We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don't forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Enrolledagent Podcasts
California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
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Top 10 "must know" tips for filing 2025 Form 540
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This week we're covering the top 10 things to know about filing Form 540 for 2025.
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Episode 150 - From Root Canals to Real Purpose: Dr. Short's Journey of Identity and Impact - The Woodard Report Podcast
34:48
34:48
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On this episode of the Woodard Report podcast, Joe speaks with Dr. Rico D. Short about his remarkable rise from a single-parent household to becoming a world-class endodontist, author, and speaker, and how faith, mentorship, and identity shaped every step of his journey. They explore how finding your true identity and purpose, rather than comparing…
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Remember California no longer requires entities to dissolve by December 31
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This week we're talking about tax planning for dissolutions that happen at the end of the year.
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Episode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast
38:17
38:17
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On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically…
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This week we're covering important end-of-year tax-saving opportunities that your clients won't want to miss out on.
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Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast
29:00
29:00
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On this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect te…
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California conformity, or lack thereof, just got a lot more complicated
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This week we're looking at various provisions that California now does or does not conform to following the passage of SB 711.
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Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast
32:18
32:18
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On this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss …
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Reduce tax caused by California's SDI wage base elimination
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This week we're covering ways to reduce tax caused by the elimination of California's SDI wage base.
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Episode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast
41:15
41:15
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On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO a…
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California now conforms to TCJA alimony rules
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4:05
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This week we're covering California's recent conformity to TCJA alimony provisions, and which taxpayers are affected.
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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast
30:43
30:43
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30:43
On this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles,…
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Understand California's new retirement contribution deduction conformity
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This week we're covering new California conformity to retirement contribution deductions, following the passage of California's conformity bill SB 711.
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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
31:33
31:33
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On this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for ac…
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New California CPA and CTEC licensing and registration requirements
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4:31
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This week we're covering some changes to the California requirements to obtain a new CPA license and new exemptions from CTEC registration.
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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast
32:59
32:59
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On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They a…
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Medi-Cal asset test reinstated starting in 2026
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This week, we're covering the Medi-Cal asset test, which was phased out in 2024 but will be reinstated starting in 2026.
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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast
36:54
36:54
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On this episode of the Woodard Report podcast, Heather speaks with Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting profe…
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October 15 filing and payment postponement traps to watch out for
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This week we're covering filing tips for taxpayers whose wildfire postponed filing deadline is approaching on October 15.
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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast
38:08
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On this episode of the Woodard Report podcast, Heather and Joe speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving …
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California changes rules for how service professionals, including tax professionals, are taxed
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This week, we're covering changes to how certain multistate service providers, including tax professionals, apportion income to California.
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Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast
35:01
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On this episode of the Woodard Report podcast, Heather and Joe speak about the Supreme Court's pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young's $1 billion investment in AI, exploring how automation might relieve staffing shortages while resha…
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California's wildfire settlement exclusion expanded
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4:38
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This week we're covering an expanded income exclusion for certain taxpayers who received settlements to cover wildfire-related expenses.
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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
40:42
40:42
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On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI …
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This week we're covering when community ends for the purposes of community property laws.
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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast
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40:56
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On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft's research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learni…
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Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast
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32:17
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On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her "three C's" framework—character, concepts, and context—as tools to make abs…
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Pros and cons of filing married filing separate
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4:36
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This week we're covering the pros and cons of filing as married filing separate.
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This week we're covering what to do in an FTB residency audit.
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Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast
27:33
27:33
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On this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois' move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounti…
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Entity identification numbers and classification changes
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This week we're covering entity identification numbers and classification changes.
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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast
36:47
36:47
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On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not j…
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Messy divorces: What to do when an estranged spouse won't provide the required tax information
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This week we're covering what to do when an estranged spouse won't provide the required tax information.
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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast
34:09
34:09
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On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance o…
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