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Tax Intelligence by TaxOps

Hosted by TaxOps · business · EN · 7 episodes

About this Podcast:

Welcome to Tax Intelligence with TaxOps.This is the podcast where 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.Let’s get started.

Pitch Analysis

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Contact path

Public web form

Booking probability

26%

Guest openness

Selective

80/100
Required Score

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Questions about Tax Intelligence by TaxOps

What is Tax Intelligence by TaxOps about?

Welcome to Tax Intelligence with TaxOps. This is the podcast where 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.

Who hosts Tax Intelligence by TaxOps?

Tax Intelligence by TaxOps is hosted by TaxOps. The show has published 7 episodes to date.

What has Tax Intelligence by TaxOps covered recently?

Recent episodes include "AI in the Tax Department: More or Less Sleep for Accountants?" (16 October 2026, 33 minutes), "State Tax in Motion: How Colorado Rewrote Its Rules After the One Big Beautiful Bill" (21 August 2026, 14 minutes), and "IRS R&D Credit War Stories, Volume Two: Aggressive Positions, Long Audits, and Where the Line Really Falls" (9 July 2026, 50 minutes).

How often does Tax Intelligence by TaxOps publish?

Tax Intelligence by TaxOps publishes roughly monthly, with episodes averaging 36 minutes across 7 episodes.

How hard is it to get booked on Tax Intelligence by TaxOps?

Booking probability for Tax Intelligence by TaxOps is 26%, and the host is rated Selective on guests. Tax Intelligence by TaxOps requires a Pod Score of 80 or higher. Tax Intelligence by TaxOps's contact route on record: public web form.

Who should pitch Tax Intelligence by TaxOps?

The strongest fits for Tax Intelligence by TaxOps are Accounting, Tax & Payroll. Tax Intelligence by TaxOps has a business audience.

About the host

TaxOps hosts Tax Intelligence by TaxOps, a business show with 7 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #7

    AI in the Tax Department: More or Less Sleep for Accountants?

    Oct 16, 202633 minS1

    Over the past year, AI has gone from a buzzword to a working tool inside the in-house tax department. In this episode of TaxOps, host Jamie Overberg talks with Betty Mak, U.S. Tax Director at The Jim Pattison Group...

  • Episode #6

    State Tax in Motion: How Colorado Rewrote Its Rules After the One Big Beautiful Bill

    Aug 21, 202614 minS1

    When Congress passed the One Big Beautiful Bill in July of 2025, the ripple effects landed squarely on state budgets. Colorado, a rolling conformity state, saw revenue projections shrink by as much as $1.2 billion...

  • Episode #5

    IRS R&D Credit War Stories, Volume Two: Aggressive Positions, Long Audits, and Where the Line Really Falls

    Jul 9, 202650 minS1

    Second in the R&D war stories series, this episode of TaxOps takes tax leaders inside the examinations most firms never talk about openly. Mark Dunning and Sean Espy of TaxOps trade real accounts from decades of...

  • Episode #4

    IRS R&D Credit War Stories: Lessons From Decades Inside the Audit Room

    Jun 19, 202647 minS1

    <p>What does it actually take to defend a research credit when the examiner has decided, before the first interview, that nothing qualifies? In this episode of TaxOps, Mark Dunning and Sean Espy trade hard-won stories...

  • Episode #4

    IRS R&D Credit War Stories: Lessons From Decades Inside the Audit Room

    Jun 19, 202649 minS1

    What does it actually take to defend a research credit when the examiner has decided, before the first interview, that nothing qualifies? In this episode of TaxOps, Mark Dunning and Sean Espy trade hard-won stories from...

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  • Episode #3

    Auditor Independence in the Age of Private Equity: What CFOs Need to Know

    May 22, 202634 minS1

    <p>When private equity buys into the firm auditing your financial statements, what happens to the fiduciary line that's supposed to protect you? TaxOps partners Lindsay Haskell and Dan DeLau take on one of the most...

  • Episode #2

    Section 174 Decoupling: What Tax Pros Need to Know State by State

    Apr 20, 202631 minS1

    <p>With over 20 states taking different positions on Section 174 capitalization, filing season has become a minefield for tax professionals. TaxOps partners Jamie Overberg and Sean Espy break down which states have...

  • Episode #1

    State Nexus Demystified: Navigating Tax Compliance After Wayfair

    Mar 17, 202630 minS1

    <p>What creates a tax obligation in a new state?</p><p>In this episode, Mark Gordon, Head of State and Local Tax, and Lindsay Haskell, Head of Corporate Tax practice at TaxOps, explore state nexus, the expanding rules...

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