Tax Updates nyilvános
[search 0]
Több
Download the App!
show episodes
 
Artwork

1
Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

Unsubscribe
Unsubscribe
Havi+
 
CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
  continue reading
 
Welcome to the "Fidinam Podcast", your gateway to the vibrant world of business and investment opportunities worldwide. Fidinam is a private consulting firm founded in 1960 in Lugano, Switzerland, that provides tax, business, real estate and digital consulting services to companies, entrepreneurs and individuals. We are dedicated to helping businesses navigate the landscape of different jurisdictions. Throughout our podcast, we'll explore the appeal of countries like Vietnam, China and many ...
  continue reading
 
Loading …
show series
 
Tax professionals must steer through a complex maelstrom during the 2024filing 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 chan…
  continue reading
 
In our fourth episode, we've brought together Fidinam Vietnam's experts, Phuong Thao Bui (Managing Director and Lawyer), My Phan (Accounting Manager), and Francesca Severoni (Relationship Manager and Business Developer), to shed light on essential technical and non-technical insights for foreign investors. Our discussion kicks off with an overview …
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
In the first episode of Fidinam Podcast - Unlocking China we delve into the dynamics of doing business in and with China with esteemed guests Mr. Bernardino Regazzoni, former Swiss Ambassador to Beijing, and Mr. Tommaso Colli, Managing Director of Fidinam Shanghai. We explore the current social and business environment in China, addressing signific…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third-party fraud claims. Sponsors Padgett - Contact Padgett or Email Jeff Phillips (00:00) - Welcome To Federal Tax Updates (04:30) - Communicating with clients at the start of the pa…
  continue reading
 
In the third episode, we want to introduce you to Vietnam as a manufacturing hub, an industry that today accounts for more than 60% of total foreign direct investment (FDI) in the country. Together with Jacobo Perez Polaino, General Manager of SIKA Vietnam, and Luat Nguyen, Managing Director of CICOR Vietnam, we will share their perspectives on the…
  continue reading
 
Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner. Sponsors Padgett - Con…
  continue reading
 
Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting rules. Sponsors Padgett - Contact Padgett or Email Jeff Phillips (00:00) - Welcome to Federal Tax Updates (04:0…
  continue reading
 
In our second episode, we had the privilege of welcoming Felix Süllwold, co-founder and CEO of CODE LEAP Vietnam, as our esteemed guest. Together we explored the complexities of setting up and running a business in Vietnam, with a particular focus on the software consulting industry. Felix's wealth of experience and valuable insights shed light on …
  continue reading
 
*This episode was originally recorded as a live webinar as part of Earmark's new Webinars+ series Has your client filed an Employee Retention Credit (ERC) claim with the IRS and now need to withdraw it? Join Roger Harris, EA and Annie Schwab, CPA, hosts of the Federal Tax Podcast, for this important episode where they will cover everything you need…
  continue reading
 
Expert guest Jeff Darley joins Roger and Annie to discuss how to choose the right business entity for small business owners. They cover LLCs vs S-Corps, reasonable salary, payroll taxes, and more. Sponsors Padgett - Contact Padgett or Email Jeff Phillips (00:00) - Federal Tax Updates Episode 18 (02:17) - Background on Jeff Darley (15:03) - Payroll …
  continue reading
 
Vietnam, a land of breathtaking landscapes, rich culture, and a dynamic economy, has emerged as a prime investment destination for foreign companies and visionary entrepreneurs. In the first episode of our podcast series, we will explore Vietnam's attractiveness for foreign direct investment (FDI) and delve into the investment opportunities it offe…
  continue reading
 
Roger and Annie discuss updates on the employee retention tax credit, including the IRS's new moratorium on processing claims, as well as new requirements for reporting beneficial owners coming in 2023 which have tight 30-day reporting deadlines. They also cover the IRS's changing audit focus to target more complex returns like partnerships and hig…
  continue reading
 
In this bonus episode of Federal Tax Updates, co-host Roger Harris provides witness testimony to the United States House Committee on Ways and Means Oversight Subcommittee Hearing on the Employee Retention Tax Credit Experience: Confusion, Delays, and Fraud. Roger and other tax experts break down the issues small businesses and tax professionals ha…
  continue reading
 
In this episode, Roger and Annie cover recent federal tax updates and urge tax professionals to gear up for the October 15 extension by assessing their performance and contemplating tax software changes. They delve into rising IRS audit notices for the Employee Retention Credit (ERC), the new 1099-K reporting threshold, the IRS's halt on surprise v…
  continue reading
 
The drama and confusion around Employee Retention Credits continues into 2023 with new guidance creating more questions than answers. In this episode, Roger and Annie provide an update on the latest ERC developments, including new problems facing practitioners and small business owners as well as lingering unresolved issues around amending returns,…
  continue reading
 
On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE…
  continue reading
 
On this episode Roger and Annie discuss expiring tax provisions, the latest on ERC audits, the resumption of student loan payments, and IRS budget challenges. They provide guidance on planning for changes, spotting fraudulent ERC providers, and embracing technology to thrive as a firm. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get N…
  continue reading
 
On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize t…
  continue reading
 
This week, Roger and Annie cover the latest news. First, they discuss the launch of the ERC audits, then move on to the impact the debt-ceiling agreement will have on the IRS. They also cover the annual IRS "Dirty Dozen" worst tax scams. To wrap things up, Roger recaps his latest trip to Washington, DC. Sponsors Padgett - Contact Padgett or Email J…
  continue reading
 
This week, Roger and Annie deviate from their normal tax update chats to have a deep discussion about the current state of the accounting profession and how you can use this post tax season downtime to improve your firm. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkC…
  continue reading
 
Annie and Roger discuss how tax season isn't over yet due to 50,000 ERC claims per week being filed with the IRS. They also go into detail on how to handle incorrect and potentially fraudulent claims. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/C…
  continue reading
 
Annie and Roger reflect on the 2023 tax season and suggest some ways firms and their teams can start making changes for the 2024 tax season. They also dive into some upcoming federal tax issues that tax professionals and their clients will face throughout the next year. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CP…
  continue reading
 
In this episode, Annie and Roger discuss The Corporate Transparency Act of 2021, what it mandates, and which companies will be affected. They also debate how this act affects the practitioner community and touch on the Dirty Dozen, give some updates on ERC, and how the $80 billion IRS funding is being used. Sponsors Padgett - Contact Padgett or Ema…
  continue reading
 
In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course…
  continue reading
 
Roger and Annie discuss the changes in the SECURE 2.0 Act of 2022 and how this impacts small business owners with regards to offering retirement plans to their employees. They also talk about recent changes in IRS regulations that could prove beneficial to taxpayers dealing with ERC. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NAS…
  continue reading
 
On this episode of Federal Tax Updates, Annie and Roger focus on tips (the monetary kind), including an industry overview, current challenges with tip reporting, and tip credits. They also examine Notice 2023-13, and the proposed procedure that would establish the Service Industry Tip Compliance Agreement (SITCA) program and talk tax policy and pol…
  continue reading
 
Roger and Annie discuss Congress and IRS roles when it comes to taxes, how tax code is used to encourage behaviors, how tax policy scoring works, and explain deductions versus credits. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening …
  continue reading
 
Who is the Taxpayer Advocate, what do they do, what was in their latest report, what does this report mean, and how can tax practitioners assist in these efforts? Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links…
  continue reading
 
Kick off tax season with the Inflation Reduction Act of 2022, the Employee Retention Credit, K-2s and K-3s, the latest 1099s changes, and updates to tax brackets, standard deductions, and mileage rates. Join Roger and Annie for this premier episode of Federal Tax Updates! Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved …
  continue reading
 
Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Follow the Federal Tax Updates Podcast on Social Media twitter.com/FedTaxPod facebook.com/FedTaxPod linkedin.com/showcase/fedtaxpod Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Po…
  continue reading
 
Loading …

Gyors referencia kézikönyv