Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.
Tax Section Odyssey
Claim This Podcastby AICPA & CIMA
4.5(16 reviews)
121 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
66
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality98
Social0
YouTube0
Engagement84
Podcast Overview
Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.
Language
🇺🇲
Publishing Since
5/25/2021
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66
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality98
Social0
YouTube0
Engagement84
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excellent
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29 minutes
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Recent Episodes
May 22, 2026
Beyond the script: Improv for advisory confidence
Host April Walker interviews Jennifer Dymond, founder and CEO of Spire Consulting Services, about how improv techniques build tax practitioners' advisory confidence and client communication skills.
May 7, 2026
Out of deadline mode: A post tax season reset
<p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-family: 'Arial',sans-serif; mso-bidi-font-weight: bold;">After deadline season, it's tempting to move on and forget what didn't work — but this is the best time to make changes while the lessons are still fresh.</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-family: 'Arial',sans-serif; mso-bidi-font-weight: bold;"> </span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-family: 'Arial',sans-serif; mso-bidi-font-weight: bold;">In this episode, April Walker is joined by <a href= "https://www.linkedin.com/in/nancy-mcclelland-cpa/">Nancy McClelland, owner of The Dancing Accountant</a>, to discuss small, realistic practice changes that can dramatically reduce tax-season stress. From shifting annual tasks to year‑round workflows and setting clear client expectations to using technology that streamlines document collection and follow-up, Nancy shares practical strategies that help tax pros protect their time, teams and sanity — without overhauling everything at once.</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal;"><span style= "font-family: 'Arial',sans-serif; mso-bidi-font-weight: bold;"> </span></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;">Questions answered in this episode: </span></strong></p> <ul> <li class="MsoNormal"><!-- [if !supportLists]--><span style= "font-family: 'Arial',sans-serif;">What's one practical change you can make right now that will noticeably improve next tax season?</span></li> <li class="MsoNormal"><!-- [if !supportLists]--><span style= "font-family: 'Arial',sans-serif;">How can shifting "annual" work to monthly or year‑round workflows reduce deadline-season pressure?</span></li> <li class="MsoNormal"><!-- [if !supportLists]--><span style= "font-family: 'Arial',sans-serif;">What are effective ways to set client expectations and boundaries — without damaging the relationship?</span></li> <li class="MsoNormal"><!-- [if !supportLists]--><span style= "font-family: 'Arial',sans-serif;">How can technology reduce document-chaos, missing information and the constant chase for "one last form"?</span></li> <li class="MsoNormal"><!-- [if !supportLists]--><span style= "font-family: 'Arial',sans-serif;">How do you define (and refine) your ideal client profile so you're working with clients you actually enjoy?</span></li> </ul> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;">AICPA resources</span></strong></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;">ENGAGE 2026 conference session: <a href="https://agenda.aicpastore.com/sessions/tax2613">How to Align Your Bookkeeper and Tax Accountant for Financial Success</a></span></strong></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;"><a href= "https://www.aicpa-cima.com/resources/landing/optimizing-your-tax-practice"> Optimizing your tax practice</a></span></strong></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;"><a href= "https://www.aicpa-cima.com/resources/landing/reimagining-your-tax-practice"> Reimagining your tax practice</a></span></strong></p> <p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;"><a href= "https://connect.aicpa-cima.com/home/memberhome?_gl=1*6kdpuv*_ga*NTEzOTgzMDc0LjE3NzM3NTMyMjU.*_ga_FR3K08G6GE*czE3NzgxNTg2MjQkbzEwJGcxJHQxNzc4MTU5OTU5JGo1OSRsMCRoMA.." target="_blank" rel="noopener"><span style= "mso-bidi-font-weight: bold;">Tax Communities on Engage365</span></a></span></strong></p> <p class="MsoNormal" style="margin-bottom: 0in;"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-family: 'Arial',sans-serif;">Other resources</span></strong></p> <p class="MsoNormal" style="margin-bottom: 0in;"> <strong> </strong></p> <p class="MsoNormal" style="margin-bottom: 0in;"><strong><a href= "https://shecounts.show/">She Counts</a></strong></p> <p class="MsoNormal" style="margin-bottom: 0in;"> <strong> </strong></p> <p class="MsoNormal" style="margin-bottom: 0in;"><strong><a href= "https://www.youtube.com/@nancythedancingaccountant">Ask a CPA - Nancy's YouTube channel</a></strong></p> <p class="MsoNormal"><span style= "font-family: 'Arial',sans-serif;"> </span></p> <p class="MsoNormal"><span style= "font-family: 'Arial',sans-serif;">Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The </span><a href="https://taxodyssey.libsyn.com/tso" target="_blank" rel="noopener"><span style= "font-family: 'Arial',sans-serif;">Tax Section Odyssey podcast</span></a><span style= "font-family: 'Arial',sans-serif;"> includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.</span></p> <p class="MsoNormal"><span style= "font-family: 'Arial',sans-serif;">This resource is part of the robust tax resource library available from the AICPA Tax Section. The </span><a href= "https://www.aicpa-cima.com/membership/landing/tax-section"><span style="font-family: 'Arial',sans-serif;">Tax Section is your go-to home base</span></a><span style= "font-family: 'Arial',sans-serif;"> for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.</span></p>
April 30, 2026
Protective claims, client alerts and Kwong: A practitioner playbook
Host April Walker interviews Michael Waalkes of Kostelanetz LLP about the practical implications of Kwong v. United States for CPA firms, offering insights on client alerts and protective claims.
121 total episodes available with 54 transcripts
Recent guests on Tax Section Odyssey
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jennifer Dymond
Guest
Melanie Lauridsen
Guest
Todd Sloves
Guest
Mark Gallegos
Guest
Kasey Pittman
Guest
Adam Shay
Guest
Annette Nellen
Guest
Chris Wittich
Guest
Robert Keebler
Guest
Katie Thomas
Guest
Nik Fahrer
Guest
Shehan Chandrasekera
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Tax Section Odyssey?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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