Wind Down Wednesday: Stay Ahead of What's Happening in the Tax Industry
Every other Wednesday, the Tax Aunties go live for one focused hour to break down the hot topics shaping the tax industry right now. New IRS guidance, shifting legislation, and the real issues showing up in your practice. Current, credible insight from four practicing Enrolled Agents. No fluff, no textbook theory.
This is not a hustle. This is a career.
The stakes behind this session's topic
AI-powered scams targeting preparers are accelerating, and a Written Information Security Plan (WISP) is no longer a someday task. Here's what's actually on the line if you skip this one.
"Look for Typos" No Longer Protects You
The IRS's 2026 Dirty Dozen flags a sharp rise in AI-generated phishing, robocalls, and deepfake voice scams aimed at preparers, not just taxpayers. Polished, error-free lures now arrive multi-channel, often a fake email followed by a cloned-voice call.
A WISP Is Already the Law, Not a Suggestion
Under the GLBA and the FTC Safeguards Rule, every preparer, solo practitioners included, is required to maintain a written, risk-based security plan. You likely already certified this on your last PTIN renewal.
A Breach Is a Trust Problem With a Clock
Notification deadlines, regulator expectations, and client fallout move fast once an incident hits. A plan built before you need it beats one improvised under pressure, every time.
A standing conversation about what matters now
The Format
One hour. One topic. Four practicing Enrolled Agents breaking down what changed, why it matters, and how it affects your practice. No open Q&A, no sales pitch — just focused, real talk.
The Cadence
Every other Wednesday at 6:00 PM ET. Bi-weekly sessions give you time to absorb and apply what you learn, while keeping you current with a profession that never stops moving.
Wind Down Wednesday is our bi-weekly live conversation about what is actually happening in the tax industry. Every other Wednesday, the Tax Aunties spends one hour on a single timely topic, the kind of development you need to understand before your clients start asking. We unpack what changed, why it matters, and how it affects the way you practice.
It is not an open Q&A and it is not a sales pitch. It is a focused, real talk discussion built to keep you informed, sharp, and confident in a profession that never stops moving. Come wind down with peers who take this work seriously, and leave knowing exactly what to watch.
Stay current without the overwhelm
Stay Ahead of Trending Topics
Tax law and IRS priorities shift fast. We surface what is moving now, so you are informed before your clients are.
Learn From Practicing Enrolled Agents
Sessions are led by four active EAs with more than 80 years of combined experience, not academics reading from a manual.
One Focused Hour
Every session is a tight, 60-minute discussion built around a single high-value topic. Show up, get current, get back to work.
Industry Perspective, Not Just Rules
We connect the headlines to your day to day: what a change means for your clients, your pricing, and your practice.
Join a Serious Community
Connect with Enrolled Agents and tax professionals who treat this work as a career, not a side hustle.
A Clear Path to Go Deeper
Each session points you toward your next step: our membership and our 5-Day Bootcamp for pros ready to level up.
Three simple steps
Register
Save your seat and get the Zoom link plus the full bi-weekly schedule.
Show Up Live
Join us live every other Wednesday for one focused hour on a trending topic.
Stay Current and Go Deeper
Walk away understanding what changed, what it means, and where to go next.
A fresh topic every session
Wind Down Wednesday follows the industry. Each session zeroes in on one trending subject.
WISP: The Plan the IRS Now Expects You to Have
AI-powered threats are moving faster than the old "look for typos" advice. We'll cover why the IRS's 2026 Dirty Dozen flags a sharp rise in AI-generated phishing and deepfake voice scams targeting preparers, why the GLBA and FTC Safeguards Rule make a Written Information Security Plan (WISP) a legal requirement for every practice, and exactly what belongs inside a compliant plan: a designated coordinator, risk assessment, safeguards, staff training, systems management, and an incident response plan.
Every PTIN renewal now requires preparers to check a box confirming they have a WISP, and breach costs, regulatory and reputational, only grow the longer a firm waits. This session gives you the outline to check where your practice actually stands.
Taxpayer Bill of Rights (TBOR)
An overview of the Taxpayer Bill of Rights (TBOR) and the ten fundamental rights every taxpayer has when interacting with the IRS. Learn how these rights apply during audits, collections, appeals, and other tax matters.
Understanding taxpayer rights helps practitioners respond confidently to IRS actions, avoid unnecessary disputes, and ensure fair treatment.
Rotating Theme Bank
Sessions we've already covered
Missed a session? Here's what the Tax Aunties broke down last time. Full recordings are a member benefit.
Led by practitioners, not academics
The Tax Aunties are active tax professionals who bring current, real-world experience to every session. Four practicing Enrolled Agents, more than 80 years of combined experience.
Ready to go deeper?
Wind Down Wednesday is your front-row seat to the conversation. When you are ready for more, we have two ways forward.
EA Leadership Academy Membership
Ongoing education, IRS-approved continuing education, session recordings, and a community built for serious tax professionals. This is where the learning becomes a habit.
Explore MembershipThe 5-Day Bootcamp
An intensive, hands-on experience for tax pros ready to sharpen their skills fast. Wind Down Wednesday gives you the preview. The Bootcamp gives you the deep dive.
Get Bootcamp DetailsReserve your seat for Wind Down Wednesday
Join us live every other Wednesday for one focused hour on the topics shaping the tax industry. Save your seat and we will send the Zoom link and calendar invite.
Frequently asked questions
Wind Down. Tune In.
Stay Ahead.
Join tax professionals across the country who rely on EA Leadership Academy to stay current, sharpen their craft, and build a real career in tax. This is not a hustle. This is a career.