The Taxverse Podcast Experience

Are you a CPA or maybe just a startup entrepreneur looking for the latest insights into the tax industry? In this podcast series, we discuss trends, technology, and updates that you or your business can utilize to help grow your community, generate more revenue, and expand your knowledge.

Listen on:

  • Apple Podcasts
  • Podbean App
  • Spotify

Episodes

Saturday Oct 21, 2023

In this episode, we sit down with Eli Nunez from SBTPG and discuss how he got into the tax industry and we didn't mention Taylor Swift. We hope you enjoy it! 

Friday Sep 29, 2023

In this episode, we discuss the surprising world of DVDs at Netflix, How to generate more revenue with an Audit Assistance product, and What is new with Voice AI & IRS Chatbots. 
 
Netflix: https://about.netflix.com/en/news/netflix-dvd-the-final-season
Audit Assistance: https://www.auditallies.com/
Chat GPT: https://www.morningbrew.com/daily/stories/2023/09/25/chatgpt-can-now-speak-and-see
IRS: https://www.irs.gov/newsroom/irs-expands-use-of-chatbots-to-help-answer-questions-on-key-notices-expands-on-technology-thats-served-13-million-taxpayers

Friday Sep 15, 2023

In this exciting episode, we take our mics to Topgolf Orlando for a unique and insightful gathering. Join us as we sit down with four banking professionals, each representing a different tax industry financial institution. These individuals, with their years of experience in the world of finance, each bring a unique background and outlook to the tax industry.
Our guests for this special Topgolf episode include:
Eli Nunez from Santa Barbara Tax Products GroupCarter Dempsey from Republic BankWendy Angel from Refund AdvantageJesse Arroyave from Refundo 
As golf balls fly and friendly competition unfolds during CrossLink's Annual VIP Golf Tournament at Topgolf Orlando, we delve into the unique perspectives of these banking professionals. They share their career journeys and valuable insights into their respective institutions.
 
Whether you're a golf aficionado, a banking enthusiast, or simply curious about the world of finance, this episode promises an enjoyable and informative experience. Tune in for a lively conversation at the intersection of leisure and finance.

Monday Aug 14, 2023

In this episode, we delve into three interconnected topics that are shaping the landscape of money and taxation.
First, we unravel the headlines surrounding global pop sensation Taylor Swift's life-altering giving. Discover how Taylor Swift's generous bonuses extend beyond the spotlight.
Next, we pivot to the revolutionary realm of blockchain technology and stablecoins. Explore the innovative strides being made by financial fintech giant, PayPal as they introduce their very own stablecoin into the digital ecosystem. We'll break down the concept of stablecoins, and their potential impact,
But that's not all – buckle up as we dive into the intriguing world of the Internal Revenue Service (IRS). Get the inside scoop on the IRS Nationwide Tax Forums, where tax professionals gather to exchange insights and stay up-to-date with the latest tax regulations and strategies. We'll also shed light on the IRS's ambitious paperless initiative, exploring how it's modernizing the way we interact with the tax system and what it means for taxpayers.
Whether you're a fan of Taylor Swift, a fintech enthusiast, a tax aficionado, or simply curious about the dynamic changes in our financial world, this episode promises a thought-provoking exploration of bonuses, blockchain, and the IRS. Tune in and join our host as he guides you through this engaging and enlightening modern financial discussion.
 
Resources
https://www.usatoday.com/story/entertainment/music/2023/08/02/taylor-swift-gives-bonuses-eras-tour-truck-drivers/70513182007/
https://newsroom.paypal-corp.com/2023-08-07-PayPal-Launches-U-S-Dollar-Stablecoin
https://www.reuters.com/technology/us-fed-clarifies-process-banks-transact-stablecoins-2023-08-08/
 
Register for the IRS Nationwide Tax Forum
https://www.crosslinktax.com/irs-nationwide-tax-forums/
 
 

Friday Jul 28, 2023

We are back! In today's episode, we delve into a captivating blend of sports, technology, and policy changes, featuring none other than the remarkable soccer prodigy, Kylian Mbappe, and exploring the revolutionary TaxPass Mobile Site, alongside cutting-edge developments in Artificial Intelligence (AI) and recent IRS policy changes.
Whether you're a sports enthusiast curious about the financial aspects of stardom, a tech-savvy individual intrigued by the advancements in AI and the TaxPass Mobile Site, or someone seeking clarity on recent IRS policy changes, this episode has something for you. Tune in to this episode of the Taxverse Podcast Experience as we unravel the captivating stories and transformative innovations that shape the intersection of sports, technology, and taxes.
 
Article sources:
Kylian Mbappe Deal: https://sports.yahoo.com/reports-al-hilal-world-record-112558243.html?src=rss
AI Story: https://www.taxpolicycenter.org/taxvox/will-artificial-intelligence-be-able-prepare-our-tax-returns
IRS Release: https://www.irs.gov/newsroom/irs-ends-unannounced-revenue-officer-visits-to-taxpayers-major-change-to-end-confusion-enhance-safety-as-part-of-larger-agency-transformation-efforts
 
Thank you for listening to the Taxverse Podcast Experience!

Friday Apr 07, 2023

In this episode of the podcast, Zac will dive deep into the world of tax scams and frauds. Tax season is already a stressful time for most people, but unfortunately, it's also a prime time for scammers to try to take advantage of taxpayers. We'll be exposing some of the latest and most common scams to help you stay informed and protected.
From fake IRS phone calls to phishing emails, we'll discuss how these scams work and what you can do to avoid becoming a victim. Don't miss out on this episode, as it could save you from falling victim to a tax scam.
 
IRS 2023 Dirty Dozen
https://www.irs.gov/newsroom/dirty-dozen
 
Advantages of Creating an IRS Online Account
https://www.crosslinktax.com/customer-resources/tax-resource-center/advantages-of-creating-an-irs-online-account/
 
IRS Offer in Compromise Pre-Qualifier Tool
https://irs.treasury.gov/oic_pre_qualifier/
 

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Welcome to the Taxverse Podcast Experience

Are you a CPA or maybe just a startup entrepreneur looking for the latest insights into the tax industry? In this podcast series, we discuss trends, technology, and updates that you or your business can utilize to help grow your community, generate more revenue, and expand your knowledge.

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