Let's Talk Tax Podcast

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29/09/2026

The most valuable tax strategy may not come from looking at one opportunity in isolation.

, fixed assets, depreciation, and state and local incentives can all intersect as a business grows and changes. Understanding how those pieces work together can help CPAs identify opportunities that might otherwise be missed.

In case you missed it, Dave McGuire, Ben Worrell, MBA, and Rebecca Patterson discuss how CPAs can help connect these conversations and serve as the strategic point where the bigger tax picture comes together.

🎧 Catch the full episode of : https://bit.ly/4cTp4nQ

25/09/2026

What does it take to move from preparing a client’s tax return to helping shape their next business decision?

Tomorrow on , Dave McGuire and Michael Hammel, MAcc, discuss the evolution of the CPA’s role—from compliance to advisory. They’ll explore AI, stronger client relationships, and what it means to connect tax opportunities to a client’s broader goals.

🎙️ New episode coming tomorrow!

22/09/2026

When a client says they're considering a new facility, one word can make all the difference: planning.

Getting involved before decisions are finalized can preserve opportunities for incentives, planning, depreciation strategies, and other considerations that may become limited once a project is already underway.

In the latest episode of , Dave McGuire sits down with Ben Worrell, MBA, and Rebecca Patterson to explore how CPAs can connect property tax, fixed assets, and location strategy to help clients see the bigger picture before major business decisions are made.

🎧 Watch the full episode: https://bit.ly/4cTp4nQ

18/09/2026

A client says they’re expanding, buying equipment, or opening a new facility. Where does your mind go first?

Property tax? Fixed assets? Location incentives?

The bigger opportunity may be understanding how all three work together.

In the next episode of , Dave McGuire sits down with Ben Worrell, MBA, and Rebecca Patterson to explore why major business decisions shouldn’t be viewed through just one tax lens—and how getting involved early can help CPAs uncover opportunities that might otherwise be missed.

🎧 New episode dropping tomorrow!

16/09/2026

An does not require a business to change how it moves its products or maintain a separate operating company.

Instead, qualifying businesses may use an export-based commission to recharacterize a portion of their income as qualified dividend income. For pass-through owners, the resulting rate difference can create approximately 6% in tax savings.

In the latest episode of , Dave McGuire and Greg Lambrecht, CPA, explain how the structure works, which exports may qualify, and why commission calculations and setup timing matter.

🎧 Watch the full episode: https://bit.ly/4rfgXrx

11/09/2026

Could your and exporting clients be overlooking an established tax-saving opportunity?

In the next episode of , Dave McGuire and Greg Lambrecht, CPA, examine the —an export incentive that has existed for decades but remains underutilized by many qualifying businesses.

From indirect exports and commission calculations to planning opportunities for closely held companies, they explain why the IC-DISC may deserve another look.

🎧 New episode dropping tomorrow!

04/09/2026

Just because a project uses AI does not automatically mean it qualifies for the .

Even an AI-enabled project must satisfy the four-part test and any additional requirements or exclusions that apply. For internal-use software, that analysis may include an even higher standard.

In case you missed it, David Seibel, EA, explains why businesses and their CPA advisors must look beyond the technology itself and evaluate the activities, uncertainty, experimentation, and costs involved.

🎧 Catch the full episode of : https://bit.ly/4zPFsPV

02/09/2026

Does investing in AI automatically mean a business is conducting qualified research?

The answer depends on what the business is actually doing.

In the latest episode of , David Seibel, EA, explains why developing proprietary AI architecture or new capabilities may qualify for the , while implementing existing tools or improving workflows may not.

The key distinction often comes down to development versus implementation—and whether the work satisfies the four-part test.

🎧 Watch our latest episode now: https://bit.ly/4zPFsPV

28/08/2026

AI may be changing how businesses operate, but is it also changing how they approach ?

A new episode of drops tomorrow! Dave McGuire and David Seibel, EA, explore how AI investments may intersect with workforce training, data security, the , and .

From developing proprietary systems to implementing existing tools, not every investment is treated the same.

🎧 You won't want to miss this one. Stay tuned!

27/08/2026

A company with only two or three developers might seem too small for an —but the numbers can tell a different story.

In this example, a venture-backed software company received approximately $15,000 in credits to offset payroll taxes. By asking about its plans to grow from 10 employees to as many as 60, the conversation also revealed a potential location advisory opportunity.

The lesson? Do not write off an opportunity based on a company's current size.

🎧 Catch up on the latest episode of with Dave McGuire and Michael Hammel, MAcc: https://bit.ly/4cIqSQf

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