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deepdive.
Author: CountingWorks PRO Marketing Team
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© 2026 deepdive.
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Welcome to DeepDive, the podcast where artificial intelligence and industry-leading expertise come together to take you deep into strategies for success in the tax and accounting industry. Each episode dives into important issues and trends, sharing insights about real tax and accounting pros, along with the latest from our CountingWorks Pro blog—all powered by AI for a listening experience you have to hear to believe.
Whether you’re looking to stay on top of industry news or just want to make sense of complex topics, DeepDive is here to keep you on the cutting edge.
154 Episodes
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Student loan enforcement is restarting. Should bankruptcy be considered? Learn the pros, cons, credit impact, and tax implications before deciding.
A clear guide to income tax basics, including brackets, AGI, MAGI, deductions, credits, taxable income, and how to collaborate effectively with your tax professional.
With the introduction of Trump Accounts under President Trump's Working Families Tax Cuts Act, also known as the One Big Beautiful Bill Act (or OBBBA), a new opportunity has been created for American families to set up tax-advantaged savings accounts for their children younger than 18.
An IRS or state tax notice is stressful—but panic makes it worse. Learn what not to do if you receive a tax notice and how to respond calmly.
A big tax refund feels good—but it often signals missed planning. Learn how withholding reviews, estimates, and life changes affect your taxes.
Kids, aging parents, peak income, and no time. Why Gen X feels squeezed—and why tax planning matters more than ever
It’s tax time, and if you are like most taxpayers, you are probably facing the ominous chore of compiling records in preparation for your tax return. The task is never easy, but the effort usually pays off in the extra taxes you save! When you are fully prepared for your appointment—whether in person, by videoconference or telephone—you’ll have more time to explore additional deductions and consider a tax plan for the future.
With tax season upon us, taxpayers across the nation are trying to grasp the many tax changes for 2025. Central to these transformations is the One Big Beautiful Bill Act (OBBBA), a comprehensive tax reform.
IRS notices can be confusing, but they don’t have to be scary. Learn what common notices mean, what to do next, and when to contact your financial professional for help.
From retirement contributions to emergency funds, here are the smartest year-end financial moves for every generation—so you can finish the year stronger and start 2026 on solid ground.
Learn the real difference between capital expenditures (CapEx) and operating expenses (OpEx)—and why it matters for your business’s cash flow, taxes, and strategy.
Behind on taxes or owe the IRS? Whether you’re an individual or a business owner, learn how to fix tax problems during the IRS furlough and before penalties pile up.
Inflation is steady but still squeezing margins. Learn how to use this moment to reprice smarter, strengthen cash flow, and make 2026 your margin expansion year.
Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit your 2025 tax filing.
As the year draws to a close, small business owners find themselves in a crucial period for financial organization and tax strategy optimization. With the potential to significantly reduce your 2025 tax bill, implementing effective tax strategies now becomes imperative.
Major life and business events—partnership changes, disputes, marriage, or retirement—can reshape your tax picture. Learn what to plan for before it costs you.
Even profitable businesses can run short on cash. Learn why cash flow and profit aren’t the same—and how smart planning helps you stay financially strong year-round.
Late filings, underpayments, and payroll mistakes can trigger costly IRS and state penalties. Learn which ones to watch for and how to prevent them before they spiral.
Earning income from TikTok, Shopify, Venmo sales, or freelance gigs? Learn why multiple income streams can complicate your taxes—and how to stay compliant while maximizing deductions.
Thinking of writing off your S-corp investment? Learn when it’s actually allowed, how to document worthlessness, and what happens if your business rebounds. Plan your next move with expert guidance.



