Tax Section Odyssey Podcast
Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Division.
Episodes are released twice a month, feature thought leaders in the tax profession and are available on all major podcast platforms.
Episodes are released twice a month, feature thought leaders in the tax profession and are available on all major podcast platforms.
Stay ahead in tax
Explore U.S. tax updates, hot topics and answers to your toughest questions. Tax Section Odyssey brings clarity to a constantly changing tax landscape — helping you improve client service, streamline returns, and strengthen your advisory role.
Join April Walker, CPA, CGMA, Senior Manager — AICPA, and guests for expert insights on the latest from Congress, IRS updates, trending issues and practice management tips. Elevate your firm and stay ahead in the evolving tax world.
Stay ahead in tax
Explore U.S. tax updates, hot topics and answers to your toughest questions. Tax Section Odyssey brings clarity to a constantly changing tax landscape — helping you improve client service, streamline returns, and strengthen your advisory role.
Join April Walker, CPA, CGMA, Senior Manager — AICPA, and guests for expert insights on the latest from Congress, IRS updates, trending issues and practice management tips. Elevate your firm and stay ahead in the evolving tax world.
Latest episode
Section 351 ETF conversions: Understanding the IRS warning — In this joint episode with the Personal Financial Planning (PFP) Section podcast, host Cary Sinnett discusses recent IRS communications around certain exchange-traded fund (ETF)- based diversification strategies with Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. Sec. 351 ETF contributions may be permissible, but rapid redemptions for diversified securities may be taxable under the step-transaction doctrine. Timing, prearranged plans, marketing and communications are key. Practitioners should review completed and pending transactions, documentation, reporting, disclosure, privilege, and penalty protection, coordinating with investment advisers and tax counsel as appropriate.
Latest episode
Section 351 ETF conversions: Understanding the IRS warning — In this joint episode with the Personal Financial Planning (PFP) Section podcast, host Cary Sinnett discusses recent IRS communications around certain exchange-traded fund (ETF)- based diversification strategies with Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. Sec. 351 ETF contributions may be permissible, but rapid redemptions for diversified securities may be taxable under the step-transaction doctrine. Timing, prearranged plans, marketing and communications are key. Practitioners should review completed and pending transactions, documentation, reporting, disclosure, privilege, and penalty protection, coordinating with investment advisers and tax counsel as appropriate.