deepdive.
Welcome to DeepDive, the podcast where artificial intelligence and industry-leading expertise come together to take you deep into strategies for success in the tax and accounting industry. Each episode dives into important issues and trends, sharing insights about real tax and accounting pros, along with the latest from our CountingWorks Pro blog—all powered by AI for a listening experience you have to hear to believe.
Whether you’re looking to stay on top of industry news or just want to make sense of complex topics, DeepDive is here to keep you on the cutting edge.
Podcasting since 2024 • 113 episodes
deepdive.
Latest Episodes
Estate Planning Is No Longer Optional—Even If You're Not a Millionaire
Estate planning isn’t just for the ultra-rich. Learn why Gen Xers and Boomers should act now—especially with new tax laws, digital assets, and AI fraud risks reshaping the future of legacy planning.
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Season 1
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Episode 112
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9:06
Mid-Year Inventory Assessment: Don’t Let Dead Stock Eat Your Margins
Before slow-moving inventory turns into a warehouse graveyard, take a mid-year look at what’s working—and what’s not. Learn how to spot dead stock early, plan promos, and protect your bottom line in 2025.
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Season 1
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Episode 111
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5:09
Navigating SALT Deduction Changes and Passthrough Entity Strategies for Maximum Benefit
The OBBBA has sought to provide some relief from the TCJA's stringent $10,000 cap on SALT deductions, albeit temporarily and with limitations for higher-income taxpayers.
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Season 1
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Episode 110
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3:38
Understanding the Implications of a Job Loss: Tax Considerations and Financial Strategies
A job loss is a challenging event that can have significant financial and tax implications. As individuals navigate the transition, understanding these implications and the resources available can mitigate some of the stress that accompanies su...
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Season 1
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Episode 109
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10:13
A Comprehensive Guide for Itemized Medical Deductions
The Internal Revenue Service (IRS) permits taxpayers to deduct certain unreimbursed medical and dental expenses as itemized deductions on Schedule A of Form 1040. To qualify, these expenses must exceed 7.5% of your adjusted gross income (AGI).
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Season 1
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Episode 108
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6:22