Best Ea Enrolled Agent Podcasts (2025)

1
Tax Season Aftermath 54:08

1d ago54:08

54:08

Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent vis…

1
Inside the IRS: A Conversation with Terry Lemons 54:31

15d ago54:31

54:31

For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The co…

1
Thanks for Subscribing 0:12

20d ago0:12

0:12

By Jeremy Wells, EA, CPA

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Ep. 21 | Taking the Leap… Into Firm Ownership 57:45

21d ago57:45

57:45

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2392 About the Guest: Katie Munoz Katie is a seasoned tax professional and firm owner with a career spanning over eight years. She leverages her expertise to modernize tax practices with a focus on integrating innovative solutions tailored for firm management and personal development. Katie is …

1
Replay: Surviving a Cyber Attack 50:42

29d ago50:42

50:42

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity…

1
Circular 230 Changes: What Practitioners Need to Know 1:00:55

1M ago1:00:55

1:00:55

Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insi…

1
252 The Artist vs The Entrepreneur (feat. Ron Baker) 1:00:00

2M ago1:00:00

1:00:00

Episode 252 FACULTY: Ron Baker CLASS: #TheGuide Scotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance o…

1
Ep. 20 | Marketing Strategies for Tax Professionals 55:43

2M ago55:43

55:43

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2286 ---- About the Guest: Scott Cytron Scott is the founder of a marketing, public relations, and communications firm that has been thriving for nearly 30 years. With an extensive background in journalism, Scott transitioned into the world of marketing and PR, initially working with nonprofit …

1
251 Making Moments that Move the Needle on Purpose (feat. Paul Dunn) 54:23

2M ago54:23

54:23

Episode 251 FACULTY: Paul Dunn CLASS: #TheGuide Join Scott as he sits down with Paul Dunn, an author and a veteran in the accounting profession with over 30 years of experience. From the eye of a cyclone in Brisbane, Paul shares profound insights on finding purpose and creating a lasting impact. They delve into the importance of driving businesses …

1
BOI Relief, Tax Reform, and IRS Restructuring 53:09

2M ago53:09

53:09

Roger and Annie provide critical updates on the Treasury Department's decision to halt Corporate Transparency Act penalties and enforcement requirements, bringing relief to tax practitioners and their clients. They break down the six-step reconciliation process for tax reform, offering clarity on where current legislation stands and what might be c…

1
Ep 96 ~ Navigating IRS Guidelines for Church Donations Over 250 Dollars 12:25

2M ago12:25

12:25

Episode Summary: In this episode of the Navigating Church Finances Podcast, host Michelle delves into the importance and proper handling of contribution statements for church donations. Using a personal experience as a backdrop, Michelle highlights the crucial elements that must be included in contribution statements according to IRS regulations. T…

1
250 Escape From No Man's Land (feat. Ryan Bakke, CPA) 52:28

2M ago52:28

52:28

Episode 250 FACULTY: Ryan Bakke, CPA CLASS: #Shoperations In this episode, Ryan Bakke, CPA discusses his incredible journey of building a $3 million accounting firm by the age of 26. Ryan shares insights on the importance of a good hook in marketing, strategies for running a successful firm, and leveraging social proof through platforms like Facebo…

1
Ep 95 ~ 4 of the IRS's Dirty Dozen Tax Schemes 13:15

2M ago13:15

13:15

Key Highlights: Introduction to IRS Dirty Dozen (00:00:21): Michelle introduces the IRS Dirty Dozen tax scams for 2025, which are prevalent threats that individuals need to be cautious about. Email Phishing Scams (00:00:57): Learn about the constant issue of email phishing scams where scammers send fake IRS emails to trick individuals into clicking…

1
Ep 94 ~ Beyond Savings: The True Value of Church Communities Supporting Local 12:15

2M ago12:15

12:15

In this episode of Navigating Church Finances Podcast, host Michelle Brown explores the value of supporting locally owned Christian businesses for churches. She unpacks why choosing to shop local can align more closely with biblical stewardship and ministry values. Michelle challenges listeners to consider the greater impact of their spending choic…

1
249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP) 50:22

2M ago50:22

50:22

Episode 249 FACULTY: Shane Mason, CPA/CFP CLASS: #Shoperations Join us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is n…

1
The Ugly Truth About IRS Collections in 2025: What They’re Not Telling You 11:05

2M ago11:05

11:05

The IRS is in chaos—mass layoffs, political talk about eliminating income tax, and an uncertain future. But don’t be fooled… collections have NOT slowed down. In this episode, Carlos Samaniego, EA, breaks down what’s really happening behind the scenes and why taxpayers are seeing more automated notices, more bank levies, and more wage garnishments …

1
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights 55:53

2M ago55:53

55:53

Roger and Annie explore major changes affecting tax professionals in early 2024, including significant staffing changes at the IRS and ongoing uncertainty around Beneficial Ownership Information (BOI) reporting requirements. They break down the new 1099-K reporting thresholds and explain how to handle various transaction types, from business paymen…

1
248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA) 39:18

3M ago39:18

39:18

Episode 248 FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady CLASS: #Shoperations In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offerin…

1
Ep 93 ~ Financial Admin Evaluation 11:30

3M ago11:30

11:30

Episode 93: Financial Admin Evaluation Welcome to another episode of Navigating Church Finances with Michelle Brown, the podcast that takes the guesswork out of managing church finances. In this episode, we explore the importance of creating and utilizing job descriptions and employee evaluations, especially for church bookkeepers or financial admi…

1
Ep. 19 | Implementing Financial Planning Into A Tax Practice 56:00

3M ago56:00

56:00

FREE CPE (1 credit) via EarMark: www.earmark.app/c/2197 Guest: Scott T. Nelson Scott Nelson is a seasoned CPA based in Southwest Florida, with a background that includes serving in the Air Force and earning a degree in finance. Initially interested in becoming a financial advisor, Scott shifted to accounting after experiencing the industry dynamics…

1
247 From Products to Transformations in the New Economic Era (feat. Principal Ron Baker) 1:08:44

3M ago1:08:44

1:08:44

Episode 247 FACULTY: Principal Ron Baker CLASS: #TheGuide In this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing o…

1
Ep 92 ~ Properly Preparing a Ministers W-2 14:33

3M ago14:33

14:33

Welcome back! In today’s episode, we will be chatting about properly preparing a Minister’s W-2. I recently had the honor of writing an article for NATP’s Tax Pro magazine. Since I share everything I learn with you, I decided that I would share highlights from the article with you as it’s a member-only magazine and cannot be purchased by the genera…

1
IRS Funding, Tax Gaps, and Modern Tech 56:25

3M ago56:25

56:25

Former IRSAC Chair Annette Nellen joins Roger and Annie to discuss critical challenges facing the IRS and tax administration. The conversation explores the growing tax gap, the importance of consistent IRS funding, and efforts to modernize taxpayer services through online accounts and digital solutions. The discussion also delves into proposals for…

1
Ep 91 ~ I'm Back and Ready to Talk Church Finances & Minister Taxes 17:10

3M ago17:10

17:10

After a 2-month break, I'm back and sharing why it took so long. Grab your FREE Church Payroll Compliance Kit at https://churchpayrollcompliancekit.com Join my Private Coaching Group at https://churchfinances.org/cohort Thanks for listening xo MichelleBy Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent

1
246 You Don’t Learn New Things Without Making Mistakes (feat. Ed Mendlowitz, CPA) 57:44

3M ago57:44

57:44

Episode 246 FACULTY: Ed Mendlowitz, CPA In this episode, Scotty interviews Edward Mendlowitz, a storied CPA and author, sharing his extensive experiences and insights on the accounting profession. Mendlowitz discusses the evolution of accounting practices, the importance of passion in one's career, and the necessity for CPAs to adapt to new technol…

1
245 Pathways to Private Equity Pots of Gold (feat. Alex Drost, CPA) 49:06

3M ago49:06

49:06

Episode 245 FACULTY: Alex Drost, CPA CLASS: #AccountingHigh Join us in this insightful episode of Accounting High as we sit down with Alex Drost, a consultant with a background in investment banking and business consulting, and a licensed CPA. Alex shares his unconventional path into the accounting world, discusses the current trends in the account…

1
Tax Season Kickoff 55:59

3M ago55:59

55:59

Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive bill versus two separate pieces of legislation. They provide critical updates on the ever-changing BOI regulations, including recent court injunctions and what practitioners should do …

1
244 Smells Like Enrolled Agents (feat. Matthew Cordes, EA, Adam Markowitz, EA, & Scott Scarano, EA) 49:52

3M ago49:52

49:52

Episode 244 FACULTY: Matthew Cordes, EA and Adam Markowitz, EA CLASS: #AccountingHigh In this episode of Accounting High, Scott Scarano, EA invites the EA team for a discussion about the importance and impact of Enrolled Agents (EAs) in the tax and accounting world. Joined by EAs Adam Markowitz and Matthew Cordes, the conversation dives into their …

1
Ep. 18 | Navigating Post-Election Tax Strategies 57:36

4M ago57:36

57:36

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2174 Welcome to episode 18 of the Mr. R Show, tailor-made for tax professionals seeking effective strategies for growth and enhancement in their practices. In this episode, John Tripolsky and Chris Picciurro, an esteemed tax expert, delve into the potential implications of the 2024 election res…

1
243 Brothers Running a $1.3M Firm, Fighting Perfection, and Finding The Balance (feat. Nick Boscia, CPA, EA) 52:53

4M ago52:53

52:53

Episode 243 FACULTY: Nick Boscia, CPA, EA aka The Balanced CPA CLASS: #Shoperations In this episode, join Scotty as he talks with Nick Boscia, aka the Balanced CPA from New Jersey. Nick shares insights from his journey in accounting, taking over his father's firm, and running a family business with his brother. They explore the importance of balanc…

1
Crypto for Tax Pros 1:08:39

4M ago1:08:39

1:08:39

Crypto tax expert Amir Marmar of JFDI Accountants breaks down the complexities of cryptocurrency taxation and shares guidance on when tax professionals should handle crypto cases themselves versus partnering with specialists. He explains key concepts like wallet-level reporting requirements coming in 2025, the challenges of DeFi and staking transac…

1
242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto) 46:30

4M ago46:30

46:30

Episode 242 FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto CLASS: #AccountingHigh Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming th…

1
241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie) 49:31

4M ago49:31

49:31

Episode 241 FACULTY: Nikole Mackenzie aka Niks, aka Nikki, aka Coach Mack CLASS: #Shoperations In this episode we have Coach Mack back on aka Nikole Mackenzie as she dives deep into her journey in the evolving world of Client Advisory Services (CAS). Nikole shares her experience from starting in a traditional accounting setting to establishing her …

1
Achieve 10X Growth for Your Firm: The Firm Owner's Playbook 52:55

4M ago52:55

52:55

Three successful accounting firm owners share their journeys from small practices to achieving 10X revenue growth. Through candid conversations about hiring strategies, systemization, and community support, these Padgett franchise owners reveal practical insights for scaling an accounting practice. Their experiences highlight how strategic hiring, …

1
240 Separating Fact from Fiction in Accounting from a Loyal CPA (feat. Calvin Harris Jr, CPA) 46:04

4M ago46:04

46:04

Episode 240 FACULTY: Calvin Harris Jr, CPA In this episode, Scotty interviews Calvin Harris Jr., the CEO of the New York Society of CPAs. Calvin shares his extensive career journey, his background, his love for music and tattoos, and his thoughts on the future of accounting amidst technological changes such as AI. Calvin passionately advocates for …

1
239 Growing From Accountant to Entrepreneur [Part 2] (feat. Scott Scarano, EA) 43:23

5M ago43:23

43:23

Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott…

1
Tax Season 2025: Changes, Challenges, and Uncertainties 50:33

5M ago50:33

50:33

Annie and Roger discuss crucial tax updates as 2024 draws to a close, including the recent injunction against beneficial ownership reporting requirements, the evolving landscape of ERC claims processing, and changes to the clean vehicle credit program. They examine how the recent election results might impact tax policy, particularly regarding the …

1
Ep. 17 | Mastering Strategic Partnerships 53:29

5M ago53:29

53:29

FREE CPE (1 credit) via EarMark: https://earmark.app/c/2095 Episode Summary: In this episode of the Mr. R Show presented by the MRR Institute, hosts Chris Picciurro and John Tripolsky dive into the strategic role of partnerships in scaling and modernizing tax practices. Aimed at tax professionals eager to maximize revenue and enhance client value, …

1
238 Getting Stuck at $1.2M and Getting Out of the Way [Part 1] (feat. Scott Scarano, EA) 36:59

5M ago36:59

36:59

Episode 238 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, one of Accounting High’s substitute teachers, Matt Kidd, CPA interviews Scott Scarano, EA, about his journey through accounting. Scott shared how his grandfather's CPA firm and the family software business shaped his early career, as well as the tough tim…

1
Ep 90 ~ Closing out 2024 7:34

5M ago7:34

7:34

Episodes mentioned in the podcast: 89: Courts halt new DOL Salary rules 79: Year end Wrap up 54: 1099's 53: Filling out those W-2's for ministers xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provided in the Church Finance and Minister Tax podcast is for …

1
237 Growing $3.5M in 10 Years on the Islands of Hawaii (feat. Dustin Verity, CPA) 41:04

5M ago41:04

41:04

Episode 237 FACULTY: Dustin Verity, CPA CLASS: #Shoperations In this episode, we sit down with Dustin Verity from Verity CPA, who joins us live from Hawaii. Dustin shares his experiences from founding Verity CPA in 2012, starting with small beginnings working out of a kitchen table to managing a multi-million dollar firm with 25 employees and three…

1
Ep 89 ~ Texas Court Stops the Newest DOL Salary changes 4:21

5M ago4:21

4:21

In this quick bonus episode, I briefly discuss the newest update in the DOL's Salary requirement change and what the TX Federal court decision means for you and your church. xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provided in the Church Finance and …

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236 Firm Partnerships, No Egos, and Systems for Good Measure (feat. Joe Carufe & Ben Curtis, CPA) 51:46

5M ago51:46

51:46

Episode 236 FACULTY: Joe Carufe and Ben Curtis, CPA CLASS: #Shoperations In this episode, Scotty hosts Joe Carufe and Ben Curtis of Good Measure. They discuss their unique approach to building a new type of firm, embracing partnership without ego, and intentionally planning for sustainable growth. The conversation dives into the evolution from thei…

1
Ep 88 ~ Thanksgiving: Being thankful for software changes 12:19

5M ago12:19

12:19

It's not always easy, but sometimes change is necessary. Today I share what was a big change for me in my business. xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provided in the Church Finance and Minister Tax podcast is for general informational purposes…

1
Post-Election Tax Landscape 53:15

5M ago53:15

53:15

Capitol Hill insider Thad Inge joins Roger Harris to unpack how the election results could reshape major tax policy decisions in 2024 and beyond. The discussion explores the potential fate of expiring Trump-era tax cuts, the future of IRS funding, and the complex political dynamics that will influence tax reform under Republican control. Thad provi…

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235 $70M Managing Partner is Authentic AF and Queen B of the AICPA (feat. Carla McCall, CPA) 54:46

6M ago54:46

54:46

Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She d…

1
Ep 87 ~ Employee Family Members & Benevolence 11:35

6M ago11:35

11:35

Benevolence given to immediate family members of employees is generally treated as taxable income to the employee. This is because the benefit is considered to be provided in connection with the employee's performance of services. https://www.law.cornell.edu/uscode/text/26/102 xo,MichelleNext Steps: Click below to learn more about me and my current…

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Ep. 16 | Navigating the Cannabis Tax Maze: A Guide for Tax Pros 52:47

6M ago52:47

52:47

FREE CPE (1 credit) via EarMark: https://www.earmark.app/c/1984 About the Guest: Kareyna Miller, CPA, CRISC Kareyna is a seasoned CPA with extensive expertise in the cannabis industry. Based in Michigan, Kareyna has carved out a niche working with smaller cannabis businesses, particularly growers and processors. With prior experience in office tech…

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234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA) 52:06

6M ago52:06

52:06

Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practi…

1
Ep 86 ~ Benevolence and Employees 16:52

6M ago16:52

16:52

Summary Direct Employer Payments: Benevolence funds provided directly by an employer to an employee are generally included in the employee's gross income under Section 102(c). Qualified Disaster Relief Payments: Payments made by an employer to employees for disaster-related expenses can be excluded from gross income under Section 139 if they meet t…

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