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  • Episode 3: Navigating International Taxation with Guest Sean King
    2025/10/29

    In this episode of the Tax Savvy podcast, our host Craig Fouts of Align Tax Consulting speaks with international tax lawyer, Sean King about the evolving landscape of global business and taxation. Sean shares insights from his extensive experience in the field, discussing the challenges and opportunities faced by companies operating across borders. Key topics include the importance of transfer pricing, the impact of recent tax legislation, and the trend of reshoring operations back to the U.S. The conversation emphasizes the need for collaboration among trusted advisors to navigate the complexities of international tax compliance and business strategy.


    Key Takeaways:

    • Transfer pricing is a critical compliance issue for multinational companies.
    • Recent tax legislation has created both challenges and opportunities.
    • Reshoring operations can lead to significant tax implications.
    • Collaboration among advisors is essential for client success.
    • Companies must revisit transfer pricing documentation after supply chain changes.
    • Inbound investment in the U.S. is currently high due to various initiatives.
    • Understanding local tax implications is crucial when exiting foreign jurisdictions.

    You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.

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    28 分
  • Episode 2: Strategic Growth for Accounting Firms With Guest Bob Lewis
    2025/10/22

    In this conversation, Bob Lewis, President of the Visionary Group, discusses the current challenges and opportunities in the accounting industry, particularly focusing on M&A, private equity, and the impact of AI. He emphasizes the importance of having a clear independence plan for firms, the need for informed decision-making in succession planning, and the potential for firms to reshape their pricing and service models to enhance profitability. Bob also shares insights on the future of M&A activity and the evolving landscape of accounting firms as they adapt to new market demands.

    You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.

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    27 分
  • Episode 1: Smart Money, Big Personality with Guest Jason Werner
    2025/09/26

    In our very first episode, we sit down with Jason Werner of Werner Financial to talk about the power or pairing strategic financial planning with specialty tax strategies. Jason brings his signature energy and insights as we dig into how thoughtful planning can unlock major opportunities for clients.

    If you've ever wondered whether your financial plan is missing a critical piece, this is the episode to start with!

    You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.

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    24 分
  • Episode 0: A Sneak Peek at Tax Savvy
    2025/09/04

    Welcome to the Tax Savvy Specialty Tax Podcast! In this sneak peek, Ryan and Craig give you a behind-the-scenes look at what's coming. This isn't your typical tax podcast - expect engaging guest experts, real business case studies, and technical insights that actually make sense. Tune in to see how specialty tax can deliver real value to your business and get ready to subscribe before our first full episode drops!

    You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.

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    1 分