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Podcast

April 17, 2025

22:19

Speakers: Marci Spivey, David Nissen, Michael G. Kirkman

Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.

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Podcast

April 9, 2025

27:36

Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman, Ronald Wainwright, Jr.

Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.

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Podcast

February 27, 2025

22:24

Speakers: Marci Spivey, David Nissen, Kyle Nevins

Learn how to prepare for a business sale with valuation strategies, market insights, and financial tips to achieve a successful and profitable transaction.

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Podcast

January 23, 2025

24:31

Speakers: Marci Spivey, David Nissen, Drew Hinnant

Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.

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Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

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Podcast

November 7, 2024

22:13

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.