Tax Pros Unplugged

TaxPros Unplugged co-hosts Kelly Bender and Jared Foos discuss practical year-end tax planning for individuals, business owners, and tax practices. They cover Roth conversions, changing deductions and withholding, S corporation compensation, Trump accounts, payroll strategies, equipment timing, and ways firms can build proactive planning into their services. Key Topics Kelly Bender and Jared Foos...

In this episode, Kelly B and Jared Foos explore the many challenges facing the IRS, from outdated systems and staffing issues to the need for modernization and credentialing reforms. They discuss practical solutions and what it would take to overhaul the agency for better efficiency and service. Key Topics: IRS outdated systems and technology Staffing and training challenges within the IRS Credent...

In this episode, Jared and Kelly share their experiences and insights from traveling as tax instructors, discussing the challenges and rewards of life on the road, including hotel stories, teaching tips, and personal reflections. Key Topics: Experiences of traveling tax instructors Challenges of hotel accommodations and travel logistics Effective teaching strategies for conferences Personal reflec...

In this episode, Kelly and Jared share humorous and heartfelt stories about the unexpected questions and situations they encounter as tax professionals, from marriage and divorce to aging parents and business partnerships. They explore the human side of finance, emphasizing the importance of honesty, ethics, and perspective in their work. Key Topics: The vulnerability of clients when discussing fi...

In this episode, Jared and Kelly delve into the complexities of Roth conversions, exploring strategies, pitfalls, and the importance of proactive planning for different life stages. They emphasize the need for financial professionals to ask the right questions early and to consider personalized scenarios to optimize tax outcomes. "Once you put it in, it's never taxed again" "There's a massive wave...

This week we welcome Rick Moore, CPA of Iron Summit Tax Advisors to talk about his experiences with acquisitions, AI, and advisory.  Rick can be found at https://clearfixtax.com If you want to be a guest on our podcast, please apply here: ⁠api.leadconnectorhq.com/widget/form/8h5GOkPHX4StymeujRzh

Jared and Kelly share personal stories and insights on how tax seasons have challenged and transformed their practices, emphasizing the importance of systems, boundaries, and mindset shifts to thrive beyond the chaos.

This week we welcome our friend and colleague Marit Burmood, CPA to talk about how she transformed her practice with advisory. Also, we pick on Jared. Marit can be found at https://www.maritburmoodcpa.com/

What if you want to scale your firm but you accidentally created a monster? How can you prevent it? Today we're discussing what building smart actually looks like in practice, and what things to avoid if you want to scale your firm. We want to know, have you accidentally created a monster? If you're interested in learning how to scale smarter, visit taxfounded.com to learn more.

We're joined by another tax pro today, Scott Meyer, to talk about how technology is helping make us more effective professionals. It's always good to have another perspective on what's working, what's not, and what we can expect in the future. Thanks for joining us Scott!

Every profession has to have hard conversations with people. Sometimes those are clients, colleagues, employees, or ourselves.  For guidance on how to have these conversations, join us at taxfounded.com and find support from other tax pros to help you realize you're not alone!

What's the best way to write off a car? What about rental property? Machinery?  There's so many things to know about depreciation, and it can be confusing to know what the best path is.   Are you a tax pro wondering if you're running a firm or if it's running you? Take our Firm Audit at taxfounded.com today.  

The Schedule C might be the most used form for America's Small Businesses, but does it hold some nuggets of wisdom? We're unpacking some surprises that many people overlook, or just don't care about.  Are you a tax professional who wants to learn how to grow your business more effectively. Deep dive with us further at taxfounded.com Build a Firm, not a Practice

This week we welcome a guest, Noah Pusey, founder of Ripple Analytics. Noah brings data to discuss whether engaged employees are more profitable, and how different generations view the workplace.  Learn more about Noah's company at ⁠Ripple Analytics Inc. – Start ripples of open and honest feedback.

This week we took the podcast on the road. Jared and Kelly were in the same room and bringing their thoughts about tax conferences, networking, and ... squirrels.  If you're new, welcome, please leave us a comment and let us know where you're from.

Today we're talking about a topic that Jared has been dying to discuss... how to die and owe no taxes.  Lots of questions always come up with so called death taxes, but what's the real story?  

Do you want to be a BettySue? The industry is continuing to change, as it has for many years, and smart tax pros can see whats coming.  Where do you fit in? What can you do bring value? Where are you staying stuck?  

Today we welcome Matthew Kresslein, CPA of https://kressleincpa.com/ Matthew has been fangirling since the inception of the Tax Pros Unplugged podcast and we're breaking down some of his best and worst moments we've had so far in our journeys.  

The IRS just lost over 11,000 employees from its Taxpayer Services division — and a brand-new TIGTA report confirms the chaos is real. In this episode, Kelly and Jared break down what's actually happening inside the agency, where your clients are going to feel the squeeze, and their playbook for navigating a broken system.

Employees are one of the greatest part of entrepreneurship. They can also be one of the biggest challenges. How do you lead well? How do you deal with the difficult choices when you have empathy? Why can hiring mistakes be so expensive?  Episode sponsored by: taxfounded.com The community for Tax Professionals who want to build better. Join us today!

Starting a small business often means tackling a bunch of taxes you never saw coming. Today we talk through a few of our least favorite taxes to manage, and why they're not to be brushed aside.

Today we're back to what we love to talk about most... taxes! The internet has lots of great ideas, but are they always what they seem? We talk through all the true, false or maybe's we hear online. At least Kelly sees them online, Jared might be surprised by what the internet says!

Today, after many months of trying to have Jared keep a secret, we're happy to announce the launch of taxfounded.com We've built a community for tax firm owners who want to thrive not just survive. Based on our own frustrations where traditional models have fallen short, we're thrilled to bring our passions to you.  To see if you're a great fit for what we're building, go to taxfounded.com and fin...

In this episode, Kelly Bender, Jared Foos, and guest Brad Messner, PhD, explore the rapidly evolving landscape of technology in the tax industry. They discuss AI, automation, data security, and how tax professionals can adapt to stay ahead in a fast-changing environment.

We see a lot of tax pros take positions on returns that they possibly don't understand, and definitely can't defend.  What moves should tax pros stop doing right now when it comes to serving our clients well? What are some red flags to watch for?  Also, spoiler alert, Jared went golfing!