Best Enrolledagent Podcasts (2024)

1
Parent/child property tax transfers under Prop. 19 4:14

8h ago4:14

4:14

This week, we’re talking about changes that Proposition 19 made to transfers of California real property between parents and children.

1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

1h ago37:37

37:37

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…

1
Be the hero: Make sure your clients don’t lose out on withheld amounts 4:17

4h ago4:17

4:17

This week, we’re talking about nonwage withholding and some tips for tax pros to make sure clients don’t lose out on withheld amounts.

1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

3h ago36:06

36:06

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…

1
Inherited basis in joint tenancy assets 4:38

13d ago4:38

4:38

This week, we’re discussing how to determine the basis of inherited property that’s held in joint tenancy.

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

9d ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

1
Tips for filing Form FTB 3840 5:07

17d ago5:07

5:07

This week, we’re discussing some tips for filing Form 3840 to report certain like-kind exchanges.

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

6d ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

1
Help your clients avoid Web Pay errors 4:11

29d ago4:11

4:11

This week we’re covering common errors taxpayers make when using FTB’s Web pay system, and some tips for avoiding those mistakes.

1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

13d ago30:39

30:39

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…

1
Avoid these causes for POA rejections 4:28

1M ago4:28

4:28

This week, we’re covering reasons why the FTB may reject a Power of Attorney submission and tips for avoiding errors.

1
Administrative dissolution for nonoperating businesses 4:34

2M ago4:34

4:34

This week we’re covering the voluntary and involuntary administrative dissolution process for nonoperating entities.

1
Remote worker issues: two common scenarios 4:33

1M ago4:33

4:33

This week we’re covering two common scenarios that arise when employees are working remotely.

1
What does it mean to be “doing business” in California? 4:23

1M ago4:23

4:23

This week we’re covering what it means to be doing business in California for the purposes of filing returns and paying the annual or minimum franchise tax.

1
EDD is auditing loan-out corporations 5:00

2M ago5:00

5:00

This week, we’re discussing the use of loan-out corporations, which are in the crosshairs of the EDD for AB 5 purposes.

1
Real estate withholding and trusts 4:36

2M ago4:36

4:36

This week we’re covering how real estate withholding is reported when the property is owned by a trust.

1
California tax rates: what’s included? 4:54

2M ago4:54

4:54

This week we’re talking about what factors into a taxpayer’s tax rate and how it can add up.

1
FTB has started its annual outreach letter campaign 3:44

2M ago3:44

3:44

This week, we’re covering the FTB’s annual outreach campaign to certain taxpayers who filed Schedule A and Schedule C.

1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

3M ago44:15

44:15

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …

1
Worker classification and tax professionals 4:08

3M ago4:08

4:08

This week we’re covering when a tax professional may be classified as an employee versus an independent contractor, and exemptions from the application of the ABC test to tax professionals.

1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

3M ago25:52

25:52

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…

1
Be ready to make the June 17 passthrough entity tax prepayment 4:33

3M ago4:33

4:33

This week we’re covering some things to keep in mind about making the June 17 passthrough entity elective tax prepayment.

1
MyFTB multi-factor authentication coming soon 4:14

3M ago4:14

4:14

This week we’re discussing the FTB’s new multi-factor authentication process for MyFTB Accounts.

1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

3M ago33:19

33:19

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…

1
Are your clients just receiving 2022 LLC fee late-payment notices? 4:42

3M ago4:42

4:42

This week we’re covering LLC fee late-payment notices for 2022 that some taxpayers have only recently received.

1
Property tax increases for partial transfers 4:11

3M ago4:11

4:11

This week we’re talking about property tax increases for partial transfers of property.

1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

4M ago52:12

52:12

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…

1
Tax treatment of CalPERS long-term care premium settlement 3:43

4M ago3:43

3:43

This week we’re covering the tax treatment of CalPERS long-term care premium settlement payments.

1
Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast 35:37

4M ago35:37

35:37

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion …

1
Bill would ease passthrough entity tax prepayment requirement 4:41

4M ago4:41

4:41

This week we’re covering a bill that has been introduced which would allow entities to make a passthrough entity tax election even if they didn’t make a June 15 prepayment.

1
Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast 36:49

4M ago36:49

36:49

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About …

1
Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast 27:47

5M ago27:47

27:47

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares…

1
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast 44:24

6M ago44:24

44:24

On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software …

1
Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast 46:09

6M ago46:09

46:09

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (m…

1
Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast 25:57

6M ago25:57

25:57

On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his…

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