Shows
The Essential Tax Podcast2026 FIRPTA Update with David Roche of KVS TitleThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 15In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David Roche, JD. David is a practicing Attorney with KVS Title, LLC. He has been employed with KVS for 14 years and has been working in the business for 23+ years. He is extremely knowledgeable regarding FIRPTA requirements and processes.Tune in for these key takeaways:A brief history of FIRPTA, who it applies to, and how it’s evolved since its inception in the 1980s.Some common myths and misnomers about the FIRPTA process an...
2026-01-2639 min
The Essential Tax PodcastCross-Border Conversations: The 2025 US-Austria Tax Edition with Christina PichlerThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 14In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Mag. Christina Pichler, owner, auditor & tax advisor at Fidesta Consulting and Taxes, located in Wein, Austria. Christina is an attorney and has worked as a professor of corporate law at The Vienna University of Economics and Business. Christina has been established in the Austrian tax industry for over 25 years.Tune in for these key takeaways:An outline of how a person could become a tax resident in Austria.A discussion...
2025-11-1946 min
The Essential Tax PodcastFrom Washington, DC to Lisbon, Portugal: 2025 Cross-Border Developments with Catarina BreiaThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 13In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Catarina Breia, Partner & Head of Tax at Nexia – Santos Carvalho & Associados, SROC, S.A. Catarina leads the tax consulting division at Nexia – Santos Carvalho & Associados, located in Portugal. She has been a tax arbitrator in the Portuguese Administrative Arbitrage Court, is a member of the Portuguese Tax Association and International Fiscal Association, and holds a Master Executive in Taxation and Tax Planning from Catholic University of Portugal.Tune in for these key...
2025-11-1258 min
The Essential Tax PodcastFrom Green to Gold to Platinum Cards: Immigration Attorney Jason Levy’s InsightsThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 12In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Jason Levy, JD, Counsel at Grossman, Young & Hammond. Jason has been practicing law in the United States for over 28 years. Previously, Jason served as Senior Attorney with the Office of the General Counsel, Immigration Law Division at the U.S. Department of Homeland Security (DHS). While at DHS, Jason advised policy, operational, and legal leadership on a wide array of immigration-related rulemakings and policies instituted by DHS and its component agencies (USCIS, CBP, and ICE), with...
2025-10-131h 18
The Essential Tax Podcast2025 Transfer Pricing Update with Nghi HuynhThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 11In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nghi Huynh, Transfer Pricing Partner-in-Charge, Armanino Advisory LLC. Nghi is a proven tax professional with over 20 years of experience in transfer pricing, research, audit, and tax planning projects within Big 4 public accounting firms. Tune in for these key takeaways:An overview of Transfer Pricing models, planning, and industries that commonly utilize this methodWhat Transfer Pricing might look like for a small startup company entering into international markets that include mid-size...
2025-10-0954 min
The Essential Tax PodcastTax Practitioners Social Media/Influencer Guidance, Charitable Contribution Update, & IRS RefundsThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 10In this episode of The Essential Tax Podcast, your host, Mishkin Santa, dives into some hot tax topics for #InternationalPodcastDay.Tune in for these key takeaways:Social media & Influencer guidance for tax practitioners and relevant case law.When a tax practitioner might be considered culpable for advice offered on social media.Some of the dangers of a one-size-fits-all approach to professional tax advice.The importance of a disclaimer and when offering tax advice on social media.An outline of the One Big Beautiful Bill Act’s...
2025-09-3018 min
The Essential Tax PodcastNew! The Gold Card – Don’t Leave Home Without It!Tune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and expert recommendations.About The Essential Tax Podcast:In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to un...
2025-09-2910 min
The Essential Tax Podcast2025 FinCEN Form 114 (FBAR) Update and Latest NewsThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 9In this episode of The Essential Tax Podcast, Mishkin Santa discusses recent news items related to FinCEN Form 114 (FBAR) requirements, and how they will affect US and international tax reporting.Tune in for these key takeaways:A brief history of the FBAR’s origins in the Bank Secrecy Act of 1970.A summary of which taxpayers need file an FBAR and an explanation of the aggregate reporting threshold that triggers the requirement.Tips for recordkeeping and due diligence that can aid in making on...
2025-08-2725 min
The Essential Tax PodcastSubstantiation for Conversion of Personal Residence to RentalTitle: Substantiation for Conversion of Personal Residence to Rental PropertyShow Notes:Smith v. Commissioner, T.C. Memo 2025-24 (March 24, 2025)Treasury Regulation 1.167(g)-1: https://www.law.cornell.edu/cfr/text/26/1.46-3 About The Essential Tax Podcast:In each episode of The Essential Tax Podcast, MishkinSanta takes on the complex world of tax — all the jargon, acronyms, and stuffthat makes your eyes glaze over, and explains it in an impactful way tounderstand the complex and unknown areas.Watch or listen to more episodes of The Essential TaxPodcast: * YouTube: https://www...
2025-08-1404 min
The Essential Tax PodcastPlaced in Service Rules UpdateTitle: Placed in Service Rules UpdateShow Notes:Lentine v. Commissioner, T.C. Docket No. 12443-21 (March 25, 2025)Treasury Regulation 1.167(a)-10: https://www.law.cornell.edu/cfr/text/26/1.167(a)-10 Treasury Regulation 1.46-3: https://www.law.cornell.edu/cfr/text/26/1.46-3About The Essential Tax Podcast:In each episode of The Essential Tax Podcast, MishkinSanta takes on the complex world of tax — all the jargon, acronyms, and stuffthat makes your eyes glaze over, and explains it in an impactful way tounderstand the complex and unknown areas.Watch or listen to more ep...
2025-08-1405 min
The Essential Tax PodcastForeign Rental Property and Qualified Business ReportingTitle: Foreign Rental Property and Qualified Business Reporting Show notes: IRS: Form 8858: https://www.irs.gov/pub/irs-pdf/f8858.pdf IRC 168: https://www.law.cornell.edu/uscode/text/26/168 Treasury Regulation 1.989(a)-1: https://www.law.cornell.edu/cfr/text/26/1.989(a)-1About The Essential Tax Podcast:In each episode of The Essential Tax Podcast, MishkinSanta takes on the complex world of tax — all the jargon, acronyms, and stuffthat makes your eyes glaze over, and explains it in an impactful way tounderstand the complex and unknown areas.Watch or listen to more episodes of The Essential TaxPodcast: * YouTube: https://www.youtube.com/@TheWolfGroupPC * Ap...
2025-08-1406 min
The Essential Tax Podcast2025 Deep Dive into Non-Willful Statements for Streamlined Filings with Austin CarlsonThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 8In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Austin C. Carlson, JD, CPA, Partner at Gray Reed. As a business lawyer and CPA, Austin brings a unique and rare set of skills and perspectives to every area of his practice, which includes corporate and tax counsel on M&A deals, complex corporate and tax planning for domestic and international transactions, foreign account and income disclosure and penalty abatement issues. Give this episode a listen to learn more about non-willful statements and their importance to...
2025-08-0633 min
The Essential Tax PodcastAn Overview of VAT Rules for US Companies Doing Business in Europe with Nick Hart, Michael Salman, and Tobias BarkschatThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 8In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nick Hart, VAT Partner, Saffery – United Kingdom; Michael Salman, Director, Nexia DHW – Netherlands; and Tobias Barkschat – Senior Manager, Nexia GmbH – Germany. Nick, Michael, and Tobias have a wealth of combined experience in navigating the European VAT. Join us for this episode to learn more about how this tax could apply to your business or you personally.Tune in for these key takeaways:Critical information about the purpose, process to register, and collection procedures for the...
2025-07-2956 min
The Essential Tax Podcast2025 OB3 Select Topics with Austin Carlson – Updates to QOZ, Bonus Depreciation, QSBSThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 6 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Austin C. Carlson, JD, CPA, Partner at Gray Reed. As a business lawyer and CPA, Austin brings a unique and rare set of skills and perspectives to every area of his practice, which includes corporate and tax counsel on M&A deals, complex corporate and tax planning for domestic and international transactions, foreign account and income disclosure and penalty abatement issues including the Streamlined Filing Compliance Procedures and Delinquent International Information Return Submission Procedures. Tune in t...
2025-07-2236 min
The Essential Tax Podcast2025 The One Big Beautiful Bill Act (OB3) – Client WebinarThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 5 In this episode of The Essential Tax Podcast, Mishkin presents and analyzes a brief history and some significant tax provisions of the One Big Beautiful Bill Act (OB3) that was recently signed into law by President Trump. Tune in for these key takeaways: A discussion of widely publicized provisions that may have been expected, but were ultimately not included in the bill, such as the Trump Gold Card (tax treatment of certain international entrepreneurs) Important changes to the standard deduction and the state and l...
2025-07-1659 min
The Essential Tax PodcastMini-Podcast: One Big Beautiful Bill Act’s Modification to Gambling Loss DeductionsTune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and expert recommendations. About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to unde...
2025-07-1008 min
The Essential Tax PodcastMini-Podcast: The Final Version of the Remittance Transfer TaxTune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and expert recommendations.About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to und...
2025-07-1009 min
The Essential Tax PodcastMini-Podcast: Amended US Individual Tax Return Processing Times and UpdatesTune in to this mini episode of The Essential Tax Podcast for practical tips and updates on a timely topic in the international tax realm. Your host, Mishkin Santa, will briefly guide you through the most up-to-date information on this hot tax topic as well as provide his invaluable analysis and expert recommendations.i. June 10th TIGTA Report: https://www.tigta.gov/sites/default/files/reports/2025-06/2025400026fr.pdfii. IRS Website for Amended Tax Returns: https://www.irs.gov/filing/wheres-my-amended-returnAbout The Essential Tax Podcast:In each episode of...
2025-06-2405 min
The Essential Tax PodcastCyprus-US Cross Border Tax and Residency By Investment Update for 2025The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 4In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Eleni Drakou, Partner at Michael Kyprianou Law Firm, Limassol, Cyprus. Eleni holds a law degree from the Aristotle University of Thessaloniki in Greece and a master’s degree in management (MA) from the University of Wolverhampton Business School in the United Kingdom. Eleni specializes in immovable property law and has extensive immigration law experience. Her practice focuses on strategic planning for business growth in Cyprus and abroad.Eleni and Mishkin discuss general Cyprus tax an...
2025-06-1248 min
The Essential Tax PodcastThe Intersection of US Tax and Immigration Laws in 2025 with Immigration Attorney Becki L. YoungThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 3In this episode of The Essential Tax Podcast, Mishkin Santa visits with attorney Becki L. Young, Partner, Grossman Young & Hammond. Becki was recently recognized by Business Today as one of the Top 10 Most Influential Business Lawyers in the USA. Mishkin and Becki discuss US immigration policies as they relate to incoming foreign nationals and outgoing American citizens. They also discuss current events in the US immigration sphere.Tune in for these key takeaways:Types of US Immigrant Visas (Green Card, EB Visas...
2025-06-051h 12
The Essential Tax Podcast2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot PartnersThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 2 - 2025 US-Australia Cross-Border Tax Update with Tom Howard of Pilot PartnersIn this episode of The Essential Tax Podcast, Mishkin Santa speaks with Tom Howard, CA, Associate Director of Taxation Advisory at Pilot Chartered Accountants in Brisbane, Queensland, Australia. In this episode, Tom and Mishkin dive into the intricacies of Australian Superannuation, particularly focusing on self-managed super funds (SMSFs) and how they compare to U.S. retirement structures like Roth IRAs and 401(k) plans.Tune in for these key takeaways:The basics of Australian Superannuation—a...
2025-05-281h 03
The Essential Tax PodcastReview of the 2025 House Tax Bill – The One, Big, Beautiful BillThe Essential Tax Podcast with Mishkin Santa, S2 E1In this episode of The Essential Tax Podcast, Mishkin Santa summarizes key points of the recently proffered House Tax Bill—the “One Big, Beautiful Bill.” A version of this Bill could be signed into law as early as July 2025. Mishkin reviews a few of the newsworthy changes that are proposed relating to hot tax topics such as tax on tips, overtime income, auto loan interest, charitable contributions, and more!Tune in for these key takeaways:*The new (and controversial) five percent excise tax on remitt...
2025-05-2136 min
The Essential Tax Podcast2025 IRS International Tax Amnesty & Offshore Voluntary Disclosure Update with David WarnerThe Essential Tax Podcast with Mishkin Santa, Episode 30In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David J. Warner, Tax Attorney & Shareholder at Holtz, Slavett & Drabkin, a tax controversy and tax litigation law firm with nine former IRS attorneys.Tune in for these key takeaways: * The complexities of offshore voluntary disclosure with insights into the history and current iterations of the program, including streamlined filing compliance procedures * The challenges with Form 5471, Form 3520, and the penalties associated with non-compliance * The potential impact of IRS workforce reductions
2025-05-1756 min
The Essential Tax PodcastIRS Form W9 vs. W8-BEN – What Form to Use and When for IndividualsGive a listen to our first mini episode of The Essential Tax Podcast! In this mini-episode, Mishkin provides individual taxpayers with a great overview of the nuances between IRS Forms W9 and W8-BEN.Resource Links:US Tax Residents:Form W9 - https://www.irs.gov/pub/irs-pdf/fw9.pdfForm 1099-B - https://www.irs.gov/forms-pubs/about-form-1099-bForm 1099-INT - https://www.irs.gov/forms-pubs/about-form-1099-int Non-Resident Aliens:Form W8-BEN - h...
2025-05-1310 min
The Essential Tax Podcast2025 US-Spain Cross Border Tax Planning Update Part I with Carlos GimenoThe Essential Tax Podcast with Mishkin Santa, Episode 29In this episode of The Essential Tax Podcast, Mishkin Santa speaks with International Tax Lawyer, Carlos Gimeno.The rules for tax residency in Spain, including the importance of understanding the 183-day rule and the concept of sporadic absences. He highlights the tax implications for US citizens moving to Spain, such as the necessity to tax worldwide income once they become tax residents. Carlos explains the Beckham Law, a special tax regime aimed at attracting foreign talent and investment, which offers significant tax benefits under specific conditions. Other...
2025-04-041h 01
The Essential Tax PodcastGiving Back: Pro Bono Tax Services for Human Trafficking Survivors with David MuenzerThe Essential Tax Podcast with Mishkin Santa, Episode 28In this episode of The Essential Tax Podcast, Mishkin Santa with David Muenzer, a Certified Financial Education Instructor℠.Tune in for these key takeaways:- The importance and process of providing pro bono tax compliance and financial literacy support for victims of human trafficking- David’s personal experiences and initiatives to be involved with the the Human Trafficking Legal Center- The need for more CPA firms to participate in pro bono work to assist vulnerable individuals, especially given the cuts...
2025-03-2239 min
The Essential Tax Podcast2025 Taxation of Digital Assets and Cryptocurrency with Joshua SmeltzerThe Essential Tax Podcast with Mishkin Santa, Episode 27In this episode of The Essential Tax Podcast, Mishkin Santa welcomes back “frequent flyer” guest, Joshua Smeltzer. Joshua is a Tax and Corporate Lawyer at Gray Reed, a full-service Texas law firm with a comprehensive range of litigation and transactional practice groups. With 150 attorneys, they are equipped to support companies, and high-net-worth individuals and families, based in Texas or operating within its borders.Tune in for these key takeaways: * The challenging environment of cryptocurrency as it relates to tax compliance. * The current regulatory envi...
2025-03-101h 01
The Essential Tax Podcast2025 US-Italy Cross-Border Tax Update with Dirk Prato & Paolo PaganiThe Essential Tax Podcast with Mishkin Santa, Episode 26In this episode of The Essential Tax Podcast, Mishkin Santa with Dirk Prato & Paolo Pagani, tax professionals from HAGER & PARTNERS, an independent consultancy firm for national and international tax and company law, corporate finance and auditing based in Milan, Bolzano and Rome.Tune in for these key takeaways: * Italian tax residency rules, including conditions for qualifying as a resident and how to break tax residency when moving away from Italy * Italy's inheritance tax, its rates, and the benefits arising from the flat tax re...
2025-02-2855 min
The Essential Tax Podcast2025 Tax Season Work-Life Harmony with Special Guest Amy VetterThe Essential Tax Podcast with Mishkin Santa, Episode 25In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute. Amy is a transformative leader blending business expertise with mindfulness. As an author and podcast host with extensive experience, she empowers professionals across industries to achieve work-life harmony and purpose-driven success.Tune in for these key takeaways: * The importance of balancing mental and physical health, especially in the high-pressure accounting and tax industries * The B3 Method—business plus bal...
2025-02-2550 min
The Essential Tax PodcastA New Frontier in Private Equity Acquisitions of CPA and Tax Firms with Jason KadowThe Essential Tax Podcast with Mishkin Santa, Episode 24In this episode of The Essential Tax Podcast, Mishkin Santa with Jason Kadow, Regional Managing Partner and Director of M & A at KMA, a full-service business accounting and financial services firm, dedicated to providing management consulting, real time solutions, accurate and timely financial data, innovative ideas and proactively providing tax advice and compliance services to small businesses.Tune in for these key takeaways: * The significance of private equity in the CPA industry, explaining how it sparks passionate discussions at tax conferences and stressing the due d...
2025-02-1153 min
Wealth HarmonyThe Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)Wealth Harmony with April Turch, Episode 14
In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications.
Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm
Read more about The Wolf Gr...
2025-02-061h 19
The Essential Tax Podcast2025 Tax Season – How to deal with the Mental and Physical StressorsThe Essential Tax Podcast with Mishkin Santa, Episode 23
In this episode of The Essential Tax Podcast, Mishkin Santa with Lisa Sparagna, whose journey into mindfulness and meditation spans nearly two decades. Lisa's mission is simple yet profound: to create a nurturing space where each person can reconnect with their own inner wisdom, finding peace and clarity in today's busy world.
Tune in for these key takeaways:
* The physical and mental health challenges associated with tax season, including the stress on both clients and tax professionals
* Lisa’s journey in mindfulness and med...
2025-01-3152 minThe Essential Tax Podcast2025 Tax Technology Trends and CPA Industry Insight with Wolters Kluwer SVP Dean SondereggerThe Essential Tax Podcast with Mishkin Santa, Episode 22
In this episode of The Essential Tax Podcast, Mishkin Santa with Dean Sonderegger, Senior Vice President and General Manager, Canada and Research & Learning of Wolters Kluwer Tax and Accounting North America.
Tune in for these key takeaways:
* The impact of labor shortages in the CPA industry, emphasizing the importance of leveraging technology and non-credentialed employees to improve efficiency and maintain service quality.
* The benefits and challenges of outsourcing, both onshore and offshore, highlighting how firms can maintain data protection and compliance while optimizing...
2025-01-2743 min
The Essential Tax Podcast2025 US Individual and Business Tax Law Changes: What to Expect with Russell SullivanThe Essential Tax Podcast with Mishkin Santa, Episode 21
In this episode of The Essential Tax Podcast, Mishkin Santa features Russell Sullivan, a tax expert, attorney, and shareholder at Brownstein Hyatt Farber Schreck. He is also Chair of Brownstein’s National Tax Policy Group.
Tune in for these key takeaways:
* The upcoming changes in U.S. tax law, including the potential impacts of the TCJA provisions and expected alterations under the new administration
* The complexities of the reconciliation process, the potential extension or modification of significant tax provisions such as the state an...
2025-01-1754 minThe Essential Tax Podcast2024 Year-End Hot Tax Topics Round Up – FinCEN BOI, FBAR Litigation, and BeyonceThe Essential Tax Podcast with Mishkin Santa, Episode 20
In this episode of The Essential Tax Podcast, Mishkin Santa discusses international tax topics involving Canada, Germany, France, Israel, and more!
Tune in for these key takeaways:
Tax developments in Canada due to resuming collection activities post-pandemic
Tax implications due to political and tax turmoil in Germany and France
New developments in the Corporate Transparency Act litigation, the Net Investment Income Tax cases, and recent IRS compliance initiatives
Tax-related cases involving notable individuals like Beyoncé
New IRS gu...
2025-01-1044 minThe Essential Tax Podcast2025 Tax Cybersecurity, Remote Work, AI, and more with Randy JohnstonThe Essential Tax Podcast with Mishkin Santa, Episode 19
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Randy Johnston, Executive Vice President of K2 Enterprises. Randy teaches technology and acts as consult to technology companies supporting the accounting industry.
Tune in for these key takeaways:
Technology's impact on tax, cybersecurity, and blockchain's future role in tax and accounting industries
The importance of using password managers, handling sensitive information carefully, and the differences between various AI tools in terms of privacy and utility
The challenges of regulating digital assets and cryptocurrencies, noting t...
2025-01-021h 14The Essential Tax PodcastCross-Border US-UK and 2025 Significant United Kingdom Tax Changes with Alexandra Britton-DavisThe Essential Tax Podcast with Mishkin Santa, Episode 18
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Alexandra Britton-Davis, partner at Saffery. Alex advises high-net-worth individuals, trustees, and family offices on their UK tax affairs, estate and succession planning. In particular, she focuses on advising UK-resident non-domiciled individuals and clients with multi-jurisdictional personal or business interests.
Tune in for these key takeaways:
New UK non-dom tax rules, including the FIG regime, which replaces the remittance basis, providing significant changes for new and existing UK residents
The FIG regime...
2024-12-201h 01The Essential Tax PodcastSeptember 2024 Tax Hot Topics – Australia, Brazil, FBAR Litigation, and Shakira!The Essential Tax Podcast with Mishkin Santa, Episode 17
In this episode of The Essential Tax Podcast, Mishkin Santa talks about tax updates re: digital assets, FBAR litigation, some IRS news, a brand new 2025 US Social Security agreement, state tax updates from California, Maryland, Massachusetts, New York, plus international tax updates re: Brazil, Australia, Romania & France!
Tune to to hear about:
* Notable tax updates from various countries including Australia, Brazil, France, Spain, and Switzerland
* Australia's new treasury law amendment affecting withholding tax on real property
* Brazil's inheritance tax reform and new...
2024-12-1333 minThe Essential Tax Podcast2024 Post-Election Red Sweep – What will your taxes look like in 2025 and beyond?The Essential Tax Podcast with Mishkin Santa, Episode 16
In this episode of The Essential Tax Podcast, Mishkin Santa, J.D., LL.M, talks about potential U.S. tax changes following the 2024 election. He is a Principal at The Wolf Group, focusing on international tax services such as offshore disclosure, pre-immigration planning, and more, drawing on his experience as a former IRS Attorney.
Tune in for these key takeaways:
* Post-Election Tax Implications: Mishkin Santa highlights the 2024 Republican "red sweep" as pivotal for future tax changes.
* Historical Context and TCJA Expiration: Mishkin Santa w...
2024-12-0736 minThe Essential Tax PodcastUS Tax Discussion on Foreign Trusts, FIRPTA, & Exit Tax with Phil HodgenThe Essential Tax Podcast with Mishkin Santa, Episode 15
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Phil Hodgen, Attorney & Principal at Hodgen Law. Phil provides international (cross border) tax planning for multi-national families and service corporations.
Tune in for these key takeaways:
- The complexities of FIRPTA and the U.S. exit tax
- FIRPTA imposes a 15% withholding tax on the sale of U.S. real property by non-residents, with challenges around obtaining timely 8288B waivers
- Effect of the U.S. exit tax on...
2024-11-2551 minThe Essential Tax PodcastIRS Regulations, Loper Bright, and Private Letter Rulings with Joshua SmeltzerThe Essential Tax Podcast with Mishkin Santa, Episode 19
In this episode of The Essential Tax Podcast, Mishkin Santa is joined by Joshua Smeltzer, Tax and Corporate Lawyer at Gray Reed. Gray Reed is a law firm with over 150 attorneys, with a tax controversy and tax litigation practice led by Joshua. They represent clients throughout the U.S., focusing on complex tax issues.
Tune in for these key takeaways:
* Loper Bright and the Chevron Doctrine – A detailed breakdown of how the Supreme Court's decision in Loper Bright impacts agency deference, especially the IRS, and why...
2024-11-1854 minThe Essential Tax PodcastHow to Navigate U.S. Exit Tax with Actuary David PittsThe Essential Tax Podcast with Mishkin Santa, Episode 13
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David Pitts, Actuary and Independent Practitioner. David brings his wealth of experience in actuarial science, focusing on valuation work related to U.S. exit taxes, pensions, and deferred compensation plans. He has a background in mathematics and has worked extensively with retirement plans, class action lawsuits, and more.
David explains his work with organizations like the World Bank and IMF, helping expatriates navigate the complexities of the U.S. exit tax. He also provides insights...
2024-11-1248 minThe Essential Tax Podcast2024 US-France Cross-Border Tax Planning Update with Delphine Parigi of DPZ AvocatsThe Essential Tax Podcast with Mishkin Santa, Episode 13
In this episode of The Essential Tax Podcast, Mishkin Santa talks with Delphine Parigi, a tax lawyer and founder of DPZ Avocats, based in Nice, France. With a master’s degree in International Tax from La Sorbonne and business school HEC, Delphine brings over a decade of experience in advising international groups and high-net-worth individuals on cross-border tax matters. Her boutique firm specializes in assisting clients with French and international tax laws, particularly those facing U.S.-France tax complexities.
Tune in for these key takeaways:
...
2024-11-0459 minThe Essential Tax PodcastNavigating U.S. and South African Cross-Border Taxation with Conrad MeyerThe Essential Tax Podcast with Mishkin Santa, Episode 11
Watch or listen to this episode of The Essential Tax Podcast when host Mishkin Santa sits down with tax expert Conrad Meyer to unravel the complexities of U.S. and South African cross-border taxation. Conrad is a seasoned tax professional and auditor based in South Africa. Conrad brings a wealth of knowledge from the auditing and accounting practice, Nexia Cape Town, where, as a Partner, he has helped clients navigate the complexities of tax residency, international compliance, and financial migration.
Key Takeaways:
* Understanding Tax Residency: C...
2024-10-281h 06The Essential Tax Podcast2024 Update on FATCA & IRS Matching Campaign of Forms 8966 and 8938The Essential Tax Podcast with Mishkin Santa, Episode 10
In this episode of The Essential Tax Podcast, Mishkin Santa dives deep into the intricacies of the Foreign Account Tax Compliance Act (FATCA), exploring its impact and requirements. This masterclass session is crucial for anyone dealing with international tax obligations, particularly those with financial interests overseas.
Tune in for these key takeaways:
* Understanding the significance and implications of FATCA for individuals and foreign financial institutions.
* Detailed explanation of essential FATCA forms such as Form 8966 and Form 8938, including who needs to file them and th...
2024-10-2155 minThe Essential Tax PodcastAugust 2024 Hot Tax TopicsThe Essential Tax Podcast with Mishkin Santa, Episode 09
In this episode of The Essential Tax Podcast, Mishkin Santa covers various important tax developments for August 2024. This episode dives into recent changes in international tax laws across several countries, including Canada, the Cayman Islands, Italy, and New Zealand. Mishkin also discusses the latest IRS updates on digital assets and the implementation of new tax forms related to cryptocurrencies. The podcast provides an in-depth analysis of current FBAR litigation cases and updates on FinCEN's new reporting requirements, offering valuable insights for both tax professionals and individuals navigating complex tax...
2024-10-1343 minThe Essential Tax PodcastAthletes, Entertainers and Influencers; Navigating the Tax Challenges of International EarnersIn an increasingly interconnected world, Athletes, Entertainers and Influencers often generate income across borders, presenting unique tax challenges. This webinar is tailored for the professionals advising clients with international earnings.
Topics include:
* Key differences in income, withholding, and other related tax obligations across the USA, Europe and India
* Understanding residency, application of income tax treaties, and cross-border taxation rules for globally mobile clients
* Strategies for managing global tax efficiency liabilities, and compliance issues including international informational reporting, and mitigation of penalty traps
Resource links:
* IRS FAQ on...
2024-10-041h 02The Essential Tax PodcastNavigating US Tax Law in New Zealand with David TzimenakisThe Essential Tax Podcast with Mishkin Santa, Episode 08
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with David Tzimenakis, one of the managing directors at The US Tax Team New Zealand. David brings his expertise in U.S. tax issues for expatriates and covers a wide range of topics from transitional residency rules in New Zealand to the complex world of tax implications for foreign investments. The US Tax Team is a New Zealand-based, US tax practice. They assist US citizens, green card holders, and others with a link to the US, with their...
2024-09-301h 10The Essential Tax PodcastJuly 2024 Hot Tax TopicsThe Essential Tax Podcast with Mishkin Santa, Episode 7
In this episode of The Essential Tax Podcast, Mishkin Santa, Principal at Santa & Associates, covers recent tax updates including Australia's increased withholding tax, new IRS regulations, FBAR litigation, FinCEN BOI reporting, and potential French tax reforms. Mishkin, with a background in international tax and a former IRS Attorney, offers deep expertise on complex tax issues and frequently speaks at professional events.
Tune in for these key takeaways:
* Australia's Increased Withholding Tax: Australia’s plan to raise the capital gains wi...
2024-09-2457 minThe Essential Tax PodcastServing Small Businesses & Startups with Business Lawyer, Shavon SmithThe Essential Tax Podcast with Mishkin Santa, Episode 6
In this episode of The Essential Tax Podcast, Mishkin Santa talks with Shavon Smith, Founder of The SJS Law Firm, PLLC. Shavon established her firm in 2014 and is renowned for her expertise in business law, serving small businesses and startups with comprehensive legal support.
Tune in for these key takeaways:
* Business Formation and Protection: Shavon Smith discusses the importance of selecting the right business structure and adhering to a checklist for entity formation, compliance, and ongoing maintenance.
* Co...
2024-09-1653 minThe Essential Tax PodcastUS Tax Law & How it Applies in Puerto Rico with Peter PalsenThe Essential Tax Podcast with Mishkin Santa, Episode 5
In this episode of The Essential Tax Podcast, Mishkin Santa talks with Peter Palsen, International Tax Professional at Frost Law. With over thirty years in international tax, Peter has extensive experience from his roles at a Big 4 firm and major U.S. multinationals, specializing in cross-border tax issues and key global markets.
Tune in for these key takeaways:
* Generative AI and IRS Efficiency: Peter Palsen discusses how generative AI could enhance IRS efficiency by improving audits, but he emphasizes concerns about balancing this with potential...
2024-09-091h 03The Essential Tax PodcastUnited Kingdom Tax Law Changes & Potential Impact on US-UK Cross-Border Individuals with special guest Andrea SolanaThe Essential Tax Podcast with Mishkin Santa, Episode 04
In this episode of The Essential Tax Podcast, host Mishkin Santa welcomes guest Andrea Solana to discuss significant changes in the UK tax regime and their implications for US citizens living in the UK. Andrea is Partner and Head of Advanced Planning at MASECO Private Wealth.
Tune in for these key takeaways:
* Significant updates to the UK's non-domiciled tax regime impacting US citizens in the UK
* The impact of the UK general election on tax policies and future legislative changes
...
2024-08-291h 05The Essential Tax PodcastJune 2024 Hot Tax TopicsThe Essential Tax Podcast with Mishkin Santa, Episode 03
In this episode of The Essential Tax Podcast, Mishkin Santa breaks down complex tax topics from June 2024. He covers proposed IRS foreign trust regulations, U.S. exit tax, notable cases like Loper Bright and Farhi, and the impact of scams targeting the elderly. These topics are relevant on a national and international scale.
Tune in for these key takeaways:
* Mishkin’s Credentials — Mishkin breaks down all the letters seen after his name and explains their meaning
* Proposed IRS For...
2024-08-171h 00The Essential Tax PodcastThe Origin Story of The Wolf Group with Founder Len Wolf, and Partners Bob Len & Mishkin SantaIn this special episode of The Essential Tax Podcast, partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa interviews the founder of The Wolf Group, Mr. Len Wolf. Along with Bob Len, they discuss how The Wolf Group got started, and insights into business growth and tax implications.
Mr. Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm/
The Wolf Group leadership team: https://thewolfgroup.com/about-us/who-we-are/
2024-08-071h 19
How to Be Awesome at Your Job984: Building Skills Better in an AI-Driven World with Matt BeaneMatt Beane reveals how the quest to optimize productivity is harming our learning and growth–and what you can do about it. — YOU’LL LEARN — 1) The trillion-dollar problem with trying to optimize everything 2) How to modify ChatGPT to help you learn better 3) Three counterintuitive ways to learn better and faster Subscribe or visit AwesomeAtYourJob.com/ep984 for clickable versions of the links below. — ABOUT MATT — Matt Beane does field research on work involving robots and AI to uncover systemat...
2024-08-0537 minThe Essential Tax Podcast2024 Supreme Court Decision in Moore, the US Transition Tax and Offshore Voluntary Disclosure with special guest Austin CarlsonThe Essential Tax Podcast episode 1!
In this episode, Santa interviews his colleague Austin to discuss the intricacies of international tax compliance, focusing on the FBAR (Report of Foreign Bank Accounts) and the Moore case, a significant Supreme Court ruling. They delve into the history and enforcement of FBAR, the impact of whistleblower Bradley, and the evolution of offshore voluntary disclosure programs. Austin shares insights on the Moore case, emphasizing its implications for the tax code and advising listeners on handling non-compliance issues. The episode underscores the importance of professional guidance in navigating complex tax...
2024-06-2952 min
Deadhead Cannabis ShowJay Blakesberg on the New Grateful Dead Exhibit and His Iconic PhotographyBehind the Lens: Jay Blakesberg’s Las Vegas Grateful Dead ExhibitLarry Michigan is joined by Jay Blakesberg, a well-known photographer and frequent guest. They discuss various topics related to the Grateful Dead, including a specific 1973 performance and Phil Lesh's "Box of Rain." Jay shares details about his involvement in the Dead Forever Experience, a fan exhibit in Las Vegas, which includes a curated photography exhibit called "An American Beauty, Grateful Dead Photography, 1965-1995," and other memorabilia. Jay also mentions his exhibit "Retro Blakesberg" at the Contemporary Jewish Museum in San Francisco, showcasing his photography work from 1978 to...
2024-05-201h 07
Wealth HarmonyGlobal Tax Insights with Mishkin SantaWealth Harmony with April Turch, Ep 2
In this episode of Wealth Harmony, April Turch speaks with Mishkin Santa, a seasoned tax attorney renowned for his expertise in international tax law.
Tune in to the episode to hear about:
* Global Tax Disputes: Ongoing international tax cases could reshape US tax laws in favor of taxpayers.
* Tax Law Changes: The 2017 Tax Cuts and Jobs Act ends in 2025, sparking debates on new legislation or a return to older tax codes.
* Government Shutdown Impact: A potential February shutdown may disrupt tax deadlines, causing ext...
2024-02-2935 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCourt Cases that Impact Expats with Mishkin Santa from The Wolf GroupOur international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax accountant firm.
Mishkin is a Principal of The Wolf Group and oversees the firm’s international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency.
He assists individuals and businesses with highly specialized and complex tax issues related to...
2023-07-0531 min
Deadhead Cannabis ShowJosh Wurzer & Alec Dixon | SC LabsUsing science to ensure cultivar uniformity and consistency. Today, the benefits of testing cannabis are obvious, however, ten years ago owning a cannabis testing lab was risky. Josh Wurzer and Alec Dixon, two of SC Labs co-founders, talk about how things have changed and how improved testing standards are protecting the end-user. They simplify terpenes, explaining why they exist in nature and how they add to the cannabis experience. At the end of the episode they tell Jim Marty and Larry Mishkin some great Dead stories from Santa Cruz.Produced by PodCONXhttps://podcon...
2020-08-2455 min
Street Underground RadioStreet Underground Radio, 2ª Temporada Programa 78, 13-10-2017Street Underground Radio es un programa dedicado especialmente a la cultura urbana, música Reggae, Dancehall, Hiphop y otros estilos relacionados, nacional e internacional, el programa es emitido cada viernes de 17 a 19 (hora española) desde los estudios de Radio Espai Jove en Villareal, Castellón por http://radioespaijove.esy.es , entrevistas, crónicas de eventos, sorteos...
Pueden enviar material a este mail o para más info: streetundergroundradio@gmail.com
Presentador, técnico de sonido y director: Sergio Vicent, a.k.a Littleskinnybwoy.
Colaboradores de Radio: Cristian Vicent, Diego Perez, Jere Boucher, David Sanchez.
MicON Sound: Sergio Vicent a.k.a Li...
2017-10-151h 51