The TaxOps Podcast
Tax Intelligence
Experienced tax professionals share clear, practical insight on today’s most complex tax issues, from SALT and federal tax strategy to ASC 740, tax minimization, and investment fund considerations. Each month, our experts break down what matters, what’s changing, and how to think strategically about tax, so you can make informed decisions with confidence.
Latest Episode · August 21, 2026
Colorado Rewrites Its Tax Rules
Marc Gordon · 14 min
The QBI add back, the vendor fee repeal, the SALT parity election, sales tax on all software, and worldwide combined reporting: Colorado’s new rules explained.
Season One
All Episodes
6 conversations with TaxOps partners and advisors on state and local tax, R&D credits, Section 174, and financial reporting. Every episode comes with full show notes, chapters, and clips.
Episode 06 · 14 min
Colorado Rewrites Its Tax Rules
Marc Gordon
The QBI add back, the vendor fee repeal, the SALT parity election, sales tax on all software, and worldwide combined reporting: Colorado’s new rules explained.
Episode 05 · 50 min
IRS R&D Credit War Stories, Part 2
Mark Dunning & Sean Espy
A ten-year software audit, a firm that promised to double the credit, and why you should plan as if the IRS will show up. Never play the audit lottery.
Episode 04 · 47 min
IRS R&D Credit War Stories
Mark Dunning & Sean Espy
A seven-year audit, pre-filing agreement battles, and a Section 382 surprise: what it really takes to defend an R&D credit when the IRS opens at zero.
Episode 03 · 34 min
Auditor Independence
Lindsay Haskell & Dan DeLau
What happens to auditor independence when private equity buys into CPA firms, what ASU 2023-09 requires, and why the tax provision belongs to management.
Episode 02 · 31 min
Section 174 Decoupling
Jamie Overberg & Sean Espy
Which states have decoupled from Section 174, why the guidance keeps shifting, and the new state R&D credit changes in California, Michigan, and Texas.
Episode 01 · 31 min
State Nexus Demystified
Marc Gordon & Lindsay Haskell
Physical vs. economic nexus after Wayfair, the remote-work exposure most companies miss, and how VDAs resolve past state tax liabilities.
Behind the Mic
Meet the Voices of Tax Intelligence
Big Four veterans and senior TaxOps advisors who do this work every day.
Lindsay Haskell
Mark Dunning
Sean Espy
Jamie Overberg
Dan DeLau
Marc GordonTalk to TaxOps
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