&Your Economy for Manufacturers #068 from 2019-08-01T11:19:20
Was tax reform good for manufacturers and manufacturing? Find out as guest Chris Netram of the National Association of Manufacturers (NAM) joins host Damien Martin to break it down and provide h...
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An Insider's View: The IRS&Public Accounting with David Kirk #067 from 2019-07-18T10:42:46
Guest David Kirk joins host Damien Martin to share his experience working at the Office of the Chief Counsel of the IRS. Listen to find out what it’s like to be the principal author on a signifi...
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What's New in Tax Legislation #066 from 2019-07-04T10:17:41
Take a “drive” with frequent guest Ed Karl to hear the latest on tax-related legislation in Washington, D.C. In addition, listen in for updates on cryptocurrency guidance, the taxation of the di...
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What's a Family Office? #065 from 2019-06-20T09:30
A family office can help build and preserve a family’s legacy. Guest Jack Thurman joins Damien Martin to explain how, while also breaking down the ways a family office can benefit a family.
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Inside Lender Management #064 from 2019-06-06T16:49:32
Many have been buzzing about Lender Management, LLC v. Commissioner (T.C. Memo 2017-246) since it was deci...
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Where Should You Work? #063 from 2019-05-24T02:32:33
Deciding between working in tax in public accounting versus private industry can be challenging! Guest Amie Kuntz joins host Damien Martin on the podcast to help cut through the static of this o...
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Loving What You Do #062 from 2019-05-09T14:48:51
CPA-turned-corporate-comedian and host of the “Green Apple Podcast” John Garrett joins host Damien Martin to explore the importan...
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The State of the Profession with Eric Hansen #061 from 2019-04-25T19:29:14
Will robots replace accountants? Listen and learn the changes in store for the accounting profession as host Damien Martin sits down with guest Eric Hansen—chair of the AICPA Board of Directors ...
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Tax Return Positions #060 from 2019-04-04T15:07:54
Applying tax law to real life situations can seem gray at times in spite of the black and white words on the law’s pages. In a mock interview, Guest Ed Karl—vice president of taxation at the Ame...
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Let's Get Digital #059 from 2019-03-21T13:40:37
Guest Jonathan Horn returns to “Simply Tax” to discuss the recent Association of International Certified Professional Accountants (AICPA) policy paper on the taxation of the digitalized economy,...
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All the Wayfair - Part 2 #058 from 2019-03-11T20:42:48
Pick up where guests Mary Reiser and Ken Taylor left off in All the Wayfair - Part 1 as they join host ...
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Are You Taxing the Trust Bank Account? #056 from 2019-02-28T17:35:25
Trust and team dynamics can be complex, yet are a part of everyday life—just like ta...
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Why Cara Benningfield ♥s ESOPs - Bonus Discussion from 2019-02-14T23:06:06
Find out how Episode 55 guest Cara Benningfield used her technical background in tax to find a field that she loves an...
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I ♥ ESOPs #055 from 2019-02-14T13:02:37
An employee stock ownership plan (ESOP) is a tax-advantaged succession-planning vehicle and retirement plan that’s sometimes overlooked. Guest Cara Benningfield joins host Damien Martin to expla...
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Putting the Final §199A Pieces Together #054 from 2019-01-29T20:53:42
Did we get all the missing pieces to the §199A puzzle in the recently released final guidance? Guest Tony Nitti joins host Damien Martin to fit the pieces provided in the final regulations toget...
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Estate Planning in the New Year #053 from 2019-01-25T12:08:45
Guests Emily Kembell and Gretchen Cliburn recently met host Damien Martin for lunch where they got to talking about the often intimidating subject of estate planning. Listen to their follow up c...
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Choice of Entity for Family Businesses - Part II #052 from 2019-01-11T17:01
Businesses, owners and their advisors have been carefully evaluating their choice of entity and wrestling with converting S corporations to C corporations after tax reform. Listen in on an insig...
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Choice of Entity for Family Businesses - Part I #051 from 2019-01-11T17:00
Businesses, owners and their advisors have been carefully evaluating their choice of entity and wrestling with converting S corporations to C corporations after tax reform. Listen in on an insig...
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'Twas the Night Before TCJA #050 from 2018-12-22T09:00
Previous guests of the “Simply Tax” podcast gather around the fire as host Damien Martin tells a classic story of the enactment and first year of the Tax Cuts and Jobs Act (TCJ...
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Tax Planning for Businesses #049 from 2018-12-14T20:30
Businesses and their owners have a lot on their wish lists this tax planning season thanks to the Tax Cuts and Jobs Act (TCJA). Just in time for “TCJA-mas,” host Damien Martin calls in ...
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Tax Planning with Losses #048 from 2018-12-07T20:30
Host Damien Martin sits down with BKD’s James Anderson to cut through the complexities of the loss limitation rules to demonstrate why you need an understanding of both new and existing tax law ...
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Tax Planning for High-Net-Worth Families After the TCJA #047 from 2018-11-30T18:46:48
The confluence of all of the changes under the Tax Cuts and Jobs Act (TCJA) paired with the complexities of the existing tax law make tax planning and compliance more challenging for ma...
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Do You Have 199A Confusionosis? #046 from 2018-11-20T15:22:19
Despite recent guidance, uncertainty and confusion remain while taxpayers and tax practitioners alike await final guidance on new Internal Revenue Code Section 199A. Cut through the confusion on...
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The Opportunity Zone #045 from 2018-11-12T17:38:36
You unlock this opportunity with the recognition of gain. Beyond is an opportunity … an opportunity of deferral, an opportunity of reduced recognition of gain, an opportunity of permanent exclus...
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The R&D Tax Credit #044 from 2018-11-05T22:58:08
The research and development (R&D) tax credit, originally enacted as part of the Economic Recovery Tax Act of 1981 to encourage companies to invest in R&D in the U.S., was modified and ...
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The Hearing on the Proposed 199A Regs #043 from 2018-10-19T20:15:58
Host Damien Martin delivered oral comments concerning the proposed regulations regarding the qualified business income (QBI) deduction under Internal Revenue Code Section 199A at the U.S. Depart...
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Cutting Through the Tax Reform Static with Ed Karl #042 from 2018-10-05T22:03:28
It’s a busy time in the tax world! Listen as Ed Karl—vice president of taxation at the AICPA—returns to the podcast to help cut through the static and give you answers to these top tax-related q...
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What's a Qualified Opportunity Zone? #041 from 2018-09-25T10:40:17
Created under the Tax Cuts and Jobs Act (TCJA) to spur economic development and job creation in distressed communities, qualified opportunity (QO) zones provide investors with ...
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Planning to Finish #040 from 2018-09-18T09:00
What does choosing to get some help with mowing your lawn have to do with succession and continuity planning? Find out as New York Times best-selling author Jon Acuff joins host Damien Martin to...
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The Tax Technology of the Future #039 from 2018-09-04T08:00
The prevalence and pace of technological advances can make the future a moving target for businesses and their owners. Successfully adapting and keeping up with these changes is a challenge faci...
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Bonus Depreciation Regs&More #038 from 2018-08-24T10:18:15
Returning guest Jesse Palmer sits down with host Damien Martin to review changes to the bonus depreciation rules under the Tax Cuts and Jobs Act (TCJA) and break down what’s addressed i...
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#TaxTwitter Answers to 199A Questions #037 from 2018-08-22T22:59:32
Host Damien Martin gets some help from #TaxTwitter—the informal tax community on Twitter—to take a closer look at questions that remain unanswered after the p...
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Simply Small Business Taxpayer Methods #036 from 2018-08-22T08:00
Guest Nathan Clark joins host Damien Martin to review the recent recommendations made by the AICPA’s Tax Methods & Periods Technical Resource Panel on challenges associated with making accountin...
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The Proposed 199A Regs with Tony Nitti #035 from 2018-08-21T20:09:13
The proposed regulations under Internal Revenue Code Section 199A are finally here! Guest Tony Nitti returns to the podcast to cut through the 184 pages of recently released guidance to share hi...
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The Guidance Is Here! #034 from 2018-08-20T08:00
After months of waiting, the IRS and U.S. Department of the Treasury began releasing the highly anticipated guidance on implementing the Tax Cuts and Jobs Act (TCJA) earlier this month....
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The Future of Tax Accounting with Danetha Doe #033 from 2018-08-14T08:00
What does swimming with sharks have to do with the future of tax accounting? Find out as guest Danetha Doe—host of the Future of Accounting podcast—shares her insights on the tax trends beyond t...
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What Now After Wayfair? #032 from 2018-08-07T13:11:21
Confusion has been swirling after the recent U.S. Supreme Court ruling on South Dakota v. Wayfair, Inc. (Wayfair). Guest Ken Taylor joins host Damien Martin to break down this landmark ...
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The Economy for Manufacturers After Tax Reform #031 from 2018-07-25T15:08:09
Chad Moutray—chief economist for the National Association of Manufacturers (NAM)—joins host Damien Martin to discuss what he’s seeing in the data and hearing from members about the Tax Cuts ...
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A Leadership Pipeline #030 from 2018-07-10T08:00
Like tax, leadership is complicated and plays a crucial role in the long-term success and value of a business. Host Damien Martin sits down with guest Amy Franko to discuss the role leadership p...
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What's the CPAR? #029 from 2018-06-21T14:30
The centralized partnership audit regime (CPAR) changes the way the IRS conducts partnership audits for tax years beginning after December 31, 2017. The AICPA’s Jonathan Horn joins host Damien M...
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Just Add SALT #028 from 2018-06-14T14:40:55
The Tax Cuts and Jobs Act (TCJA) has been around for several months now, but state efforts to respond and adopt state-level reform is just getting started in many jurisdictions. Host Da...
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SALT Workarounds with Annette Nellen #027 from 2018-06-07T08:00
Parts of the Tax Cuts and Jobs Act (TCJA) limit some taxpayers’ ability to deduct their state and local taxes (SALT) for the next seven tax years. Tax professor Annette Nellen provides ...
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Is Section 1202 for You? #026 from 2018-05-09T17:56:33
When certain requirements are met, IRC Section 1202 provides a meaningful exclusion for the gains made on certain small business stock. Our Tax Cuts and Jobs Act (TCJA) series concludes...
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Ed Updates – IRS Reform&Guidance on the New Tax Law #025 from 2018-05-02T17:05:12
The tax filing season may be over, but it the topic of taxes is still buzzing in Washington. This time it’s regarding reforming the IRS and providing guidance on aspects of the Tax Cuts and ...
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No Such Thing as a Deductible Lunch? #024 from 2018-04-25T12:28:10
Guidance is needed to clarify the rules regarding the deductibility of certain meals, entertainment, qualified transportation and other expenses after the Tax Cuts and Jobs Act (TCJA). ...
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Tax Reform for Middle Market Businesses #023 from 2018-04-19T14:44:26
The confluence of tax and market change can be overwhelming for middle-market businesses and their owners. Guest Chris Kramer helps boil down the complex to help those in the middle market under...
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Tax Reform for Exempt Organizations #022 from 2018-04-10T18:17:44
Guest Rebekuh Eley explains key provisions of the Tax Cuts and Jobs Act (TCJA) for exempt organizations in the latest installment of our TCJA series. After a brief overview of the chang...
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TRPs After Tax Reform #021 from 2018-04-04T19:28:51
Two of the AICPA’s technical resource panels (TRP)—Tax Methods & Periods and Exempt Organizations—are hard at work after the Tax Cuts and Jobs Act (TCJA). Learn what they’re up to with ...
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Tax Reform for Private Equity #020 from 2018-03-27T08:00
Tax considerations can play a significant role in private equity deals and structures. Find out how the Tax Cuts and Jobs Act (TCJA) could affect private equity with host Damien Martin ...
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Omnibus&the Grain Glitch from 2018-03-20T22:17:58
A fix for the so-called “grain glitch” could be included in the omnibus spending bill that’s being negotiated to avoid another government shutdown on March 23, 2018. Ed Karl, vice president of t...
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Tax Reform for Insurance Companies #019 from 2018-03-20T15:23:42
In the 10th episode of our Tax Cuts and Jobs Act (TCJA) series, host Damien Martin sits down with BKD’s Tom Wheeland to cover the major provisions of the new tax law means affecting ins...
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Raise Your Hand if You’re Confused — A Tax Reform Q&A #018 from 2018-03-15T13:00
Now that the Tax Cuts and Jobs Act is law, the significant changes made to the tax code have created questions for taxpayers and CPAs alike. Host Damien Martin cuts through the static f...
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Tax Reform for Financial Institutions #017 from 2018-03-08T18:40:44
Guests Jennifer Sanders and Lance Davis join host Damien Martin to break down what the Tax Cuts and Jobs Act (TCJA) means for financial institutions. Here’s some of what’s covered in th...
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AICPA's 199A Task Force #016 from 2018-03-06T19:49:14
The American Institute of CPAs (AICPA) issued a letter to the United States Treasury and the IRS in February requesting immediate guidance on new Internal Revenue Code Section 199A. Guest Amy Wa...
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Tax Reform for Health Care Providers #015 from 2018-02-27T08:00
Our Tax Cuts and Jobs Act (TCJA) series continues as guest Brian Todd sits down with host Damien Martin to discuss what the new tax law means for health care providers. Here’s what they...
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Cybersecurity "Life Hacks" #014 from 2018-02-20T08:00
With the prevalence of tax-related identity theft, following good cybersecurity practices is more important than ever. Guests Cindy Boyle and Jan Hertzberg—along with host Damien Martin—discuss ...
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Tax Reform for Construction&Real Estate #013 from 2018-02-13T08:00
Guests Scott Humphrey and Jason Jobgen join host Damien Martin to share their insights on what the Tax Cuts and Jobs Act (TCJA) means for the construction and real estate (CRE) industry...
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Ed Karl’s Tax Reform Carnival Update #012 from 2018-02-06T17:00
Guest Ed Karl—VP of taxation at the AICPA—has joined Simply Tax for several episodes, sharing his highly sought insight during the enactment of the Tax Cuts and Jobs Act (TCJA). Now Ed’...
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The Twins on Tax Reform for Individuals #011 from 2018-01-31T14:55:41
Cut through the static of the tax changes for individuals under the Tax Cuts and Jobs Act (TCJA) with the third in a series of episodes that break down the new tax law. Guest hosts Lily...
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The International Side of Tax Reform #010 from 2018-01-24T15:56:57
We’re back to help you cut through the static of the Tax Cuts and Jobs Act with the second in a series of episodes that breaks down what the new tax law means for you and your business....
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Tax Reform for Businesses #009 from 2018-01-16T16:49:28
Cut through the static of the Tax Cuts and Jobs Act (TCJA) with the first in a series of episodes focused on breaking down what the new tax law means for you and your business. Jesse Pa...
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CPA to CPA with Tony Nitti from 2018-01-11T17:20:35
When Damien and Tony sat down to talk IRC Section 199A, they got to talking about life outside the four corners of the Internal Revenue Code. Get the inside scoop and answers to questions you mi...
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The Nitty Gritty—of Section 199A—with Tony Nitti #008 from 2018-01-09T17:07:53
The Tax Cuts and Jobs Act is one of the most significant changes to tax law in 31 years. Guest Tony Nitti joins host Damien Martin to discuss the nitty gritty details of one of the most...
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The 12 Differences of TCJA #007 from 2017-12-20T17:01:13
The conference committee reconciled differences between the House- and Senate-passed tax bills to arrive at a final version of the Tax Cuts and Jobs Act of 2017 (TCJA). What made it int...
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Tax Bill Whack-A-Mole from 2017-12-12T15:00
A bicameral conference committee is now working to reconcile the differences between the House- and Senate-passed versions of the Tax Cuts and Jobs Act of 2017 (TCJA). Get the latest fr...
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The Intentional Family Business #006 from 2017-12-05T18:53:32
A family business is often the largest source of wealth for business owners, yet a recent study(1) found only 36 percent have a formal succession and contin...
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Turkey Tax Talk #005 from 2017-11-22T15:59:19
On November 16, the U.S. House voted in favor of The Tax Cuts and Jobs Act of 2017, and the Senate Finance Committee approved its version the same day. Find out what it means for busine...
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Back in 1986 from 2017-11-09T08:00
We turn back the clock 31 years in a special bonus episode that looks at the last time tax reform revamped the Internal Revenue Code. Tune in as Bryan Slone—a tax attorney with Omaha-based firm ...
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Big Tax Data #004 from 2017-11-06T08:00
The term “big data and analytics” seems to pop up more and more, but what is it? Host Damien Martin cuts through the static of the big data world with guest Jeremy Clopton, leader of BKD’s Big D...
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Latest from the Reform Roller Coaster from 2017-10-25T17:23:09
“Strap in and put the seat belt on in the roller coaster.” Find out what Ed Karl, VP of taxation at the AICPA, is talking about as he returns to Simply Tax and provides his insider’s perspective...
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Controversial Tax #003 from 2017-10-19T07:00
With Halloween approaching, we’re covering a frightening topic for business owners: an IRS examination! Eric Fox and Jamie Brown—two tax attorneys with highly respected firm Listen
A Framework for Year-End Planning #002 from 2017-10-05T08:01:24
Last week Ed Karl—VP of taxation at the American Institute of CPAs—told us the outlook for tax reform remains unchanged following the newly proposed tax framework. With so much uncertainty, what...
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Tax Framework with Ed Karl from 2017-09-28T20:54:41
The tax framework released on September 27, 2017 provides an outline of what the Big Six envision for tax reform. The proposals call for the simplification of the tax code and a reduction in tax...
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Tax Reform with Ed Karl #001 from 2017-09-21T04:30
Tax reform is proving to be elusive. Host Damien Martin cuts through the headlines swirling around this fast moving tax topic with special guest Ed Karl, VP of taxation at the American Institute...
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Wait, a tax podcast? from 2017-09-14T22:18:25
Why should you listen to a podcast about taxes? Find out with Simply Tax, brought to you by BKD CPAs and Advisors.
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