deepdive.

CountingWorks PRO Marketing Team

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.

Play

Open in

20 episodes
Avg 4 min
English

Episodes 20

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Yesterday · 4 min
Your 2026 Retirement Playbook: Smart Ways to Save More and Pay Less Tax
Make the most of your retirement savings in 2026! Explore updated IRA and 401(k) contribution limits, catch-up opportunities, HSAs, and Roth conversion strategies that may help reduce taxes and build long-term financial security.
Wednesday · 5 min
New 2026 Tax Benefits for Teachers & Educators: Expanded Deductions for Classroom and Athletic Expenses
Discover new 2026 tax deductions for teachers, coaches, and early childhood educators, including the $350 educator deduction and expanded itemized deductions.
Wednesday · 4 min
How Far in Advance Should You Prepare a Business for Sale?
Planning to sell your business? Learn why preparation should start 3–5 years ahead, including QSBS tax benefits, financial cleanup, and exit planning.
Tuesday · 5 min
Is Your Business Really Profitable? 5 Numbers Every Owner Should Know
Revenue is growing, but are you making money? Discover 5 financial numbers every small-business owner should track to improve profit and cash flow.
Monday · 4 min
Paying Taxes by Credit Card? New IRS Rules and Costs Explained
New IRS regulations expand the framework for direct credit and debit card tax payments. Learn how processing fees, interest, rewards, and payment timing could affect your decision.
Monday · 4 min
Year-End Stock Portfolio Planning: Steps to Consider Before December 31
Review year-end stock portfolio tax strategies, including capital gains, tax-loss harvesting, wash-sale rules, charitable giving, and estimated taxes.
November 5 · 4 min
What Is a Quality of Earnings (QoE) Report, and Do You Need One?
Buying or selling a business? Learn what a QoE report reveals, how it affects business value, and when new SBA rules require one.
October 28 · 4 min
Have an Adoption Credit Carryover? You May Be Due a 2025 Refund
The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.
October 26 · 5 min
Charitable Giving Strategies: Turning Generosity Into Effective Tax Planning
Charitable giving can do more than support causes you care about. Strategies involving appreciated stock, QCDs, bunching and donor-advised funds may also provide valuable tax benefits.
October 26 · 4 min
Employee Stock Options: When to Exercise, Sell, or Hold to Minimize Taxes
Employee stock options can build wealth, but exercising them can also trigger taxes and investment risk. Learn how NSOs and ISOs differ and what to consider before you exercise, sell, or hold.
October 26 · 5 min
Congress May Not Be Done With Taxes Yet: What to Watch in the Lame-Duck Session
Congress could consider targeted tax changes during the 2026 lame-duck session. See what taxpayers and businesses should watch for before year-end.
October 26 · 5 min
The IRS Has a New Mobile App: What Taxpayers Should Know
The IRS has replaced IRS2Go with a new mobile app. Learn how to check refunds, view notices, access tax records, make payments, and avoid scams.
October 26 · 4 min
IRS Warns Taxpayers About Fake Tax Credit Promotions
The IRS is warning taxpayers about fake tax credits sold through convincing promotions. Learn the warning signs and why independent verification matters before you invest or file.
October 23 · 4 min
EBITDA Isn't the Whole Story: What Buyers and Lenders Really Want to Understand
EBITDA is only part of the picture. Learn how cash flow, customer concentration, owner dependence, and financial records influence buyers and lenders.
October 23 · 4 min
The Paid Family and Medical Leave Credit: A Valuable Tax Break for Employers
Offering paid family and medical leave may come with a federal tax benefit. Learn how the now-permanent credit works, which employees qualify, and what employers need to claim it.
October 21 · 5 min
Is Your Loan Interest Tax Deductible? Here's What You Should Know
Is the interest on your loan tax-deductible? The answer often depends on how you use the borrowed money, not just the type of loan. Learn how these rules affect the deductibility of business, investment, mortgage, and personal loan interest.
October 19 · 4 min
New Car Loan Interest Deduction: What Vehicle Buyers Need to Know
Financed a new vehicle? You may qualify for a federal deduction of up to $10,000 in loan interest. Learn which vehicles qualify, income limits, and what records to keep.
October 17 · 4 min
Buying a Business? What the Numbers Should Tell You Before You Make an Offer
Buying an established business can give you a head start, but you are also buying its financial history. Know what the numbers reveal about earnings, cash flow, customers, debt, and risk before you make an offer.
October 16 · 5 min
Accountable Plans: The Tax-Smart Way to Reimburse Employees
Learn how accountable plans allow businesses to reimburse employee expenses without creating taxable wages and the IRS requirements that must be followed.
October 14 · 5 min
Why Clean Financial Statements Matter When Selling a Business
Clean financial statements can build buyer confidence, support due diligence, and help prevent financial surprises when selling your business.

Showing 1–20 of 20 episodes