This week’s podcast is all about tax. My guest, Craig Smalley, has been admitted to practice before the Internal Revenue Service as an Enrolled Agent, has a “Master’s in Taxation” Certificate from UCLA, and is a Certified Tax Resolution Specialist. Craig has been in practice for 23 years. He is well versed in US Tax Law, and U.S. Tax Court Cases.
He specializes in taxation, entity structuring and restructuring, corporations, partnerships and individual taxation, as well as representation before the IRS regarding negotiations, audits and appeals.
Craig is the Co-Founder & CEO of CWSEAPA®, PLLC, and Tax Crisis Center®, LLC. CWSEAPA is a think tank of IRS Enrolled Agents, CPAs, Certified Tax Resolution Specialists, Certified Estate Planners, and paraprofessionals, with offices in Florida, Nevada and Delaware.
Check out our conversation here: https://itunes.apple.com/us/podcast/accounting-success-podcast/id1140252087?mt=2#episodeGuid=6d47c7f33966b0ec563876f72c11ef33
While Craig does crank out a whopping 4,000 tax returns a year with help from technology, his firm also provides advisory services to his clients. Craig and I discussed the changing landscape of the industry, his perspective on the fun side of tax, and also:
- The 2 essential jobs of an accountant (that many CPAs miss)
- The planning opportunities surrounding the upcoming tax law changes
- How he became an accounting expert in the cannabis industry
- How to get a lot done
- Why Craig is excited about the future
- One of the biggest hurdles of a growing DIY society
- What millennials are seeking from their advisors
Craig is the current Google Small Business Accounting Advisor for the Google Small Business Community. He is a contributor to Accounting WEB and Accounting Today, and is the author of 12 books about taxation. His articles have been featured in the Chicago Tribune, New York Times, and Yahoo Finance, among others. He is the Co-host of “Tax Avoidance is Legal,” which is a nationally broadcast weekly Internet radio show.
The Accounting Success Podcast is available on iTunes and airs Wednesdays at 11:00 am. You can listen anytime by going to https://itun.es/us/32T9db.c and downloading the latest episode. Or, you can tune in on YouTube on The Accounting Success channel at: https://www.youtube.com/channel/UCf8iui-YUVIhTxVCSItxV0w