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
215 episodes
The Penny Is Disappearing—Here’s What That Means for Your Pricing, Payments, and Profits
The U.S. penny is being phased out. Learn how rounding, pricing strategy, and payment trends could impact your business—and what to do now.
This NBA Insider Stole Millions — And It’s a Warning for Every Business
A former NBA executive was sentenced for embezzling millions. Here’s what the case reveals about internal controls and business risk.
Clients Are Paying Slower—And It’s Not Just You
Struggling with slow-paying clients? Learn how to protect your cash flow, improve collections, and get paid faster with smarter payment terms and systems.
How Real Estate Professional Status Can Benefit Property Owners
The Real Estate Professional designation is coveted among property owners due to its potential to significantly reduce how passive activity losses are taxed.
The 3 Numbers Every Business Owner Should Check Monthly (But Usually Don’t)
Most business owners track revenue—but miss the numbers that actually matter. Learn the 3 key metrics to monitor monthly to improve cash flow, profitability, and growth.
White House Announces Drug Pricing Deal and Retirement Access Expansion
New policies target drug prices and retirement access. Here’s what the latest White House announcements mean for Americans.
Wait Until 2027: How the OBBBA’s New Rules Can Slash Your Capital Gains Tax.
For taxpayers sitting on significant capital gains in 2026, the strategy for when to sell and reinvest in qualified opportunity zones (QOZs) has shifted dramatically. Under the new OBBBA rules, waiting until 2027 to reinvest can unlock far supe...
It's Hard to Believe: But Found Money Is Taxable
Do you know there is a tax code section that specifies the term “income” means all income from whatever source derived, regardless of its source or amount, counts as taxable income unless specifically excluded by law?
Gas Prices Soar After the Iran Shock. How Will the Deduction for Business Use of Your Vehicle Be Affected?
Gas prices jumped after the Iran conflict began and that could mean the IRS will raise the business mileage rate mid‑2026. Consider why the actual‑expense deductions method could be better this year, and what records are needed.
Beat the SALT Cap: How PTET Lets Pass-Through Owners Reclaim State Tax Deductions
If you pay substantial state and local taxes (SALT), itemize your deductions, and feel the pain of the federal cap on SALT deductions, the pass-through entity elective tax (PTET) may provide you relief to overcome the limit on deducting state a...
They Got In. Now You Have to Decide: How to Pay for College Without Regret
College acceptance season is here. Learn how parents can compare net costs, use smart funding strategies, and make tax-efficient decisions.
AI Isn’t Replacing Your Business. But It Is Changing How You Scale It
AI can help small businesses reduce operating costs, improve efficiency, and increase profit margins. Learn how to apply it strategically.
The IRS Is Paying Attention Again: Why More Taxpayers Are Getting Notices
IRS enforcement is increasing with more data-driven reviews and notices. Learn why and what steps to take if you receive a notice.
When Borrowing Gets More Expensive: How Rising Interest Rates Are Impacting Small Businesses
Interest rates are rising again, increasing borrowing costs for small businesses. Learn how higher rates affect cash flow and what you can do.
Medically Related Home Improvements May Have Tax Benefits
As America’s population ages, many taxpayers are making home modifications to help prevent falls or accommodate age-related infirmities. While home improvements generally are not tax-deductible, a medical expense deduction for medically necessa...
The Tax Issues Those TV Ads Don't Tell You About Selling Your Life Insurance Policy
You've probably seen the advertisements promising quick cash for unneeded life insurance policies, targeting those who might not see the need for policies anymore. While these transactions can indeed serve a financial purpose, the process of se...
Cracking the Kiddie Tax Code: Unlocking Tax Strategies for Your Child's Unearned Income
“Kiddie Tax" is a term that refers to the tax imposed on the unearned income of children to prevent families from exploiting a lower tax rate by shifting income to their children to take advantage of lower tax brackets.
A Homeowner’s Guide to Property Tax Breaks for Disabled Veterans (Including New York’s New Law)
Some disabled veterans qualify for full property tax exemptions. Here’s how the programs work and what New York’s new law changes.
Sold Your Home Before Meeting the Gain Exclusion Requirements?
Sometimes, because of a change in the place of employment, health issues, or unforeseen circumstances, taxpayers are unable to meet the two out of the five-year ownership and residence requirements to qualify for the full home sale gain exclusi...
Unlocking Financial Freedom: How ABLE Accounts Empower Individuals with Disabilities
An Achieving a Better Life Experience (ABLE) account offers individuals with disabilities the opportunity to set money aside for the future while receiving governmental benefits. Established under the ABLE Act of 2014, these accounts provide a ...
From Oil Fields to Your Bottom Line: How Global Events Quietly Raise Your Business Costs
Energy price volatility is driving up costs for small businesses. Learn how fuel, shipping, and supplier pricing affect your bottom line.
Eldercare Can Be a Substantial Medical Deduction
Because people are living longer now than ever before, many individuals are funding hospice care or serving as care providers for elderly loved ones (such as parents or spouses) who cannot live independently. For these individuals, the cost of ...
Can’t Pay Your Taxes? Explore These Alternatives to Manage Your Tax Liability
Individuals have many options when they cannot pay their tax liability by the April due date, including setting up an IRS payment plan, making a payment by credit card, tapping a retirement plan, and borrowing money from a friend or relative. E...