Figuring Out: Navigating the New Era of Tax Compliance | Podcast #EP32 1 Credit
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Tax compliance is no longer just a once-a-year concern—it’s a daily business function. With governments shifting to real-time reporting and AI-driven enforcement, businesses must stay ahead to avoid penalties and audits. Are you ready for these changes?
Welcome to another Episode of W.T.F. with Saul; we sit down with Wendy Walker, VP of Regulatory Affairs at Sovos, to break down the latest tax compliance trends. From digital transformation to global regulations, we’ll explore how businesses can adapt, minimize risks, and leverage technology to streamline compliance.
This Episode explores major tax reforms, the rise of AI in fraud detection, and the most common compliance errors that businesses often encounter. Wendy shares expert insights on how companies can navigate new tax laws, automate compliance, and prepare for the next wave of global tax regulations. Whether you're a finance leader, business owner, or compliance expert, you’ll walk away with actionable strategies to strengthen your tax compliance approach and stay ahead in this rapidly changing landscape.
Key Topics:
By the end of this CE podcast, we will discuss the essential tools, strategies, and insights businesses need to navigate evolving tax regulations, leverage AI-driven compliance solutions, and avoid costly mistakes. Stay informed, stay compliant, and stay ahead in the ever-changing world of business tax.
 For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02481-25-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02481-25-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-2005) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02481-25-S) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02481-25-S) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02481-25-S) | 1 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Wendy Walker is a VP of Regulatory Affairs at Sovos. Leveraging over 15 years of industry experience leading tax operations and compliance teams, she now plays a pivotal role in driving Sovos’ regulatory and policy strategy throughout the IRS and state tax agencies.
Wendy proactively develops and advocates Sovos’s related positions and influences emerging strategic issues in tax legislation and regulation which impact Sovos and its’ clients. Wendy is the Chair of the Information Reporting Subgroup for the Internal Revenue Service Advisory Council (IRSAC) and is also an active member of the Council for Electronic Revenue Communication Advancement (CERCA) and the National Association of Computerized Tax Processors (NACTP). In these roles, Wendy advocates for improvements in tax administration with members of the IRS and state tax authorities.
Wendy believes in a fair and transparent tax system, and a system that provides administrative ease. Her philosophy is to advocate for business and individual taxpayers while balancing the need for fairness and transparency in the tax system.
‘Outside of work, Wendy is an avid runner and enjoys quilting. A former Sovos client working in tax operations and tax compliance, Wendy came to Sovos to help other organizations realize the benefits of utilizing modern tax information reporting solutions.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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