CPA Talk Series
CPA Talk Series
Podcast Description
CPA Talk Series , our podcast series, is your front-row seat to the evolving world of modern CPAs—where AI is accelerating, talent is in short supply, technology is transforming fast, and regulations are only getting tougher.
We keep the coffee warm and the conversations true. Focused on CPAs—and for anyone passionate about the future of accounting—this series dives into the strategic shifts redefining the profession.
Expect honest, no-fluff insights from experts who’ve lived the change. We ask the right questions to uncover answers that are unexpected, thought-provoking, and refreshingly real.
Podcast Insights
Content Themes
The podcast covers a variety of topics relevant to the accounting profession, including the impact of AI, talent shortages, and regulatory challenges. Specific episodes like 'Outsourcing Unpacked' delve into how CPA firms can adapt their business models and effectively implement outsourcing strategies while addressing the nuances of firm culture and efficient practice.
CPA Talk Series , our podcast series, is your front-row seat to the evolving world of modern CPAs—where AI is accelerating, talent is in short supply, technology is transforming fast, and regulations are only getting tougher.
We keep the coffee warm and the conversations true. Focused on CPAs—and for anyone passionate about the future of accounting—this series dives into the strategic shifts redefining the profession.
Expect honest, no-fluff insights from experts who’ve lived the change. We ask the right questions to uncover answers that are unexpected, thought-provoking, and refreshingly real.
When Clients Owe the IRS: What CPAs Should Do Next
IRS enforcement doesn’t wait — and neither should your clients. In this episode of the CPA Talk Series, host Sufyan Momin speaks with Rachel Gibbs MBA, EA, NTPIF, founder of Trifecta Tax Relief, a fully virtual firm helping individuals and businesses resolve serious IRS debt across all 50 states.
With over 15 years of experience spanning government systems, compliance, and financial analysis, Rachel breaks down the tax resolution strategies that actually work — and explains how CPAs can collaborate with specialists to deliver better outcomes for clients in crisis.
In This Episode:
• Offers in Compromise, installment agreements & penalty relief — explained plainly
• How to stop liens, levies, and wage garnishments in their tracks
• Tackling unfiled returns and years of accumulated back taxes
• The CPA’s role when a client’s tax situation exceeds your scope
• Moving clients from IRS pressure to lasting financial stability
If you work with clients facing serious tax debt, this conversation is essential listening.
🎙️ CPA Talk Series | Hosted by Sufyan Momin
#CPATalkSeries #TaxResolution #IRSProblems #TaxProfessionals #CPAFirms #TaxStrategy
🎙️ CPA Talk Series | Hosted by Sufyan Momin
Disclaimer
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