Hotels, Haunts, and Hanging On until the 15th
What’s scarier: a haunted hotel, a room full of TikTok tax advice, or a client asking what you need to get started four days before the deadline?
Josh and Shannon are hanging on until October 15 with hotel grievances, ghost stories, and a haunted house designed specifically to terrify tax professionals. Think last-minute W-2s, questionable S corporation advice, and BOI tombstones.
Shannon shares how she negotiated a peaceful night with a hotel ghost—and why haunted houses now qualify as relaxation. Josh questions hotel Wi-Fi, bathroom design, and whether every tax topic he teaches is destined to disappear.
They also discuss morning pages, AI’s unintentionally hilarious approach to literature, and preparing for the U.S. Tax Court nonattorney exam: why structured preparation and study partners mattered to them, where AI helped, and why it cannot do the learning for you.
Plus: upcoming classes, plans for Saratoga Springs, and the reminder that you can’t care more than the client does.
CLASSES AND EVENTS
• Tax Court Exam Preparation Class — USTC Practitioner’s Services
The program Josh and Shannon attended:
https://taxcourtexam.com/
• Ethics in the Real World — Brass Tax
Josh’s ethics class. Available on demand, with live replays October 20 and 27:
https://brasstax.com/products/ethics-in-the-real-world/
• The IRS’s First AI Rules: Circular 230 Exposure After OPR Alert 2026-19 — myLawCLE
Sharyn Fisk and Josh Youngblood | October 14, 2026 | 2:30–4:40 p.m. Eastern:
https://mylawcle.com/products/the-irss-first-ai-rules-circular-230-exposure-after-opr-alert-2026-19/
• NYSSEA 39th Annual Conference
October 25–27, 2026 | Saratoga Springs, New York:
https://nyssea.starchapter.com/meetinginfo.php?id=54&ts=1783363088
More episodes and full show notes:
https://wellactually.tax/
