Let's Talk Tax
Welcome to Let's Talk Tax, a show for growth-minded professionals in tax. Whether you're crunching numbers in a CPA firm or managing real estate portfolios, we've got something for you.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 19, 2026
- Audience
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- Earliest in this view
- Jul 11, 2026
Latest episodes
The Bigger Picture: Connecting Property Tax, Fixed Assets, & Location Strategy (opens the original)
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When a client is expanding, buying equipment, building a new facility, or entering a new state, property tax, fixed assets, and location strategy shouldn’t be separate conversations. In this episode of Let’s Talk Tax, Dave McGuire is joined by Ben Worrell, MBA, and Rebecca Patterson to explore how connecting federal, state, and local tax considerations can uncover opportunities throughout periods of business growth and change. Using a manufacturing facility as an example, they discuss why early
IC-DISC: A Powerful Strategy Many Exporters Miss (opens the original)
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The IC-DISC has existed for decades, but many qualifying manufacturers and exporters have never evaluated the opportunity—or assume it disappeared after recent tax reform. In this episode of Let’s Talk Tax, Dave McGuire and Greg Lambrecht, CPA , explain how an Interest Charge Domestic International Sales Corporation can help qualifying businesses convert a portion of export income into qualified dividend income. For pass-through owners, the resulting rate arbitrage may produce approximately 5.8%
Training for Tomorrow: AI, Tax Incentives & Workforce Strategy (opens the original)
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As businesses invest in artificial intelligence, they face new questions about workforce training, data security, and potential tax opportunities. In this episode of Let’s Talk Tax, host Dave McGuire and guest David Seibel, EA , explore how AI-related investments may intersect with the R&D tax credit , the proposed AI Workforce Training Act , startup payroll tax credits , and Section 174 . David explains why developing proprietary AI models or automated systems may qualify for the R&D tax credit
Be Curious: Finding Specialty Tax Opportunities in Any Size Business (opens the original)
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Specialty tax opportunities are not limited to large corporations—and a business does not need millions in revenue or hundreds of employees to benefit. Dave McGuire hosts Mike Hammel, MAcc , to explore how CPAs can identify specialty tax opportunities within closely held manufacturers, contractors, healthcare practices, software startups, exporters, and family businesses. They explain why fit depends more on what a business is doing than how large it is. Through practical examples, Dave and Mike
Leadership Succession in CPA Firms: Developing Future Leaders with Katie Thomas, CPA, CFP, CGMA, Honkamp P.C. (opens the original)
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Leadership succession is one of the greatest challenges facing CPA firms, but developing the next generation requires more than replacing retiring partners. In this episode of Let’s Talk Tax, TJ Sponsel speaks with Katie Thomas, CPA, CFP, CGMA , president and CEO of Honkamp P.C. , about preparing emerging professionals to lead in a rapidly changing accounting industry. They discuss: Why technology is accelerating leadership development How client expectations are shifting from compliance to stra
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