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.
Episodes
129 episodes
Remote Employees, Reimbursements & Taxes: The Two Paths You Can Take
Remote teams = extra costs. Internet, phone, office gear. Two reimbursement paths: taxable stipends or tax-free accountable plans. Which saves you more? Find out now.
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Season 1
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Episode 128
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8:40
Uncertainty Is the New Normal: How Small Businesses Can Stay Steady
Economic uncertainty is the top concern for small business owners in 2025. Learn how to manage cash flow, plan for inflation and tariffs, and build resilience with smart financial controls
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Season 1
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Episode 127
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13:26
Tariffs Just Handed You Growth. Now Comes the Hard Part.
Tariffs are fueling rapid growth for U.S. manufacturers. Here’s how to manage the risks—policy swings, hiring gaps, supply chain chaos—before growth spins out of control.
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Season 1
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Episode 126
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8:57
College Planning Doesn’t Have to Be Overwhelming
From 529 plans to FAFSA and Pell Grants, most families don’t know all the ways to fund college. Here’s how proactive planning makes paying for school less overwhelming.
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Season 1
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Episode 125
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12:26
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present new opportunities for taxpayers. The legislation modifies critical aspects of the estate tax excl...
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Season 1
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Episode 124
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7:10
How the Adoption Credit Can Ease Your Path to Parenthood
Are you in the process of or thinking about adopting? The tax code includes an adoption credit which is a significant benefit available to taxpayers who adopt a child, providing financial relief for eligible expenses.
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Season 1
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Episode 123
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4:16
Vehicle Loan Interest Deduction A Restrained Tax Benefit
In the swirling complexities of tax legislation, even well-intentioned provisions can seem like offers of relief that arrive weighed down with restrictions. The OBBBA provision, which allows taxpayers to deduct up to $10,000 of interest paid on...
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Season 1
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Episode 122
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11:22
The 2025 Guide to Small Business Tax Deductions You Can’t Afford to Miss
Missing key deductions could cost your business thousands in 2025. Learn the tax breaks that protect your cash flow — and how to plan ahead for 2025.
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Season 1
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Episode 121
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10:22
From Side Hustle to Six Figures: Turning Your Small Business Into a Scalable Firm
Ready to grow your side hustle into a full-time, six-figure business? Learn the smart steps to scale and set your business up for lasting success in 2025.
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Season 1
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Episode 120
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7:12
Launching a Bright Financial Future: Tax Benefits for Your Children
There are government and tax benefits that give your children financial benefits for their future. Some from the time they are born. Don’t miss out; the earlier you start the bigger their head start financially.
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Season 1
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Episode 119
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13:47
How to Keep Your Business in the Family—Tax Traps and Solutions
Thinking of passing your business to your kids or grandkids? Learn how to avoid the biggest tax traps—like capital gains, gifting mistakes, and S-corp nightmares—and how to keep your family business thriving for generations.
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Season 1
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Episode 118
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16:00
Tax Break for Businesses: 100% Bonus Depreciation is Back Plus New Expensing of Qualified Production Property.
The reinstatement of 100% bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth. The 2017 Tax Cuts and Jobs Act (TCJA) had already put significant emphasis on bonus depreciation, but its re...
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Season 1
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Episode 117
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12:41
Understanding the New Deduction for Overtime Under the OBBBA: A Comprehensive Guide
The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the tax landscape, bringing with it a range of changes aimed at easing the financial burden on American workers. Among these changes, the introduction of a new deduction for ov...
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Season 1
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Episode 116
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6:44
Last Chance: The One Big Beautiful Bill Countdown on Key Energy Tax Credits
A sweeping legislative change known colloquially as the "One Big Beautiful Bill" Act threatens to significantly alter the landscape of key tax credits, accelerating their expiration, and requiring consumers to mobilize and act quickly if they w...
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Season 1
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Episode 115
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9:35
Unravelling Education Savings: Mastering 529 Plans to Maximize Tax Benefits
Section 529 plans are tax-advantaged savings plans designed to encourage saving for future education costs. They are legally known as "qualified tuition plans" and are sponsored by states, state agencies, or educational institutions. With risin...
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Season 1
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Episode 114
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10:02
Essential One Big Beautiful Bill Tax Changes Every Senior Needs to Know
In recent legislative developments, the Omnibus Budget Reconciliation Bill for 2025 and Beyond (otherwise known as the One Big Beautiful Bill) has introduced significant tax provisions, some tailored to benefit seniors, ensuring they receive en...
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Season 1
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Episode 113
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13:15
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
Could Your Business Run Without You? What to Do Now in Case Life Happens Later
Health issues, family emergencies, and burnout can strike at any time. Learn how small business owners can protect cash flow and keep operations running—even if they have to step away.
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Season 1
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Episode 108
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9:58
Master Your Retirement: Essential Strategies for a Secure Future
Planning for retirement is an essential journey to ensure financial stability during your golden years. Consider downsizing your living arrangements, optimizing tax deductions, and managing income from various sources (some for the first time)....
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Season 1
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Episode 107
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8:34
Retired, Relaxed… and Overpaying Taxes? Here's How to Keep More of Your Money
Retirement doesn’t mean you stop paying taxes. Learn how to avoid RMD penalties, reduce Medicare surcharges, and plan smarter withdrawals to keep more of what you’ve saved.
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Season 1
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Episode 106
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4:24
Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households
If you and your spouse both earn high incomes, you may be paying more tax than you should. Learn how dual-income couples can reduce tax liability with smart, proactive strategies.
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Season 1
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Episode 105
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12:51