Tackling Tax

In this episode, we’ll focus on the 21st Century Road to Housing Act, which is an affordability-focused bill approved by Congress. We welcome Derek Smith, a partner specializing in real estate tax and opportunity zones, and Cecilia Farris, a senior consultant with grant-managed services, to share their insights on what the proposals are, how you could plan for them, and how they may impact you.

On this anniversary episode, we’ll look forward on tax policy and tariffs with a special perspective from the United Kingdom. We welcome International Tax Partner Catherine Hall, along with Lance Jacobs and Michael Cornett with our Washington National Tax Office, to share their insights.

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.

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.

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. 

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.

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.

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.

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.  

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.

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.

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.

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.

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.

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.

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.