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
101 episodes
Unlocking Business Tax Credits: A Comprehensive Guide
Tax credits offer businesses significant opportunities to reduce their tax liabilities while simultaneously incentivizing certain beneficial activities. By understanding and utilizing these credits, businesses can not only save money but also c...
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Season 1
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Episode 101
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16:53
W-2 by Day, Wedding Photographer by Weekend? Don’t Let Your Side Hustle Become a Tax Nightmare
If you’re earning extra income on the side—whether it’s photography, design, or hosting on Airbnb—learn how to avoid tax surprises and take advantage of legit planning strategies.
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Season 1
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Episode 100
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8:01
Who Claims the Kids When Parents Divorce?
Divorce or separation doesn't just lead to emotional and familial upheaval; it also introduces complexities in financial matters, particularly when children are involved.
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Season 1
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Episode 99
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5:26
Navigating IRS Penalty Abatement
For taxpayers facing IRS penalties, understanding the pathways to request penalty abatement can provide relief both financially and emotionally.
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Season 1
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Episode 98
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11:21
Domestic Abuse Survivors: A Path to Financial Recovery
Survivors of domestic abuse, while navigating their recovery, may face many financial challenges, including tax-related issues. It's essential for survivors to understand their rights and available relief options to safeguard their economic fut...
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Season 1
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Episode 97
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5:29
Maximize Your Tax Savings: The Importance of Keeping Home Improvement Records Before Selling Your Home
Many taxpayers don’t feel the need to keep home improvement records, thinking the potential gain will never exceed the amount of the exclusion for home gains ($250,000 or $500,000 if both filer and spouse qualify) if they meet the 2-out-of-5-ye...
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Season 1
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Episode 96
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9:22
Tips Every Self-Employed Individual Should Know About Self-employment Tax
Understanding self-employment tax is essential for anyone who makes their living other than as an employee.
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Season 1
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Episode 95
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8:30
Summer Employment for Your Child
Summer is almost here, and your children may be looking for a summer job. The standard deduction for single individuals increased from $14,600 in 2024 to $15,000 in 2025, meaning your child can now make up to $15,000 from working without paying...
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Season 1
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Episode 94
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5:41
Getting Married Soon? Tax Considerations for Newlyweds
You think planning a wedding ceremony is complicated? Wait till you see the possible tax issues involved. If you are getting married this year, there is a long list of things you need to be aware of and plan for before tying the knot that can h...
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Season 1
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Episode 93
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9:16
Market Jitters? Smart Tax Moves Boomers Should Be Thinking About Now
Near retirement? Learn how Boomers can use tax-loss harvesting, bunching deductions, and smart planning to stay resilient through market uncertainty without investment advice.
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Season 1
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Episode 92
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8:04
When Consumers Pull Back: What Small Businesses Need to Know Right Now
Consumers are delaying purchases, travel, and dining due to economic uncertainty. Learn how small businesses can adapt their planning and stay resilient through tariff-related shifts.
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Season 1
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Episode 91
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6:11
Cash Flow Is King (Again): How Small Businesses Can Stay Strong in Uncertain Times
With mixed economic signals, small businesses must prioritize cash flow management. Learn smart budgeting, scenario planning, and how to stay resilient — no matter what’s next.
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Season 1
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Episode 90
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7:16
When Your Supply Chain Gets Shaky: How SMBs Can Stay Strong
Supply chain disruptions can crush small businesses if you're not prepared. Learn how to map risks, build supplier relationships, stay flexible, and protect your operations.
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Season 1
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Episode 89
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6:44
Understanding Filing Requirements and Non-Compliance Penalties for Exempt Organizations
Understanding an exempt organization’s return filing requirements is crucial for maintaining its tax-exempt status, avoiding penalties, and ensuring compliance with the Internal Revenue Service.
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Season 1
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Episode 88
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11:32
Maximizing Business Deductions: An Introduction to Depreciation, Amortization, and Expensing
The landscape of asset depreciation and expense deductions offers a wealth of options for businesses aiming to optimize their tax outcomes and bottom line. Each method, from depreciation.
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Season 1
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Episode 87
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11:01
Foreign Reporting Requirements: Navigating Draconian Penalties and Compliance Challenges
In today’s globalized financial landscape, U.S. taxpayers are increasingly engaged with foreign financial institutions—whether through direct ownership, joint accounts with relatives, or even through the rental income deposited in foreign banks...
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Season 1
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Episode 86
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8:57
You Are Not an ATM
Discover how adopting a Profit First mentality can stop the constant drain of your personal funds into your business. Learn practical strategies for managing cash flow, eliminating wasteful spending, and building a sustainable, profitable busin...
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Season 1
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Episode 85
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7:40
The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late
Retirement doesn't mean you're done with taxes. Learn how RMDs, Social Security, and hidden tax traps could impact your nest egg—and what you can do now to keep more of your money. Contact our office today for a personalized tax strategy.
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Season 1
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Episode 84
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11:23
Maximize Your Tax Savings: A Small Business Owner’s Guide to Essential Tax Deductions
Discover how small business tax deductions work and learn proven strategies to minimize your tax liability. Our comprehensive guide explains what tax deductions are, how to use the tax code proactively, and why professional help is crucial.
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Season 1
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Episode 83
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13:07
How to Choose the Perfect Business Entity for Your Venture
Choosing the right business entity is a critical decision for entrepreneurs and business owners. The type of entity you select can have significant implications for liability, taxation, and the overall management of your business
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Season 1
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Episode 82
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11:37
Understanding Recent Changes to Tax Sheltered Annuities
A 403(b) plan, also known as a tax-sheltered annuity, is a retirement savings program that many tax-exempt organizations and public education institutions offer to their employees. These plans are designed to supplement retirement income throug...
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Season 1
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Episode 81
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12:29
Maximize Your Business Vehicle's Potential: Essential Tips for Smart Tax Savings and Efficiency
Navigating the tax treatment of business vehicles requires a thorough understanding of the available deduction methods and their implications. Whether you choose the optional mileage method or the actual expense method, it's crucial to maintain...
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Season 1
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Episode 80
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10:46
Maximizing Your Financial Happiness – Transform Your Money Habits and Thrive
Discover actionable strategies to break free from costly financial mistakes and build lasting financial well-being. Learn how to automate savings, create a realistic budget, and invest in your future to maximize your financial outcomes and happ...
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Season 1
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Episode 79
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10:48
A Hidden Cost: Why Penalties Could Be Draining Your Wallet at Tax Time
The Internal Revenue Service (IRS) has clear guidelines regarding the deductibility of penalties. According to IRS rules, penalties paid to the government for violating laws are not deductible as business expenses or itemized deductions.
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Season 1
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Episode 78
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7:32
Spring Clean Your Business Finances: 7 Easy Ways to Better Cash Flow
It’s time to declutter your business finances. Discover 7 actionable tips to improve cash flow, reduce expenses, and refocus your operations this spring. Contact our office to get expert help streamlining your financial systems.
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Season 1
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Episode 77
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12:23