Section 07 of 12 / Prepare to choose
Choose listening and viewing around a specific owner decision.
Format/date: Tax Section Odyssey podcast, 27 August 2026. Who: Brian Davis, identified by the publisher as owner of One Stop CPA. Link: Tax Section Odyssey — Turning technology gains into client value, 27 August 2026
Format/date: Tax Section Odyssey podcast, 14 November 2025. Who: April Walker with Mark Gallegos, CPA, MST, identified as a Porte Brown partner. Link: Tax Section Odyssey — Tax planning unleashed, 14 November 2025
Format/date: Tax Section Odyssey podcast, 10 September 2025. Who: April Walker with Mark Gallegos, as identified in AICPA’s episode listing. Link: Tax Section Odyssey — Navigating recent IRS guidance on R&E expenses, 10 September 2025
Format/date: Tax Section Odyssey podcast, 21 August 2025. Who: Benjamin Alarie of Blue J and Ashley Francis, CPA/PFS, identified as owner of The Francis Group. Link: Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025
Format/date: IRS YouTube video, published in 2016; retained as an older foundational resource. Who: IRS. Link: IRS YouTube — Choose a Tax Preparer Wisely, 2016
Publisher descriptions establish the resource’s scope, not your likely tax outcome.
Start with adviser selection and the distinction between compliance and ongoing advice, then use technical episodes only for your relevant decision.
Format/date: Tax Section Odyssey podcast, 27 August 2026.
Format/date: Tax Section Odyssey podcast, 14 November 2025.
Format/date: Tax Section Odyssey podcast, 10 September 2025.
Format/date: Tax Section Odyssey podcast, 21 August 2025.
Format/date: IRS YouTube video, published in 2016; retained as an older foundational resource.
Do not watch everything before acting on a genuine deadline.
Record the claim in your own words, the source and date, the applicable tax year, the facts the speaker assumes and what has changed since publication.
No unverified video titles, anonymous “secret deduction” clips or supplier savings claims were included as authoritative guidance.
No: this pass used publisher descriptions and indexed pages.
Read →Review gaps for the next research pass and the supporting evidence.
Read →Real resources, clear dates and honest retrieval limits; summaries are editorial reading notes rather than a listening audit.
Read →All web sources below were retrieved or found in indexed primary-source results on 3 November 2026.
Read →
TAX PLANNING · RESEARCH & INSIGHT