Why a busy-season debrief has value, and why it’s not just for tax teams

Journal of Accountancy Podcast

How soon is too soon to have a debrief after busy season? And what should be the goal of such a debrief? Those topics are addressed in a special crossover episode with the AICPA Town Hall series. Hear three CPAs discuss the topic, how it’s applicable to more than tax season, and how firm leaders of different sizes approach the debrief. The full Town Hall episode is here, and the speakers in this segment are:

• Lisa Simpson, CPA, CGMA, vice president–Firm Services at the Association of International Certified Professional Accountants;
• Brandon Lagarde, CPA, director of the Tax Services Group at Postlethwaite & Netterville; and
• Brent Forbush, CPA, CGMA, managing partner of Forbush & Associates.

The conversation is a follow-up to an article Lagarde and Forbush co-authored in early 2020 in The Tax Adviser.

Also, learn about the IRS response to a TIGTA report that noted the IRS destroyed millions of unprocessed information returns.