Tackling Tax

Latest Episodes:

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

Show notes

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.

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