TaxVibe podcast

1:12:26

On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in the world of business and innovation, including Apple’s newest product announcements at WWDC, Warner Bros. Discovery’s split back into two companies, and the U.S. and China meeting in London to discuss trade talks. Next, since its inception in 2008, NPR's Tiny Desk Concerts have become a staple on YouTube with over 11 million subscribers. Josh and Yaz speak with Fast Company associate editor David Salazar about the lasting influence, favorite acts, and future programming of Tiny Desk Concerts. Finally, Yaz and Josh interview Sweetgreen CEO Jonathan Neman about the company's new menu items, advancements in culinary technology like Infinite Kitchens, and the removal of seed oils from their food preparation process. For more of the latest business and innovation news, go to https://www.fastcompany.com/news To read David Salazar’s piece on NPR’s Tiny Desk concerts: https://www.fastcompany.com/91337277/npr-tiny-desk-concert-artist-impact…

TaxVibe

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We love the vibe of tax and here at The Tax Institute, we do tax differently. We chat with some of the tax profession's great thought leaders each episode, who share valuable and practical insights you may not hear every day.

55 епізодів

#Business #Tax Institute

TaxVibe

updated 17 днів тому

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55 епізодів

#Business #Tax Institute

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TaxVibe

1
End of Year Tax Issues 2025 18:44

17 днів тому18:44

18:44

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear presenters Robyn Jacobson, CTA, and Svetlana Kolyasnikova, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year. This episode covers insights into: Key 2025 Budget & election dates Personal income tax cuts & work-related expenses Car expenses Clothing expenses Self-education expenses Working from home expenses To see the full webinar and access other member-only insights and resources, become a member of The Tax Institute. https://www.taxinstitute.com.au/membership For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

1
The taxing impact of family breakdowns 42:40

6 weeks тому42:40

42:40

In this latest episode of TaxVibe, Paul Hockridge, CTA, principal of Hockridge Advisory, delves into the tax implications following divorce and separations – an intrinsic and unavoidable part of modern living in relationships. While many assume the CGT roll-over makes divorce tax matters straightforward, the reality is far more complex. Tax practitioners often need specialised knowledge when advising clients through relationship breakdowns, considering both immediate tax relief options and long-term implications. The episode covers: Relief under Subdivision 126-A of the ITAA 1997: Provides CGT roll-over relief in certain circumstances, but doesn’t apply universally De facto vs. marriage: Different legal treatments affecting tax outcomes Property settlements: Tax implications beyond simple asset transfers. Host: Robyn Jacobson, CTA Guest: Paul Hockridge, CTA, Hockridge Advisory For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Division 7A under the ATO microscope 22:03

10 weeks тому22:03

22:03

Robyn Jacobson, CTA, chats with Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO, about the enduring and evolving challenges of Division 7A. They unpack the ATO’s increased scrutiny, common fundamental errors being made and the importance of proactive advice. Learn about complying loans, the use of journal entries to make loan repayments, the Commissioner’s discretion to disregard a deemed dividend, and key tips for navigating Division 7A compliance. Recorded live at The Tax Summit 2024. Host: Robyn Jacobson, CTA Guest: Anthony Marvello, Assistant Commissioner, Client Engagement Group, ATO For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

1
Federal Budget 2025–26 Reflections & Insights 22:34

12 weeks тому22:34

22:34

You won't want to miss this bonus episode, where you'll get a sneak peek behind the closed doors of this week's member-only webinar: Federal Budget 2025–26 Reflections & Insights. In the webinar, Robyn Jacobson, CTA, facilitates a panel of experts: Tim Sandow, CTA, Tax Partner, BDO & President, The Tax Institute Julie Abdalla, FTI, Head of Tax & Legal, The Tax Institute Jonathon Ortner, FTI, Tax Partner, Arnold Bloch Leibler Scott Treatt, CTA, CEO, The Tax Institute You'll hear the first 20 minutes of the webinar, plus a bonus snippet of the discussion where they summarise the issues covered in an earlier #Bendel webinar – nothing but the topical content you want to hear! They discuss the commercial and practical implications and considerations of the Budget’s key tax and superannuation measures. For a deeper dive into what the Budget means for you and your clients, and to access other member-only insights and resources, including the Federal Budget 2025-26 report, become a member of The Tax Institute. Learn more: https://www.taxinstitute.com.au/membership/benefits For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Beyond Bendel: decoding the decision 38:53

14 weeks тому38:53

38:53

For the past 16 years, the question of whether an unpaid present entitlement ( UPE ) is a loan for Division 7A purposes has challenged the tax profession. Now, in a landmark ruling, the Full Federal Court has delivered its judgment in Commissioner of Taxation v Bendel [2025] FCAFC 15 (Bendel) – confirming that a corporate beneficiary’s UPE is not a loan for Division 7A purposes. This finding has significant implications for taxpayers, tax practitioners and the ATO. Following the decision, this latest episode of TaxVibe delves into the details, exploring the implications. Robyn Jacobson and guest Neil Brydges, CTA, Principal at Sladen Legal, discuss the potential for further legal challenges and legislative changes, and how tax practitioners may navigate the resulting uncertainty. And we'll continue the conversation with an expert panel at our member-only webinar on 25 March – members can head to our website to register! https://www.taxinstitute.com.au/events/member-webinars/2024-25-member-webinar-series For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Spotting client risk before it bites 24:33

17 weeks тому24:33

24:33

This episode of TaxVibe dives deep with Paul Banister, CTA, as we uncover the risks associated with new client relationships. Learn how to spot red flags, mitigate risks, and navigate the complexities of past tax blunders. This episode is a must-listen for any tax professional looking to protect their practice. Robyn and Paul cover: Taking on a new client Practical examples of common risks What should a practitioner do if they find an error? Host: Robyn Jacobson, CTA Guest: Paul Banister, CTA, Grant Thornton Australia For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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2024 hits and misses, and expectations for 2025 49:57

21 weeks тому49:57

49:57

In this episode of TaxVibe, Robyn chats with Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal at The Tax Institute with their reflections on the hits and misses of 2024 and their expectations for 2025 on matters of tax policy and administration. They cover: Reflections of 2024, including TASA, IAWO, and more! As The Tax Institute’s President for 2025, Tim’s focuses for the year The Tax Institute’s Tax Policy and Advocacy priorities in 2025 ABUMs – announced but unenacted measures Upcoming budget and election Host: Robyn Jacobson, CTA Guests: Tim Sandow, CTA, Tax Partner, BDO, and Julie Abdalla, FTI, Head of Tax & Legal, The Tax Institute For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Tax Wars: the tax reform story 23:35

28 weeks тому23:35

23:35

In this episode of TaxVibe, Robyn chats with David Montani, CTA, National Tax Director, about the exciting release of his upcoming book, Tax Wars – an insightful look at the need for, and the challenges facing, holistic tax reform in Australia. They cover: The reason for the title of the book, Tax Wars The approach of using pop culture references to explain complex tax concepts The timing of the book's release relative to the upcoming Federal election Whether or not the book will challenge long-term thinking around tax reform No spoilers included! Host: Robyn Jacobson, CTA Guest: David Montani, CTA, National Tax Director For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Supporting clients amid firmer action on ATO debt collection 26:32

32 weeks тому26:32

26:32

In this episode of TaxVibe, Robyn chats with Andy Milidoni, CTA, Partner, Johnson Winter Slattery, about how to support clients amid firmer action on ATO debt collection. They cover: Recent changes and the current environment The Commissioner’s powers to collect debts ATO Support Advice for practitioners supporting clients with tax debts Host: Robyn Jacobson, CTA Guest: Andy Milidoni, CTA, Partner, Johnson Winter Slattery For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Can AI replace tax professionals? 27:31

35 weeks тому27:31

27:31

In this episode of TaxVibe, Robyn chats with Adrian Cartland, Principal Solicitor of Cartland Law. Adrian is also the creator of Ailira, the Artificially Intelligent Legal Information Research Assistant, which automates legal research and advice. Robyn and Adrian chat about the increasing impact of Artificial Intelligence (AI) and technology on the tax profession, going back to the basics of the evolution of technology in tax, what AI actually is, and how it can be used. They also gaze into their crystal balls to discuss AI's role as another tool in the toolbox for practitioners and how it may shape the provision of tax advice in the future. Host: Robyn Jacobson, CTA Guest: Adrian Cartland For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Financial abuse – What’s tax got to do with it? 46:19

39 weeks тому46:19

46:19

Domestic violence is a national problem and has been labelled a crisis in recent times. But did you know that most cases of domestic violence have an element of financial/economic abuse? The Australian Bureau of Statistics estimates that 2.4m Australians have experienced intimate partner financial abuse. And it is often financial instability that can lead someone back into or to remain in an abusive relationship – highlighting the importance of the systems supporting victim-survivors. In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence to support their clients.In this episode of TaxVibe, Robyn chats with Dr Ann Kayis-Kumar, Associate Professor of Taxation Law at the UNSW Business School, about financial abuse perpetrated through the tax system and what tax practitioners can do to respond to this form of domestic violence. Host: Robyn Jacobson, CTA Guest: Dr Ann Kayis-Kumar, Associate Professor, UNSW Business School Need help? 1800 Respect (1800 737 732) — provides free crisis support, counselling, safety planning and information 24/7 NSW: Redfern Legal Centre’s Financial Abuse Service NSW provides free legal advice to people across NSW who have experienced financial abuse (no equivalent in other States) National Debt Helpline : 1800 007 007 For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

1
Talking TASA with the TPB 46:29

45 weeks тому46:29

46:29

In this very topical episode, Robyn chats with Peter de Cure, Chair of the Tax Practitioners Board, about the latest changes to the regulation of the tax profession. They discuss the key issues affecting practitioners and how the TPB will implement and administer the significant changes. More on this topic will be available in Session 13.3: The TPB and professional obligations at The Tax Summit 2024. We hope to see you there! For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

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Top Tax Time Tips for 2024 45:17

48 weeks тому45:17

45:17

Tax time is here again! In this episode of TaxVibe, Robyn Jacobson , CTA, chats with Robert Thomson , Assistant Commissioner and Tax Time Spokesperson at the Australian Taxation Office in the Individuals and Intermediaries space, about Tax Time 2024. They discuss the top issues for 2023–24, including: The ATO’s focus on undisclosed income Work-related expenses Rental properties Record keeping Top tips for getting tax returns right the first time Host: Robyn Jacobson, CTA Guest: Robert Thomson For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

1
End of Year Tax Issues 2024 18:09

1 year тому18:09

18:09

In this bonus episode of TaxVibe, a snippet of our member-only webinar, you'll hear Robyn Jacobson, CTA, cover some of the hot tax topics to be aware of as we near the end of the financial year. This episode covers insights into: Personal income tax cuts Student loans Work-related expenses Rental properties To see the full webinar, and access other member-only insights and resources, become a member of The Tax Institute. https://www.taxinstitute.com.au/membership For more information about The Tax Institute: https://www.taxinstitute.com.au/…

TaxVibe

1
Federal Budget 2024-25: Highlights from our post-Budget Reflections panel webinar 30:35

1 year тому30:35