The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
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June 15, 2026Episode 4931 hr 3 min
Federal Tax Update: Trusts and the New Section 68
https://vimeo.com/1200899324?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/6/12/2026-06-15-trusts-and-the-new-section-68
This week we look at:
Application of New Section 68 to Trusts and Estates
Assessing the Risks of Hindsight in Late § 475(f)(1) Elections
The Eradication of the 5% Safe Harbor (Clean Energy)
Limits of § 2036(a) and Tax-Motivated Transfers
Section 183 Hobby Losses & Penalties
New Section 25F Education Freedom Tax Credit
June 8, 2026Episode 4921 hr 6 min
Federal Tax Update: An Inconsistent Tale of Two ERC Court Rulings
https://vimeo.com/1199200449?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/6/7/2026-06-08-an-inconsistent-tale-of-two-erc-court-rulings
This week we look at:
Proposed Increase to Estate Tax Closing Letter User Fee
Divergent Causation Standards for ERC Eligibility
Valuation Extremes in Conservation Easements
Substantiating Mortgage Interest Deductions
Taxation of Cryptocurrency Staking Rewards
Section 4960 and "Covered Employees"
FBAR Compliance and IRS Agent Authority
June 5, 2026Episode 49131 min
The Practitioner's Edge, Ep. 4: Insights for Small Firm Success
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we’re joined by Andy Roe, CRO with CPA Site Solutions, to discuss the transformative power of tax automation for small firms. He emphasizes how shifting away from manual data entry allows practitioners to focus on high-value advisory services, ultimately increasing firm capacity without adding headcount. Roe provides a roadmap for firms to navigate the "tax automation journey," highlighting that the most successful practitioners are those who embrace standardized workflows and modern technology to solve the perennial staffing and capacity challenges facing the profession.
"Automation isn't just about saving time; it’s about creating the capacity to be the advisor your clients actually want you to be." Andrew Roe | LinkedIn
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.
June 1, 2026Episode 4901 hr 4 min
Federal Tax Update: More Details on the Activation of Trump Accounts
https://vimeo.com/1197138274?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/5/31/2026-06-01-more-details-on-the-activation-of-trump-accounts
This week we look at:
Procedural Timeliness & Automatic Extensions
Spousal IRA Rollovers Through Estates and Trusts
Collateral Estoppel and the "Innocent" Spouse
Improper Corporate Deductions and Fraud
Implementation of "Trump Accounts"
2027 Inflation Adjustments (HSA, HRA, DPCSA)
May 26, 2026Episode 4891 hr 20 min
Federal Tax Update: IRS Prepares to Challenge Kwong After Limited AOD on Abdo
https://vimeo.com/1195148268?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/5/25/2026-05-25-irs-prepares-to-challenge-kwong-after-limited-aod-on-abdo
This week we look at:
Equitable Relief for Erroneous Tax Refunds: An Analysis of the Fourth Circuit's Reversal in LaRosa v. Commissioner
Final Regulations Modify Information Reporting for Section 751(a) Partnership Interest Exchanges
The Impermeable Reach of Section 6672: Joint and Several Trust Fund Liability and the Demise of the Delegation Defense
The Taxpayer Due Process Enhancement Act (H.R. 6506): A Crucial Legislative Response to Commissioner v. Zuch
Demystifying Notice 2026-33: Comprehensive Guidance on Qualified Long-Term Care Distributions under the SECURE 2.0 Act
IRS Action on Decision: Decoding the Service’s Limited Acquiescence on Mandatory COVID-19 Postponements and the Road Ahead in Kwong
May 19, 2026Episode 4881 hr 31 min
Federal Tax Update: If Client Claims Charitable Contributions, You Must Understand the CWA Rules
https://vimeo.com/1192862941?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/5/17/2026-05-18-if-a-client-claims-charitable-contributions-you-must-understand-the-cwa-rules
This week we look at:
Technical Analysis of the Proposed Regulations Establishing Excepted Fertility Benefits
Analysis of the IRS Time-Limited Settlement Initiative for Conservation Easement Disputes
Strict Compliance with Contemporaneous Written Acknowledgment Requirements in Charitable Land Contributions
Transferee Tax Liability and the Consequences of Willful Blindness: An Analysis of Dillon Trust Company v. United States
May 11, 2026Episode 4871 hr 17 min
Federal Tax Update: The Expensive Lost Whilte Receipt and Certified Mailing
https://vimeo.com/1190929350?share=copy&fl=sv&fe=ci
https://www.currentfederaltaxdevelopments.com/podcasts/2026/5/10/2026-05-11-the-expensive-lost-whilte-receipt-and-certified-mailing
This week we look at:
Syndicated Conservation Easements and the Valuation Conundrum: An Analysis of T.C. Memo. 2026-36
Analysis of Garcia-Rojas v. Franchise Tax Board: The Limits of the Unitary Business Doctrine for Sole Proprietors
An Analysis of the Reinstated Significant Issue Letter Ruling Program Under Revenue Procedure 2026-21
The "Byers Rule" and the Administrative Procedure Act
Jurisdictional Time Bars and the Timely Mailing Rule: An Analysis of Dunlap v. United States
Temporary Import Surcharges and Executive Authority: A Review of the Court of International Trade's Ruling
May 7, 2026Episode 48637 min
The Practitioner's Edge, Ep. 3: Insights for Small Firm Success
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we’re joined by Laurence Whittam, practice leader and advisor with Whitman Advisory. Whitman Advisory has helped CPA firms for more than 20 years, educating them on their options when seeking global talent.
“The words ‘outsourcing’ and ‘offshoring,' I think everyone’s burnt out by those, right? I want to make sure you’re using a good provider that has the right infrastructure in place … the right model that aligns with your vision.” Laurence Whittam | LinkedIn
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.
May 7, 2026Episode 48533 min
The Practitioner's Edge, Ep. 2: Insights for Small Firm Success
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we are joined by Chris Cromer, Director of Operations with CPA.com, who provides expert insights, strategies and solutions your firm needs to deliver higher-level services and also is the operator of a top-level domain called .CPA.
"Instead of .COM we're .CPA, which is restricted to the CPA profession. You have to be a licensed CPA or CPA firm in order to register a .CPA domain."
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.
May 7, 2026Episode 48430 min
The Practitioner's Edge, Ep. 1: Insights for Small Firm Success
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we are joined by Frank Tumminello, CEO and Co-Founder of FileForms, who aims to help FICPA members in stopping the manual tracking of entity compliance.
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.
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