Align your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on advisory-first mindsets, using artificial intelligence (AI) with a purpose, collaboration around new legislation and sustainable operating rhythms.

What you'll learn from this episode:

• How to prioritize client outcomes and reinvest tech-enabled time into higher-value conversations
• Using AI with purpose — concrete use cases, role-based workflows and "AI stacking" for research, communication and tools
• Why we need to be ready for digital asset taxation with Form 1099-DA on the way
• How to be intentional with your operations — creating boundaries, systems and prioritizing consistency over intensity

AICPA resources

- Tax Section landing page

- Tax Section news and member FAQs

In this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This episode explores the personal and professional journeys that can follow selling a firm. This candid conversation offers practical advice for firm owners and professionals navigating major transitions in their careers.

What you'll learn from this episode:

• The importance of prioritizing self-care
• Why it is normal to expect identity shifts
• Ways to rediscover your purpose
• How connecting with others who have experienced similar transitions can ease the journey

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Reimagining firm ownership - Selling smart in a changing environment | Tax Section Odyssey (episode 2 in the reimagining miniseries)

Engage365

Key considerations when selling a CPA practice

PCPS Transforming Your Business Model

Reimagining Your Tax Practice

In this Tax Section Odyssey podcast episode, the second in a three-party miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This conversation explores how accounting firm owners can successfully navigate the process of selling their firm in today's competitive market.

Gather actional insights for firm owners considering a sale, emphasizing strategic preparation, objective valuation and thoughtful communication throughout the process.

What you'll learn from this episode:

• Key qualities buyers look for, including strong people, pricing, processes and technology
• Common mistakes sellers make, such as accepting the first offer or neglecting competition
• The important role of due diligence, transparency and cultural fit in successful transactions

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Engage365

Reimagining Your Tax Practice

PCPS Transforming Your Business Model

In this Tax Section Odyssey podcast episode, April Walker, CPA, CGMA, is joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners, to kick off a three-part series on reimagining firm ownership.

The conversation explores the lifecycle of a modern accounting firm, focusing on building a sellable practice, developing future leaders and overcoming common challenges such as owner dependency and process bottlenecks. Hear insights on leveraging people, processes, pricing and technology to create a sustainable, scalable firm.

What you'll learn from this episode:

• Practical strategies for delegation, leadership development and embracing innovation.
• Actionable advice for navigating growth, preparing for transition and fostering a culture of continuous improvement in today's rapidly evolving tax profession.
• How process documentation and technology adoption drive consistency in a firm.
• How to use a pricing model to reflect value provided to your clients.

AICPA resources

Engage365

Reimagining Your Tax Practice

PCPS Transforming Your Business Model

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, sits down with Mark Gallegos, CPA, MST, Partner — Porte Brown, to unpack key year-end tax planning strategies. They dive into new opportunities for individuals and businesses under the H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA), including the increased state and local tax (SALT) cap, expanded deductions and the return of immediate expensing for domestic research and development (R&D) costs. Tune in for practical insights on proactive planning and multi-year modeling to help clients maximize benefits under the new law.

What you'll learn from this episode:

• The impact of H.R. 1 on income tax planning
• Learn more about new and expanded deductions
• Hear about year-end actions that might be beneficial for taxpayers
• Why entity choice conversations might be necessary given the current law

AICPA resources

• Planning after tax changes
• Tax Section
• Tax Section news and member FAQs
• Year-End Tax and Financial Planning Toolkit

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 discusses the impact of the recent and ongoing federal government shutdown on IRS operations and tax practitioners with Melanie Lauridsen, VP of Tax Policy & Advocacy at the AICPA.

The conversation covers the history and mechanics of government shutdowns, what we know about IRS contingency plans and the practical effects on taxpayers and professionals. Listeners can also gain timely insights into recent developments such as the transition away from paper refund checks and implementation of guidance and updates to forms related to the new tax legislation.

What you'll learn from this episode:

• Government shutdown impacts on IRS operations
• Important information from the IRS on electronic refunds and payments
• Updates on guidance received from Treasury and the IRS on H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) implementation
• Concerns about IRS service levels in a government shutdown

AICPA resources

· Navigating the government shutdown

· Client letter and FAQ for a government shutdown during tax season

· Planning after tax changes

IRS resources

· FY2026 IRS Lapse in Appropriations Contingency Plan

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 sits down with tax expert Annette Nellen, Esq., CPA/CGMA, to discuss the latest developments in tax legislation, specifically H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Annette shares her insights on the new tax provisions, effective dates and the importance of accurate information and research in the tax field. This episode also serves as a preview of the upcoming National Tax Conference in Washington, D.C., where Annette will be speaking on key tax updates for individuals and businesses.

What you'll learn from this episode:

· What tax provisions from H.R. 1 are permanent vs. temporary

· Where guidance and technical corrections are needed related to H.R. 1

· Learn more about recent IRS rules and significant court cases

· The importance of accurate information and thorough research in the tax area

AICPA resources

• Register here for the AICPA National Tax Conference – Nov. 17 – 18, Washington, DC
• Planning after tax changes

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, delves into the recently issued IRS Rev. Proc. 2025-28 with Mark Gallegos, CPA, MST, Partner — Porte Brown. Tune in to discover the implications of this IRS guidance and hear about the strategic decisions businesses can make to take advantage of presented opportunities.

What you'll learn from this episode:

• Details of Rev. Proc. 2025-28
• Changes made by H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) to Sec. 174 research & experimental (R&E) expenditures
• Options for small businesses to be able to retroactively take advantage of the changes
• Decision criteria for evaluating how to advise affected businesses
• How to navigate R&E expenditures going forward for 2025 returns

AICPA resources

• Planning after tax changes
• Practical Insights from IRS Rev. Proc. 2025-28
• Summary of IRS released R&E expense guidance under H.R. 1 and Rev. Proc. 2025-28

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.