Tackling Tax

Episode 28: What’s Happening With Tariffs Jun 16, 2026

This week on Tackling Tax, we’ll take a closer look at tariffs and what you should be doing.

On this episode, we’ll focus on the ever-evolving topic of tariffs and what you should consider. Iris Laws and Michael Cornett with our Washington National Tax Office will share their insights.

Episode 27: Breaking Down the R&D Tax Credit Jun 02, 2026

Episode 26: Payroll & Employment Taxes: A Closer Look May 19, 2026

On this episode, we’ll focus on one of the more exciting but underrated areas of tax that touches almost every tax and HR decision a large organization makes: payroll and employment. We welcome Nikos Arhos, who leads our Payroll and Employment Tax Services practice.

Episode 25: A Focus on Real Estate May 05, 2026

Forvis Mazars Tax Director Brit Moreland joins hosts Iris Laws and Devin Tenney to discuss the latest trends and policy decisions in real estate and housing.

Special Edition // Tariff Refund Platform Available Apr 21, 2026

On this episode, we’ll focus on the U.S. Customs and Border Patrol’s CAPE system, which is the platform allowing importers of record and their brokers to start the process for getting back International Emergency Economic Powers Act (IEEPA) tariff refunds. We welcome Michael Cornett from our Washington National Tax Office.

Episode 24: A Look at Debt Instruments Apr 21, 2026

On this episode, we’ll focus on debt instruments and what happens when debt is amended or modified, which can provide some unwelcome surprises. We welcome Howard Wagner, managing director in our Washington National Tax Office, and Jack Gillespie from our Tax Specialty group, to break down what you should be thinking about to work through deals and manage cash flow.

Episode 23: How to Have a Successful Tax Transformation Apr 07, 2026

On this episode, we’ll talk with our Tax Transformation team to understand what makes tax functions successful and efficient. We welcome Kelly Necessary, the leader of the group, and Jenna Stutz, a managing director with the team.

Episode 22: Credit Transfers & the Clean Energy Landscape Mar 24, 2026

On this episode, we’ll explore today’s clean energy landscape, with a specific focus on what it takes to sell credits and what to consider when buying them. We welcome David Burton, partner with the law firm Norton Rose Fulbright, and Richard Dovere, founder and chief executive officer of Dispatch Energy.

Episode 21: Hot Topics for Tax Methods Mar 10, 2026

On this episode, we’ll explore topics ranging from bonus depreciation to the timing of methods during a transaction with Nathan Clark and Brittany Cummings on our Tax Methods team.

Episode 20: Tackling Tariffs Feb 24, 2026

On this episode, we’ll explore tariffs and global trade with Michael Cornett, managing director with our Washington National Tax Office.

Note: This episode was recorded prior to the Supreme Court issuing their decision that struck down tariff issued under IEEPA. For more information and discussion about the tariff decision and related next steps, listen to our short “Breaking Update” episode found on our website and other podcast platforms.

Tackling Tax Special Edition // Supreme Court: IEEPA Tariffs Invalid Feb 20, 2026

In this special breaking news edition of Tackling Tax, we cover the major Supreme Court decision issued on February 20, 2026, regarding the International Emergency Economic Powers Act (IEEPA). The Court has overturned President Trump's IEEPA tariffs, ruling that the act does not authorize the president to impose such tariffs.

Director Iris Laws and Managing Director Michael Cornett briefly break down the 170-page decision to explain what this means for the future of trade, the validity of current international agreements, and the complex path ahead for importers seeking refunds.

Episode 19: Navigating Taxes With the IRS Feb 10, 2026

On this episode, we’ll explore what’s going on at the IRS, what taxpayers may be facing when it comes to exams, and more. We welcome Kristin Gutting, Caitlyn Meehan, and Karen Fleming with the Tax Controversy Group at Forvis Mazars.

Episode 18: How the AICPA Can Assist Taxpayers Jan 27, 2026

On this episode, we’ll examine what the American Institute of CPAs (AICPA) is doing to influence tax policy and guidance, as well as look ahead to tax issues that will likely take center stage in 2026. We welcome Kristin Esposito, director of tax policy and advocacy at the AICPA.

Episode 17: A Look at Compensation & Benefit Plans Jan 13, 2026

On this episode, we’ll look at opportunities and potential traps regarding compensation and benefit plans, which play a critical role in a company’s culture. We welcome co-host Devin Tenney, a director in the Washington National Tax Office and leader of the Executive Compensation and Employee Benefits Practice at Forvis Mazars.

Episode 16: Tax Implications for Aviation Dec 16, 2025

On this episode, we’ll delve into the world of aviation with items you’ll want to know if you lease, own, charter, or are just interested in airplanes. We welcome Katie Simmons and John Buchanan, two leaders of the firm’s aviation consulting practice.

Episode 15: Section 1202 Opportunities Nov 25, 2025

On this episode, we’ll talk through an opportunity to exclude gain on the sale of qualified small business stock. We welcome Howard Wagner and Nick Zoyhofski, two leaders of the firm’s 1202 practice.

Episode 14: Year-End Planning Strategies to Consider Nov 11, 2025

On this episode, we’ll dive into year-end planning and the strategies you could consider heading into 2026. We welcome Spencer Heywood and Michael Cornett to highlight planning topics to be aware of for the new year.

Episode 13: The Opportunity Zone Opportunity Oct 28, 2025

This week on Tackling Tax, we’ll explore opportunity zones, which aim to stimulate new investment in economically distressed communities, and how they could benefit you.

Episode 12: New Markets Tax Credit Opportunities Oct 14, 2025

On this episode, we’ll look at the New Markets Tax Credit (NMTC) and the opportunities it could offer you. We’ll discuss changes to the credit due to the One Big Beautiful Bill Act (OB3)and some practical considerations for businesses. We welcome Wes Ernst and Mike Roney with the NMTC team at Forvis Mazars for a unique perspective on the incentive.

Episode 11: OB3's Impact on Estate Planning & Wealth Strategy Sep 30, 2025

This week on Tackling Tax, we’ll explore the OB3’s impact on estate planning and wealth strategy.

Episode 10: OB3’s Impact on Nonprofits Sep 16, 2025

In this week’s episode of Tackling Tax, we break down how OB3 affects nonprofits—focusing on endowment and executive compensation taxes.

Episode 9: OB3 and M&A: Our Top 5 Considerations Sep 03, 2025

On this episode, we’ll look at ways that the One Big Beautiful Bill Act affects mergers and acquisitions (M&A) and cover our top five considerations for those contemplating a transaction. We welcome Howard Wagner from our Washington National Tax Office and Todd Reinstein, a partner in our firm who focuses on structuring and M&A Planning.

Episode 8: Comp & Benefits: The OBBBA Breakdown Aug 19, 2025

On this episode, we’ll look into some of the biggest changes in the world of compensation and benefits including those from the One Big Beautiful Bill Act (OBBBA), as well as some of those from the first and second SECURE Acts. We welcome Dave Graf, a leader in the Private Client practice at Forvis Mazars who specializes in qualified retirement plans.

Episode 7: The OBBBA's Impact on International Tax Aug 05, 2025

Eric Flueckiger, a partner with our international tax specialty practice, and Michael Cornett, the international tax leader in in our Washington National Tax Office, will look at how the One Big Beautiful Bill Act affects international tax concepts.

Episode 6: Clean Energy’s Changing Landscape Jul 28, 2025

In this week’s episode of Tackling Tax, we’ll explore renewables and clean energy tax credits.

Episode 5: Global Impacts - Tax Act & More Jul 28, 2025

In this week’s episode of Tackling Tax, we’ll delve into the Tax Act and more.

Breaking Update: The 2025 Tax Act is Passed! Jul 28, 2025

We bring you our “top ten” provisions that may impact you most.

Episode 4: Digital Assets & Stablecoin Update Jul 28, 2025

In this week’s Tackling Tax, we’ll delve into digital assets and stablecoin.

Episode 3: SALT Updates & Insights Jul 28, 2025

In this week’s Tackling Tax, we’ll delve into state and local tax issues.

Episode 2: Tax Bill Passes the House Jul 28, 2025

In this week’s Tackling Tax, we’ll take an in-depth look at the reconciliation tax package.

Episode 1: Tariffs & Global Trade Jul 28, 2025

In this week’s Tackling Tax, we examine the changing landscape of tariffs and how we've gotten here.

Welcome to Tackling Tax Jul 25, 2025

Introducing Tackling Tax—a Forvis Mazars podcast. We’ll bring you the latest on tax policy and strategies—but in a way that you can actually use and understand. Whether you’re looking for intel into tax bills, global tax implications, or planning insights for your business, you’re in the right place. Listen every other week for more from our guests, which include everyone from university scholars to industry experts to the firm’s experienced leaders.

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