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The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
Episodes
4 days ago
4 days ago
https://vimeo.com/1199200449?share=copy&fl=sv&fe=ci
This week we look at:
- Proposed Increase to Estate Tax Closing Letter User Fee
- Divergent Causation Standards for ERC Eligibility
- Valuation Extremes in Conservation Easements
- Substantiating Mortgage Interest Deductions
- Taxation of Cryptocurrency Staking Rewards
- Section 4960 and "Covered Employees"
- FBAR Compliance and IRS Agent Authority
7 days ago
7 days ago
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we’re joined by Andy Roe, CRO with CPA Site Solutions, to discuss the transformative power of tax automation for small firms. He emphasizes how shifting away from manual data entry allows practitioners to focus on high-value advisory services, ultimately increasing firm capacity without adding headcount. Roe provides a roadmap for firms to navigate the "tax automation journey," highlighting that the most successful practitioners are those who embrace standardized workflows and modern technology to solve the perennial staffing and capacity challenges facing the profession.
"Automation isn't just about saving time; it’s about creating the capacity to be the advisor your clients actually want you to be." Andrew Roe | LinkedIn
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.
Monday Jun 01, 2026
Monday Jun 01, 2026
https://vimeo.com/1197138274?share=copy&fl=sv&fe=ci
- Procedural Timeliness & Automatic Extensions
- Spousal IRA Rollovers Through Estates and Trusts
- Collateral Estoppel and the "Innocent" Spouse
- Improper Corporate Deductions and Fraud
- Implementation of "Trump Accounts"
- 2027 Inflation Adjustments (HSA, HRA, DPCSA)
Tuesday May 26, 2026
Tuesday May 26, 2026
https://vimeo.com/1195148268?share=copy&fl=sv&fe=ci
This week we look at:
- Equitable Relief for Erroneous Tax Refunds: An Analysis of the Fourth Circuit's Reversal in LaRosa v. Commissioner
- Final Regulations Modify Information Reporting for Section 751(a) Partnership Interest Exchanges
- The Impermeable Reach of Section 6672: Joint and Several Trust Fund Liability and the Demise of the Delegation Defense
- The Taxpayer Due Process Enhancement Act (H.R. 6506): A Crucial Legislative Response to Commissioner v. Zuch
- Demystifying Notice 2026-33: Comprehensive Guidance on Qualified Long-Term Care Distributions under the SECURE 2.0 Act
- IRS Action on Decision: Decoding the Service’s Limited Acquiescence on Mandatory COVID-19 Postponements and the Road Ahead in Kwong
Tuesday May 19, 2026
Tuesday May 19, 2026
https://vimeo.com/1192862941?share=copy&fl=sv&fe=ci
This week we look at:
- Technical Analysis of the Proposed Regulations Establishing Excepted Fertility Benefits
- Analysis of the IRS Time-Limited Settlement Initiative for Conservation Easement Disputes
- Strict Compliance with Contemporaneous Written Acknowledgment Requirements in Charitable Land Contributions
- Transferee Tax Liability and the Consequences of Willful Blindness: An Analysis of Dillon Trust Company v. United States
Monday May 11, 2026
Monday May 11, 2026
https://vimeo.com/1190929350?share=copy&fl=sv&fe=ci
This week we look at:
- Syndicated Conservation Easements and the Valuation Conundrum: An Analysis of T.C. Memo. 2026-36
- Analysis of Garcia-Rojas v. Franchise Tax Board: The Limits of the Unitary Business Doctrine for Sole Proprietors
- An Analysis of the Reinstated Significant Issue Letter Ruling Program Under Revenue Procedure 2026-21
- The "Byers Rule" and the Administrative Procedure Act
- Jurisdictional Time Bars and the Timely Mailing Rule: An Analysis of Dunlap v. United States
- Temporary Import Surcharges and Executive Authority: A Review of the Court of International Trade's Ruling
Thursday May 07, 2026
Thursday May 07, 2026
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we’re joined by Laurence Whittam, practice leader and advisor with Whitman Advisory. Whitman Advisory has helped CPA firms for more than 20 years, educating them on their options when seeking global talent.
“The words ‘outsourcing’ and ‘offshoring,' I think everyone’s burnt out by those, right? I want to make sure you’re using a good provider that has the right infrastructure in place … the right model that aligns with your vision.” Laurence Whittam | LinkedIn
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.
Thursday May 07, 2026
Thursday May 07, 2026
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we are joined by Chris Cromer, Director of Operations with CPA.com, who provides expert insights, strategies and solutions your firm needs to deliver higher-level services and also is the operator of a top-level domain called .CPA.
"Instead of .COM we're .CPA, which is restricted to the CPA profession. You have to be a licensed CPA or CPA firm in order to register a .CPA domain."
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.
Thursday May 07, 2026
Thursday May 07, 2026
Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession.
This month, we are joined by Frank Tumminello, CEO and Co-Founder of FileForms, who aims to help FICPA members in stopping the manual tracking of entity compliance.
FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.
Monday May 04, 2026
Monday May 04, 2026
https://vimeo.com/1188884054?share=copy&fl=sv&fe=ci
This week we look at:
- Reasonable Cause Relief Under the Small-Corporation Provision for Form 5472 Penalties
- Extending the Statute of Limitations for Disallowed ERC Claims
- Legislative Update: House Passes Comprehensive Tax Administration and Relief Bills
- Anticipated IRS Guidance Following the Rescheduling of Medical Marijuana
- Analysis of the New Dyed Fuel Excise Tax Refund Regulations Under Section 6435
- Executive Order on Retirement Savings and Its Interaction with IRC Section 6433