A(z) Federal Tax csatorna legjobb podcastjai (2024)

1
Post-Tax Season Tune-Up 50:55

3d ago50:55

50:55

After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. …

1
2024-04-22 IRS Extends Limited RMD Relief But Warns They Expect This to Be the Last Time

5d ago

—

This week we look at: IRS again waives penalties for certain RMD distributions for inherited IRAs and retirement plans, but indicates this should be the last time FinCEN adds more Q&As to BOI FAQ for the first time since January An audio only version of this week’s update can be streamed or downloaded via the link below. Slides and links to the sou…

1
2024-04-22 IRS Extends Limited RMD Relief But Warns They Expect This to Be the Last Time 50:48

5d ago50:48

50:48

This week we look at: IRS again waives penalties for certain RMD distributions for inherited IRAs and retirement plans, but indicates this should be the last time FinCEN adds more Q&As to BOI FAQ for the first time since January Copyright, Kaplan, Inc.

1
Surviving a Cyber Attack 50:42

17d ago50:42

50:42

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity…

1
2024-04-01 Tax Court Reverses Position on Validity of Conservation Easement Regulation

25d ago

—

This week we look at Tax Court reverses position on validity of a regulation it had upheld four years ago US Supreme Court hears oral arguments in case involving estate tax value of a corporation that received life insurance to redeem the majority shareholder’s estate IRS Criminal Investigation Divisions announces update on COVID relief related inv…

1
2024-04-01 Tax Court Reverses Position on Validity of Conservation Easement Regulation 30:37

25d ago30:37

30:37

This week we look at Tax Court reverses position on validity of a regulation it had upheld four years ago US Supreme Court hears oral arguments in case involving estate tax value of a corporation that received life insurance to redeem the majority shareholder’s estate IRS Criminal Investigation Divisions announces update on COVID relief related inv…

1
Charting Through the 2024 Tax Season Maelstrom 54:30

1M ago54:30

54:30

Tax professionals must steer through a complex maelstrom during the 2024 filing season. Roger and Annie serve as experienced guides, helping listeners chart a course around hazards like the Employee Retention Credit squalls, the revised "economic realities" path for worker classification under new Department of Labor rules, and proposed tax law cha…

1
2024-03-25 ERC Voluntary Disclosure Program Is Over - What Next

1M ago

—

This week we look at: As ERC voluntary compliance program ended, IRS release discusses agency’s plans going forward Senate Finance Chair Wyden indicates there be a cloture vote in the Senate on House passed tax bill IRS issues proposed regulations to make SPA CRAT arrangements listed transactions IRS asks Supreme Court to overturn Culp decision An …

1
2024-03-25 ERC Voluntary Disclosure Program Is Over - What Next 36:41

1M ago36:41

36:41

This week we look at: As ERC voluntary compliance program ended, IRS release discusses agency’s plans going forward Senate Finance Chair Wyden indicates there be a cloture vote in the Senate on House passed tax bill IRS issues proposed regulations to make SPA CRAT arrangements listed transactions IRS asks Supreme Court to overturn Culp decision…

1
2024-03-18 Last Call to Enter ERC Voluntary Disclosure Program

1M ago

—

This week we look at: FinCEN gives formal notice of appeal of CTA BOI case Deadline rapidly approaching for entering first ERC voluntary disclosure program Arizona lawmakers write the IRS about tax status of 2023 state rebates Court of Appeals finds it is barred from hearing appeal of Tax Court dismissal of small case/ The slides and citations for …

1
2024-03-18 Last Call to Enter ERC Voluntary Disclosure Program 36:48

1M ago36:48

36:48

1
Corporate Transparency Act Ruled Unconstitutional 57:00

2M ago57:00

57:00

In this episode, Roger Harris is joined by special guest Blake Oliver to unpack some of the biggest tax stories making headlines. From a federal court ruling deeming a new business reporting law unconstitutional to the staggering estimates of tax evasion by the wealthy. They also dive into the IRS's foray into direct filing for simple returns, the …

1
2024-03-11 FinCEN Announces Enforcement Reaction to Alabama Case

2M ago

—

This week we look at: FinCEN announces position on handling BOI enforcement following National Small Business United v. Yellen IRS issues warning about companies peddling “doctor’s notes” Tax Court warns taxpayer about litigating an issue the taxpayer had previously litigated and lost on for a prior year An audio only version of this week’s broadca…

1
2024-03-04 Court Questions Constitutionality of the CTA 23:51

2M ago23:51

23:51

This week we look at: CTA found to violate Constitution by US District Court Tax Court issues ruling on impact of SECURE 2.0 Act statute change on returns filed before December 29, 2022 effective date of the Act IRS warns about need to reconcile premium tax credit on Forms 1040 after seeing an increase in the number of returns being filed without t…

1
Excerpt: Corporate Transparency Act Ruled Unconstitutional 17:02

2M ago17:02

17:02

Here's an excerpt from next week's Federal Tax Updates podcast, Episode 27. Blake Oliver joins Roger to discuss the latest tax news headlines including how the Corporate Transparency Act has been ruled unconstitutional. Be sure to download the full episode, Monday, March 11, to hear the entire discussion. Get NASBA Approved CPE or IRS Approved CE L…

1
2024-03-04 Court Questions Constitutionality of the CTA

2M ago

—

This week we look at: CTA found to violate Constitution by US District Court Tax Court issues ruling on impact of SECURE 2.0 Act statute change on returns filed before December 29, 2022 effective date of the Act IRS warns about need to reconcile premium tax credit on Forms 1040 after seeing an increase in the number of returns being filed without t…

1
2024-03-04 Court Questions Constitutionality of the CTA 35:53

2M ago35:53

35:53

This week we look at: CTA found to violate Constitution by US District Court Tax Court issues ruling on impact of SECURE 2.0 Act statute change on returns filed before December 29, 2022 effective date of the Act IRS warns about need to reconcile premium tax credit on Forms 1040 after seeing an increase in the number of returns being filed without t…

1
Ready, Set, File! Tax Season 2024 Updates 52:20

2M ago52:20

52:20

As tax season kicks off, Annie and Roger discuss tips for practitioners and taxpayers, including using e-file and direct deposit for fastest refunds, being vigilant about IRS scam alerts, reviewing Circular 230 rules on duties and liabilities, and evaluating your processes after April to improve efficiency. They also touch on state filing deadlines…

1
2024-02-26 More BOI Information from Insurer

2M ago

—

This week we look at: More BOI resources from CAMICO made available by NJCPA District Court refuses to stay FBAR proceeding to await Tax Court result partially due to the age of the taxpayer IRS announces program to go after corporate jet personal usage The state of Arizona sues the IRS over tax status of state tax rebate. An audio only version of …

1
2024-02-26 More BOI Information from an Insurer 41:32

2M ago41:32

41:32

This week we look at: More BOI resources from CAMICO made available by NJCPA District Court refuses to stay FBAR proceeding to await Tax Court result partially due to the age of the taxpayer IRS announces program to go after corporate jet personal usage The state of Arizona sues the IRS over tax status of state tax rebate.…

1
2024-02-19 Insurers Update BOI Guidance

2M ago

—

This week we look at: Insurers updating their advice on BOI engagements SALT cap 2023 increase bill fails on a procedural vote in the House Jury finds taxpayer did not willfully fail to file FBAR reports IRS takes position third party payors liable for ERC refund repayment in addition to common law employers IRS sending out CP271 “soft letters” to …

1
2024-02-19 Insurers Update BOI Guidance 1:01:28

2M ago1:01:28

1:01:28

This week we look at: Insurers updating their advice on BOI engagements SALT cap 2023 increase bill fails on a procedural vote in the House Jury finds taxpayer did not willfully fail to file FBAR reports IRS takes position third party payors liable for ERC refund repayment in addition to common law employers IRS sending out CP271 “soft letters” to …

1
Navigating New Beneficial Ownership Rules 44:02

2M ago44:02

44:02

Roger and Annie kick off the 2024 tax season by explaining the new beneficial ownership reporting requirements under the Corporate Transparency Act. They detail who must comply, what information must be disclosed, and the tight deadlines and penalties involved. They also discuss whether accountants should assist clients with these complex filings o…

1
2024-02-12 Are You Giving Bad Advice on Electronic Filing?

3M ago

—

This week we look at No movement on tax bills this week - nor is final action at all likely to take place before March E-Filing returns - good or bad idea? Two competing articles published this week Taxpayer owes tax on IRA forfeited to government as part of criminal conviction IRS discusses when CID voluntary disclosure program should be used inst…

1
2024-02-12 Are You Giving Bad Advice on Electronic Filing 1:14:14

3M ago1:14:14

1:14:14

This week we look at No movement on tax bills this week - nor is final action at all likely to take place before March E-Filing returns - good or bad idea? Two competing articles published this week Taxpayer owes tax on IRA forfeited to government as part of criminal conviction IRS discusses when CID voluntary disclosure program should be used inst…

1
2024-02-05 More Movement on Proposed Retroactive Tax Bills

3M ago

—

This week we look at: Bipartisan extender bill is passed by the House, but faces uncertain future in the Senate A limited, single-year SALT cap relief bill will be brought to the House floor as part of the compromise to pass the bipartisan bill Tax filing season for 2023 return begins this week A cautionary tale about phishing being used to obtain …

1
2024-02-05 More Movement on Proposed Retroactive Tax Bills 48:55

3M ago48:55

48:55

This week we look at: Bipartisan extender bill is passed by the House, but faces uncertain future in the Senate A limited, single-year SALT cap relief bill will be brought to the House floor as part of the compromise to pass the bipartisan bill Tax filing season for 2023 return begins this week A cautionary tale about phishing being used to obtain …

1
Your 2024 Tax Season Cheat Sheet 44:06

3M ago44:06

44:06

Get ready for the 2024 tax season with Roger and Annie! They cover critical deadlines, documentation tips, e-filing requirements, ERC updates, and other need-to-know changes that affect small businesses and tax preparers this year. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course …

1
2024-01-29 Bipartisan Retroactive Tax Bill Clears Ways and Means Committee

3M ago

—

This week we look at a proposed tax bill that has advanced out of the House Ways & Means Committee. An audio only version of this week’s broadcast can be downloaded or streamed via the link below: A copy of the slides with links to materials can be downloaded below. 2024-01-29 Current Federal Tax Developments…

1
2024-01-29 Bipartisan Retroactive Tax Bill Clears Ways and Means Committee 57:33

3M ago57:33

57:33

1
Why Become an EA 34:44

3M ago34:44

34:44

In this episode of Federal Tax Updates, hosts Roger Harris and Annie Schwab are joined by special guest Megan Killian, Executive Vice President of the National Association of Enrolled Agents (NAEA). Megan discusses her background in association management and her role leading NAEA, the premier organization representing the interests of Enrolled Age…

1
2024-01-16 Form 8308 Relief

3M ago

—

This week we look at: Talks continue on proposed tax bill IRS provides guidance on Pension-Linked Emergency Savings Account anti-abuse provisions Relief granted for filing information found in Part IV of Form 8308 for 2023 returns IRS updates Notice describing how to obtain certain exemptions from the required electronic filing of certain entity in…

1
2024-01-16 Form 8308 Relief 35:56

3M ago35:56

35:56

This week we look at: Talks continue on proposed tax bill IRS provides guidance on Pension-Linked Emergency Savings Account anti-abuse provisions Relief granted for filing information found in Part IV of Form 8308 for 2023 returns IRS updates Notice describing how to obtain certain exemptions from the required electronic filing of certain entity in…

1
2024-01-08 IRS Mistake Stands as Taxpayer Benefits

4M ago

—

This week we look at: New work in progress to try and obtain a bipartisan tax bill IRS gives car dealers a brief extension to file time-of-sale reports IRS reverses direction on treatment of impact of adding a tax reimbursement clause to an IDGT Taxpayer can rely upon date IRS places in Notice of Deficiency as the last day to file a Tax Court petit…

1
2024-01-08 IRS Mistake Stands as Taxpayer Benefits 40:23

4M ago40:23

40:23

This week we look at: New work in progress to try and obtain a bipartisan tax bill IRS gives car dealers a brief extension to file time-of-sale reports IRS reverses direction on treatment of impact of adding a tax reimbursement clause to an IDGT Taxpayer can rely upon date IRS places in Notice of Deficiency as the last day to file a Tax Court petit…

1
The Long Road to Tax Certainty 52:48

4M ago52:48

52:48

With tax provisions constantly expiring and major questions looming about the future of the tax code, uncertainty reigns. Roger, Annie, and guest Thad Inge break down the state of play on tax extenders, the likelihood of action on expiring tax cuts, and the challenges businesses face in planning amidst the uncertainty. Sponsors Padgett - Contact Pa…

1
2024-01-02 FinCEN Welcomes 2024 By Opening BOI Filing Site

4M ago

—

This week we look at FinCEN's release of the BOI E-Filing site on January 1, 2024. An audio only version of this week’s broadcast can be streamed below A copy of this week’s slides and the BOI form can be downloaded via the links below: 2024-01-02 Current Federal Tax Developments FinCEN Beneficial Ownership Information Form…

Podcastok, amelyeket érdemes meghallgatni

Federal Tax Podcastok

Podcastok, amelyeket érdemes meghallgatni

Gyors referencia kézikönyv