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Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ready, Set, File! Tax Season 2024 Updates

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Manage episode 403349791 series 3436441
Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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, new disaster relief forms delaying state returns, and the importance of obtaining complete information before filing.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Federal Tax Updates Episode 26
  • (02:33) - Tips for Taxpayers and Practitioners
  • (04:48) - Understanding State Tax Laws
  • (06:54) - Challenges in Filing Business Returns
  • (12:23) - Importance of Security in Tax Preparation
  • (15:45) - Understanding Circular 230 and Practitioner's Responsibilities
  • (21:17) - Efficient Workflow Management during Tax Season
  • (29:01) - The Importance of Pricing Structure
  • (30:36) - Beware of Scammers: Protecting Your Practice
  • (34:16) - Employee Retention Credit: What You Need to Know
  • (44:27) - The Impact of Beneficial Ownership
  • (51:52) - Wrapping Up

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episoder

Artwork
iconDel
 
Manage episode 403349791 series 3436441
Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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, new disaster relief forms delaying state returns, and the importance of obtaining complete information before filing.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Federal Tax Updates Episode 26
  • (02:33) - Tips for Taxpayers and Practitioners
  • (04:48) - Understanding State Tax Laws
  • (06:54) - Challenges in Filing Business Returns
  • (12:23) - Importance of Security in Tax Preparation
  • (15:45) - Understanding Circular 230 and Practitioner's Responsibilities
  • (21:17) - Efficient Workflow Management during Tax Season
  • (29:01) - The Importance of Pricing Structure
  • (30:36) - Beware of Scammers: Protecting Your Practice
  • (34:16) - Employee Retention Credit: What You Need to Know
  • (44:27) - The Impact of Beneficial Ownership
  • (51:52) - Wrapping Up

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episoder

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