Deep Dives

Deep Dives: Master the Topics That Matter Most

Some topics deserve more than 10 minutes.
Some strategies reshape entire practices.
Some updates change the way you advise, plan, and run your firm.

That’s why we created Deep Dives—longer, 30- to 50-minute courses designed to take you beyond the headlines and into the real mechanics of tax law, advisory strategy, and modern firm building.

These are rich, expert-led sessions built to give you true understanding, not surface-level familiarity. When you need to get it right—or when the stakes are too high to “skim and hope”—Deep Dives give you the context, clarity, and confidence to move forward.

Serious Learning, Real CPE

Why Deep Dives Work

CPAs earn 0.5 to 1.0 credits per Deep Dive.EAs and other tax professionals gain the same in-depth knowledge, even when credit doesn’t apply.These courses are built for professionals who don’t just want to hear the update—they want to own it.

Multiple Formats for How You Learn Best

Deep Dives are delivered in two styles:

Human-guided podcast-style audio
Think of it like sitting in on a private conversation between experts who’ve lived this work for decades.
AI-narrated long-form presentations
Crisp, structured, logically paced. Ideal when you want every detail organized and delivered with perfect clarity.

All Deep Dives start with scripts written by our senior authors and course experts—professionals with deep technical insight and real-world experience advising firms and navigating complex tax decisions.

Go Beyond “What Changed?” and Into “What Should You Do With This?”

Deep Dives don’t stop at explaining the rule.They go into:

When to use itWhen not to use it

What the IRS actually looks for

Edge cases that trip up practitioners

The real-world implications for your advisory work

How the issue affects workflow, pricing, and client communication

This is the “practical MBA” content tax pros never got in school but absolutely need to run a modern advisory-first firm.

Built to Make You Better at the Work That Matters

Tax updates? Yes.
But Deep Dives also deliver the essential practice-management insight that turns good preparers into trusted advisors and profitable firm owners.
Inside, you’ll find longer-form guidance on:

Advisory strategy
Firm growth and client experience
Pricing and packaging
AI adoption and automation
High-value planning topics
Real-world scenarios from seasoned professionals

These are the lessons that change how you think, work, and lead.

Hear a Deep Dive for Yourself

Below are two examples—
one human-hosted, one AI-powered—
so you can hear exactly how immersive, detailed, and actionable a Deep Dive can be.

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Deep Dives: Master the Topics That Matter Most

Serious Learning, Real CPE

Why Deep Dives Work

Multiple Formats for How You Learn Best

Go Beyond “What Changed?” and Into “What Should You Do With This?”

Deep Dives don’t stop at explaining the rule.They go into:

When to use itWhen not to use it

What the IRS actually looks for

Edge cases that trip up practitioners

The real-world implications for your advisory work

How the issue affects workflow, pricing, and client communication

Built to Make You Better at the Work That Matters

Hear a Deep Dive for Yourself

Immerse Yourself. Learn Deeply. Lead Confidently.

Browse the Deep Dive Library

Contact Us

Deep Dives

Deep Dives: Master the Topics That Matter Most

Serious Learning, Real CPE

Why Deep Dives Work

Multiple Formats for How You Learn Best

Go Beyond “What Changed?” and Into “What Should You Do With This?”

Deep Dives don’t stop at explaining the rule.They go into: When to use itWhen not to use it What the IRS actually looks for Edge cases that trip up practitioners The real-world implications for your advisory work How the issue affects workflow, pricing, and client communication

Built to Make You Better at the Work That Matters

Hear a Deep Dive for Yourself

Immerse Yourself. Learn Deeply. Lead Confidently.

Browse the Deep Dive Library

Deep Dives don’t stop at explaining the rule.They go into:

When to use itWhen not to use it

What the IRS actually looks for

Edge cases that trip up practitioners

The real-world implications for your advisory work

How the issue affects workflow, pricing, and client communication