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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California’s wildfire settlement exclusion expanded
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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
40:56
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
32:17
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
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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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This week we’re covering some recently enacted property tax law changes.
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This week we’re covering California nonconformity to the provisions of the One Big Beautiful Bill Act.
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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
25:42
25:42
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On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero’s strategic $2.5 billion acquisition of Melio and what it signals for the future of acco…
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This week we’re covering how to avoid real estate withholding errors related to sales by trusts.
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Big changes coming to California’s passthrough entity tax
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This week we’re covering changes to California’s passthrough entity elective tax, following the passage of SB 132.
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Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast
40:28
40:28
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On this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-dr…
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Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
33:01
33:01
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On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Steph…
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This week, we’re covering the basics of the CalKIDS savings program because schools will begin notifying families about the accounts starting with this school year.
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Episode 130 - (Part 1 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
23:10
23:10
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On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Chu…
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Special Edition - Joe Woodard's guest appearance on After The First Million
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47:00
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On this episode Joe Woodard is interviewed by Matt Tate, CEO of Decimal, about how accounting and bookkeeping firm owners can scale past the “messy middle” and into million-dollar practices. Joe emphasizes defining an ideal client, building outcome-driven service offerings, and pricing based on value rather than effort. He breaks down the path to $…
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Reporting income after a change of residency
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4:46
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This week we’re covering reporting income after a taxpayer leaves California.
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Episode 129 - Profit vs. Purpose: The Future of Accounting in a PE World - The Woodard Report Podcast
34:59
34:59
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On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting'…
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CalSavers reminder for businesses with at least one California employee
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4:23
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This week, we’re covering the CalSavers registration requirement for businesses with at least one California employee.
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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
46:22
46:22
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On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world…
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Workers classified as California employees and federal independent contractors
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4:54
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This week we’re covering reporting issues for workers who are classified as California employees and federal independent contractors.
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Episode 127 - Navigating Turbulent Tariff Times - The Woodard Report Podcast
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32:42
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On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understan…
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FTB sending 2024 LLC fee late-payment notices
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This week we’re covering late-payment notices that the FTB is sending for the 2024 tax year.
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Episode 126 - Does your practice have termites? - The Woodard Report Podcast
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51:45
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On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm s…
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Changing an LLC’s tax classification: understand the tax and filing requirements
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5:27
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This week, we’re discussing the tax and filing requirements of changing an LLC’s tax classification.
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Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast
31:43
31:43
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On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly …
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Proposed tax changes in the Governor’s budget revision
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4:37
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This week, we’re covering the tax changes in the Governor’s proposed budget revision.
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Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast
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31:42
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On this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by h…
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