The Essential Tax Podcast

Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and expert recommendations. i. June 10th TIGTA Report: https://www.tigta.gov/sites/default/files/reports/20...

The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 4 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Eleni Drakou, Partner at Michael Kyprianou Law Firm, Limassol, Cyprus. Eleni holds a law degree from the Aristotle University of Thessaloniki in Greece and a master’s degree in management (MA) from the University of Wolverhampton Business School in the United Ki...

The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 3 In this episode of The Essential Tax Podcast, Mishkin Santa visits with attorney Becki L. Young, Partner, Grossman Young & Hammond. Becki was recently recognized by Business Today as one of the Top 10 Most Influential Business Lawyers in the USA. Mishkin and Becki discuss US immigration policies as they relate to incoming foreig...

The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 2 - 2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot Partners In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Tom Howard, CA, Associate Director of Taxation Advisory at Pilot Chartered Accountants in Brisbane, Queensland, Australia. In this episode, Tom and Mishkin dive into the intricacies of...

The Essential Tax Podcast with Mishkin Santa, S2 E1 In this episode of The Essential Tax Podcast, Mishkin Santa summarizes key points of the recently proffered House Tax Bill—the “One Big, Beautiful Bill.” A version of this Bill could be signed into law as early as July 2025. Mishkin reviews a few of the newsworthy changes that are proposed relating to hot tax topics such as tax on tips, overtime...

The Essential Tax Podcast with Mishkin Santa, Episode 30 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David J. Warner, Tax Attorney & Shareholder at Holtz, Slavett & Drabkin, a tax controversy and tax litigation law firm with nine former IRS attorneys. Tune in for these key takeaways:  * The complexities of offshore voluntary disclosure with insights into the his...

Give a listen to our first mini episode of The Essential Tax Podcast! In this mini-episode, Mishkin provides individual taxpayers with a great overview of the nuances between IRS Forms W9 and W8-BEN. Resource Links : US Tax Residents: Form W9 - https://www.irs.gov/pub/irs-pdf/fw9.pdf Form 1099-B - https://www.irs.gov/forms-pubs/about-form-1099-b Form 1099-INT - https://www.irs.gov/forms-pubs/about...

The Essential Tax Podcast with Mishkin Santa, Episode 29 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with International Tax Lawyer, Carlos Gimeno. The rules for tax residency in Spain, including the importance of understanding the 183-day rule and the concept of sporadic absences. He highlights the tax implications for US citizens moving to Spain, such as the necessity to ta...

The Essential Tax Podcast with Mishkin Santa, Episode 28 In this episode of The Essential Tax Podcast, Mishkin Santa with David Muenzer, a Certified Financial Education Instructor℠. Tune in for these key takeaways: - The importance and process of providing pro bono tax compliance and financial literacy support for victims of human trafficking - David’s personal experiences and initiatives to be in...

The Essential Tax Podcast with Mishkin Santa, Episode 27 In this episode of The Essential Tax Podcast, Mishkin Santa welcomes back “frequent flyer” guest, Joshua Smeltzer. Joshua is a Tax and Corporate Lawyer at Gray Reed, a full-service Texas law firm with a comprehensive range of litigation and transactional practice groups. With 150 attorneys, they are equipped to support companies, and high-ne...

The Essential Tax Podcast with Mishkin Santa, Episode 26 In this episode of The Essential Tax Podcast, Mishkin Santa with Dirk Prato & Paolo Pagani, tax professionals from HAGER & PARTNERS, an independent consultancy firm for national and international tax and company law, corporate finance and auditing based in Milan, Bolzano and Rome. Tune in for these key takeaways:  * Italian tax resid...

The Essential Tax Podcast with Mishkin Santa, Episode 25 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute. Amy is a transformative leader blending business expertise with mindfulness. As an author and podcast host with extensive experience, she empowers professionals across industries to achieve work-life...

The Essential Tax Podcast with Mishkin Santa, Episode 24 In this episode of The Essential Tax Podcast, Mishkin Santa with Jason Kadow, Regional Managing Partner and Director of M & A at KMA, a full-service business accounting and financial services firm, dedicated to providing management consulting, real time solutions, accurate and timely financial data, innovative ideas and proactively provi...

The Essential Tax Podcast with Mishkin Santa, Episode 23 In this episode of The Essential Tax Podcast, Mishkin Santa with Lisa Sparagna, whose journey into mindfulness and meditation spans nearly two decades. Lisa's mission is simple yet profound: to create a nurturing space where each person can reconnect with their own inner wisdom, finding peace and clarity in today's busy world. Tune i...

The Essential Tax Podcast with Mishkin Santa, Episode 22 In this episode of The Essential Tax Podcast, Mishkin Santa with Dean Sonderegger, Senior Vice President and General Manager, Canada and Research & Learning of Wolters Kluwer Tax and Accounting North America. Tune in for these key takeaways: * The impact of labor shortages in the CPA industry, emphasizing the importance of leveraging tec...

The Essential Tax Podcast with Mishkin Santa, Episode 21 In this episode of The Essential Tax Podcast, Mishkin Santa features Russell Sullivan, a tax expert, attorney, and shareholder at Brownstein Hyatt Farber Schreck. He is also Chair of Brownstein’s National Tax Policy Group. Tune in for these key takeaways: * The upcoming changes in U.S. tax law, including the potential impacts of the TCJA pro...

The Essential Tax Podcast with Mishkin Santa, Episode 20 In this episode of The Essential Tax Podcast, Mishkin Santa discusses international tax topics involving Canada, Germany, France, Israel, and more!  Tune in for these key takeaways: Tax developments in Canada due to resuming collection activities post-pandemic Tax implications due to political and tax turmoil in Germany and France New develo...

The Essential Tax Podcast with Mishkin Santa, Episode 19 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Randy Johnston, Executive Vice President of K2 Enterprises. Randy teaches technology and acts as consult to technology companies supporting the accounting industry.  Tune in for these key takeaways: Technology's impact on tax, cybersecurity, and blockchain's future role...

The Essential Tax Podcast with Mishkin Santa, Episode 18 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Alexandra Britton-Davis , partner at Saffery. Alex advises high-net-worth individuals, trustees, and family offices on their UK tax affairs, estate and succession planning. In particular, she focuses on advising UK-resident non-domiciled individuals and clients with mult...

The Essential Tax Podcast with Mishkin Santa, Episode 17 In this episode of The Essential Tax Podcast , Mishkin Santa talks about tax updates re: digital assets, FBAR litigation, some IRS news, a brand new 2025 US Social Security agreement, state tax updates from California, Maryland, Massachusetts, New York, plus international tax updates re: Brazil, Australia, Romania & France! Tune to to he...

The Essential Tax Podcast with Mishkin Santa, Episode 16 In this episode of The Essential Tax Podcast ,  Mishkin Santa, J.D., LL.M, talks about potential U.S. tax changes following the 2024 election. He is a Principal at The Wolf Group, focusing on international tax services such as offshore disclosure, pre-immigration planning, and more, drawing on his experience as a former IRS Attorney. Tune in...

The Essential Tax Podcast with Mishkin Santa, Episode 15 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Phil Hodgen, Attorney & Principal at Hodgen Law. Phil provides international (cross border) tax planning for multi-national families and service corporations. Tune in for these key takeaways: - The complexities of FIRPTA and the U.S. exit tax - FIRPTA imposes a 15% w...

The Essential Tax Podcast with Mishkin Santa, Episode 19 In this episode of The Essential Tax Podcast, Mishkin Santa is joined by Joshua Smeltzer, Tax and Corporate Lawyer at Gray Reed. Gray Reed is a law firm with over 150 attorneys, with a tax controversy and tax litigation practice led by Joshua. They represent clients throughout the U.S., focusing on complex tax issues. Tune in for these key t...

The Essential Tax Podcast with Mishkin Santa, Episode 13 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David Pitts, Actuary and Independent Practitioner. David brings his wealth of experience in actuarial science, focusing on valuation work related to U.S. exit taxes, pensions, and deferred compensation plans. He has a background in mathematics and has worked extensively...

The Essential Tax Podcast with Mishkin Santa, Episode 13 In this episode of The Essential Tax Podcast, Mishkin Santa talks with Delphine Parigi, a tax lawyer and founder of DPZ Avocats, based in Nice, France. With a master’s degree in International Tax from La Sorbonne and business school HEC, Delphine brings over a decade of experience in advising international groups and high-net-worth individua...