Tax Intelligence by TaxOps

Second in the R&D war stories series, this episode of TaxOps takes tax leaders inside the examinations most firms never talk about openly. Mark Dunning and Sean Espy of TaxOps trade real accounts from decades of Research & Development credit work: a software company audit that dragged on for ten years, a Big Four firm that promised to double a long-standing credit without ever opening the...

What does it actually take to defend a research credit when the examiner has decided, before the first interview, that nothing qualifies? In this episode of TaxOps, Mark Dunning and Sean Espy trade hard-won stories from the front lines of IRS R&D credit controversy. Together they bring more than five decades of experience, and they use it to map the terrain tax professionals now face: an agenc...

When private equity buys into the firm auditing your financial statements, what happens to the fiduciary line that's supposed to protect you? TaxOps partners Lindsay Haskell and Dan DeLau take on one of the most quietly consequential shifts in the accounting industry: the erosion of auditor independence as private equity capital flows into CPA firms and bundled service offerings blur the lines Sar...

With over 20 states taking different positions on Section 174 capitalization, filing season has become a minefield for tax professionals. TaxOps partners Jamie Overberg and Sean Espy break down which states have decoupled, why the guidance keeps shifting, and what it all means for your clients' returns. From Arizona's executive order tug-of-war to DC's federal lawsuit to California finally adoptin...

What creates a tax obligation in a new state? In this episode, Mark Gordon, Head of State and Local Tax, and Lindsay Haskell, Head of Corporate Tax practice at TaxOps, explore state nexus, the expanding rules that determine when businesses must collect and remit sales tax. They break down physical vs. economic nexus after South Dakota v. Wayfair, Inc., the risks of overlooking nexus exposure, and...