Simply Tax
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Simply Tax
Welcome to Tackling Tax—a Forvis Mazars podcast. Along with varied guests, hosts Iris Laws and Devin Tenney will bring you the latest on tax policy and strategies—but in a way that you can actually use and understand. Whether you’re looking for intel into tax bills, global tax implications, or plann...
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Special Edition // Tariff Refund Platform Available
On this episode, we’ll focus on the U.S. Customs and Border Patrol’s CAPE system, which is the platform allowing importers of record and their brokers...
Episode 24: A Look at Debt Instruments
On this episode, we’ll focus on debt instruments and what happens when debt is amended or modified, which can provide some unwelcome surprises. We wel...
Episode 23: How to Have a Successful Tax Transformation
On this episode, we’ll talk with our Tax Transformation team to understand what makes tax functions successful and efficient. We welcome Kelly Necessa...
Episode 22: Credit Transfers & the Clean Energy Landscape
On this episode, we’ll explore today’s clean energy landscape, with a specific focus on what it takes to sell credits and what to consider when buying...
Episode 21: Hot Topics for Tax Methods
On this episode, we’ll explore topics ranging from bonus depreciation to the timing of methods during a transaction with Nathan Clark and Brittany Cum...
Episode 20: Tackling Tariffs
On this episode, we’ll explore tariffs and global trade with Michael Cornett, managing director with our Washington National Tax Office.
Note: T...
Tackling Tax Special Edition // Supreme Court: IEEPA Tariffs Invalid
In this special breaking news edition of Tackling Tax, we cover the major Supreme Court decision issued on February 20, 2026, regarding the Internatio...
Episode 19: Navigating Taxes With the IRS
On this episode, we’ll explore what’s going on at the IRS, what taxpayers may be facing when it comes to exams, and more. We welcome Kristin Gutting,...
Episode 18: How the AICPA Can Assist Taxpayers
On this episode, we’ll examine what the American Institute of CPAs (AICPA) is doing to influence tax policy and guidance, as well as look ahead to tax...
Episode 17: A Look at Compensation & Benefit Plans
On this episode, we’ll look at opportunities and potential traps regarding compensation and benefit plans, which play a critical role in a company’s c...
Episode 16: Tax Implications for Aviation
On this episode, we’ll delve into the world of aviation with items you’ll want to know if you lease, own, charter, or are just interested in airplanes...
Episode 15: Section 1202 Opportunities
On this episode, we’ll talk through an opportunity to exclude gain on the sale of qualified small business stock. We welcome Howard Wagner and Nick Zo...
Episode 14: Year-End Planning Strategies to Consider
On this episode, we’ll dive into year-end planning and the strategies you could consider heading into 2026. We welcome Spencer Heywood and Michael Cor...
Episode 13: The Opportunity Zone Opportunity
This week on Tackling Tax, we’ll explore opportunity zones, which aim to stimulate new investment in economically distressed communities, and how they...
Episode 12: New Markets Tax Credit Opportunities
On this episode, we’ll look at the New Markets Tax Credit (NMTC) and the opportunities it could offer you. We’ll discuss changes to the credit due to...
Episode 11: OB3's Impact on Estate Planning & Wealth Strategy
This week on Tackling Tax, we’ll explore the OB3’s impact on estate planning and wealth strategy.
Episode 10: OB3’s Impact on Nonprofits
In this week’s episode of Tackling Tax, we break down how OB3 affects nonprofits—focusing on endowment and executive compensation taxes.
Episode 9: OB3 and M&A: Our Top 5 Considerations
On this episode, we’ll look at ways that the One Big Beautiful Bill Act affects mergers and acquisitions (M&A) and cover our top five considerations f...
Episode 8: Comp & Benefits: The OBBBA Breakdown
On this episode, we’ll look into some of the biggest changes in the world of compensation and benefits including those from the One Big Beautiful Bill...
Episode 7: The OBBBA's Impact on International Tax
Eric Flueckiger, a partner with our international tax specialty practice, and Michael Cornett, the international tax leader in in our Washington Natio...
Episode 1: Tariffs & Global Trade
In this week’s Tackling Tax, we examine the changing landscape of tariffs and how we've gotten here.
Episode 2: Tax Bill Passes the House
In this week’s Tackling Tax, we’ll take an in-depth look at the reconciliation tax package.
Episode 3: SALT Updates & Insights
In this week’s Tackling Tax, we’ll delve into state and local tax issues.
Episode 4: Digital Assets & Stablecoin Update
In this week’s Tackling Tax, we’ll delve into digital assets and stablecoin.
Breaking Update: The 2025 Tax Act is Passed!
We bring you our “top ten” provisions that may impact you most.
Episode 5: Global Impacts - Tax Act & More
In this week’s episode of Tackling Tax, we’ll delve into the Tax Act and more.
Episode 6: Clean Energy’s Changing Landscape
In this week’s episode of Tackling Tax, we’ll explore renewables and clean energy tax credits.
Welcome to Tackling Tax
Introducing Tackling Tax—a Forvis Mazars podcast. We’ll bring you the latest on tax policy and strategies—but in a way that you can actually use and u...
What's An NFT? #153
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...
Wealth Accumulation Nation #152
FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and shar...
New Market Tax Credit #151
The New Markets Tax Credit (NMTC) Program is a federally funded program designed to attract private investment into distressed communities. Investors...
Simply Five #150
Five years ago today we released our very first episode of the "Simply Tax" podcast, Talking Tax Reform with Ed Karl. Host Damien Martin takes a look...
Lease Accounting Implementation #149
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...
Mandatory Capitalization Of R&D #148
For tax years beginning after December 31, 2021, the legislation informally known as the Tax Cuts and Jobs Act eliminated the option to deduct researc...
A Case For The Mondays #147
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 use...
Forward Vision #146
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...
Legislative Check In #145
What tax changes are possible in 2022? Will we see any of the proposals included in Build Back Better incorporated into other legislation? Guest Travi...
Strategies For Your Wealth #144
An optimal family wealth strategy is holistic and combines both investment and estate planning strategies. Do you know when and where to start? Host D...
Digital Asset Discussion #143
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Yet the rapid evolution of...
What's ESG #142
What are environmental, social, and governance (ESG) standards? How do they affect my business? Host Damien Martin sits down with guest Dirk Cockrum t...