Rachel Harris

Rachel Harris is an accountant, the co-founder of a fast-growing accounting firm in the UK –  StriveX – and the content creator of Accountant She on social media.

How StriveX Grew from 50k to 1m in 3.5 YearsHow Social Media Helped StriveX to GrowHow Staff Benefits Helped StriveX to Grow

Nathan Reiche

Nathan Reiche has over 15 years in digital marketing and is the CEO and Founder of Content Chemistry, which helps startups and SME to build automated sales and marketing engines to drive business growth.

CRMs for Accountants    

 

Ron Jorgensen

Ron Jorgensen is a partner of Thomson Geer Lawyers in Melbourne and an accredited tax specialist who specialises in trusts and trusts disputes, succession and asset protection, business and investment structuring, and tax-sensitive commercial and property transactions.

 

Trust Loss Questions

Patrick Ellwood

Patrick Ellwood is the Director of Clover Law in Brisbane and a lawyer with over a decade of experience assisting high-net-worth individuals and family business owners with their tax, estate planning and asset protection needs. On Tax Talks Patrick shares helpful insights into Child Maintenance Trust.

CMT Excepted IncomeChild Maintenance Trust IncomeTR 98/4 Child Maintenance Trust ArrangementsTR 98/4 Situations 4 and 5 

Jennifer Lauchlan and Marcus Hannah

Jennifer Lauchlan and Marcus Hannah both support Docusign’s Asia Pacific operations. Jennifer Lauchlan, an investment manager by trade, leads DocuSign’s efforts to support the banking industry. On the other hand, Marcus Hannah, a commercial lawyer specialising in Technology and Privacy Law, advises on technology matters.

The System of AgreementLegislative Framework of Electronic SignaturesElectronic Signature Questions 

Benedicte Olrik

Benedicte Olrik, Andersen Australia‘s Managing Director of Transfer Pricing, is a highly experienced member of Andersen Global’s Transfer Pricing leadership team, with expertise in all aspects of Transfer Pricing including APAs, TP compliance, planning, and policy, as well as DEMPE royalty analysis.

Transfer PricingSimplified Transfer Pricing Record Keeping    

David Fitzgerald

David  Fitzgerald is the CEO and Executive Director of Taxopedia and Factor1. In a pipeline walk-through on Tax Talks David shares helpful insights about the tech stack used at Taxopedia.

Pipeline Walk Through with Taxopedia

Roger Knecht

Roger Knecht has been the president of Universal Accounting since 1979, providing training, certifications, coaching, and support to over 40,000 accounting professionals. He is also the co-author of two books: Red to BLACK and In the BLACK.

Nothing Happens Until There is a SaleIn the Black MarketingIn the Black ProductionIn the Black Accounting     

Adam Ahmed

Adam Ahmed of Adam Ahmed & Co is a solicitor, chartered accountant, and published author for Thomson Reuters. Previously with Allens Linklaters and KPMG, Adam specialises in tax and contract law and acts for clients in the Federal Court and AAT.

Late Payment of Super – Bitcoin is Not a CurrencySmall Business Litigation Funding 

Reza Hooda

Reza Hooda is an accountant with his own practice in Eastleigh, Hampshire UK, and also – more importantly –  a well-known coach and mentor for accountants as well as host of the popular podcast “Transform Your Profits”.

You can connect with him on Linkedin where he shares regular content aimed at helping accountants build more profitable, successful and impactful accounting firms. 

Repricing4P Framework   

Ben Miller

Ben Miller CA SSA is a senior editor at Wolters Kluwer with a focus on Australian tax, superannuation, and accounting content. Ben is the lead editor for CCH iQ, which is part of the award-winning CCH iKnow platform. CCH iQ helps Australian accountants and tax agents to keep abreast of pending and new Federal and State legislation. 

Safe Harbour for Non-Commercial Business LossesNon-Commercial Loss Provisions for Partnerships   

Kevin Zhang

Kevin Zhang is the Technical Compliance Manager at Class Super in Sydney with over 20 years of experience in the SMSF industry. A registered tax agent, Chartered Accountant, and SMSF Association Specialist Adviser, Kevin is the technical escalation point for both internal staff and external clients on tax, compliance, and superannuation issues and often represents Class in key consultations with the ATO.

Class SMSF Benchmark Report August 2022   

Charitha Wasala

Charitha Wasala is the founder and director of Growth Prof, a fast growing full service practice in North Sydney. Charitha is a CPA and Chartered Tax Adviser as well as a registered tax agent with an ASIC registered financial adviser licence.

Direct Offshore Team 

Brett Pack, Nathan Watt and Charlotte Norfolk

Brett Pack of Top Bookkeepers in Melbourne, Nathan Watt of Watson & Watt in Newstead / Brisbane and Charlotte Norfolk of Bondi Bean Counters in Sydney talk about their experiences with offshore labour hire in episode 358 of Tax Talks. All three are accountants and certified as either BAS or tax agents.

Offshore Labour Hire 

 

Peter Harper

Peter Harper is the CEO and Managing Director of Asena Advisors in New York, Florida and California. Peter assists foreign family offices and founders on US direct investment, cross border mergers & acquisitions and the tax impact of moving country.

US Public and Private MarketsExpansion Into the USUS-AU Tax Questions 

Tony Harcourt

Tony Harcourt is the founder of Rype in Brisbane, helping inventory-centred businesses to transition their inventory management systems from Xero and Shopify to Dear, Cin7, Unleash, Retail Express, Vend, and many others.

Inventory Management SystemsPoint of Sale Systems  

 

 

Bradley Murphy and Darren Catherall

Bradley Murphy and Darren Catherall of Murphy Tax Lawyers and Advisors in Sydney assist expatriates and businesses to navigate cross-border tax issues, mainly between Australia, the UK and the US. Both are registered lawyers in Australia as well as the UK.

CGT Moving Back To AustraliaUS Retirement Plans in Australias99B ITAA 1936 s99B Carve OutsForeign Trusts and Companies 

Debra Anderson

Debra Anderson was appointed to the Tax Practitioners Board in February 2019.  A registered BAS and tax agent with an MBA, Debra is also a Fellow of the Institute of Public Accountants, a member of the Australian Institute of Company Directors and the National Tax and Accountants’ Association and sits on a number of ATO committees.

TPB Q & A 

Adam O’Grady

Adam O’Grady is the Assistant Commissioner – Risk & Strategy Individuals at the ATO.  Having joined the ATO in 2003, Adam has worked in a variety of roles, including Service Delivery, Enterprise Solutions & Technology, Law Design and Practice, and the Client Engagement Group.

Taxation of Crypto 

James Baker

James Baker of James Baker & Associates has a large following on YouTube and the ‘James Baker CPA Podcast’ where he regularly answers questions about US taxation. James helps his non-US clients to expand into the US as well as US clients overseas to manage their US tax affairs.

Non-ECI Non-FDAP