Best FTB Podcasts (2024)

1
Income Booster: It’s a game changer 19:47

3h ago19:47

19:47

Are you ready to help your clients take on affordability? Derek Adams, National Account Lead is joined by Jen Lloyd, Head of Products and Propositions and Andy Charalambous, BDM as they key into why Income Booster (aka JBSP) can be a game changer for your first time buyers and people struggling to get back onto the ladder.…

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

5h 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
New Build: Skipton Talks with Mortgage Strategy: Exploring Trends and Challenges in the Housing Market – Mortgage Strategy 33:27

1M ago33:27

33:27

Join host Kimberley Dondo on Skipton Talks with Mortgage Strategy as she delves into the latest trends and challenges in the housing market with guests Jonathan Evans from Skipton Building Society for Intermediaries and John Doughty from Just Mortgages. From market trends to first-time buyers’ needs and innovation in government schemes and lender p…

1
LLC filing essentials: what every tax pro needs to know 4:31

3M ago4:31

4:31

This week we’re covering what a tax professional needs to know about LLC filing requirements.

1
Improvements made to MyFTB account 4:33

3M ago4:33

4:33

This week we’re covering some enhancements to the MyFTB account system that have improved and streamlined the user experience.

1
FTB is going after out-of-state preparers 5:21

3M ago5:21

5:21

This week, we’re covering the requirement for a nonresident sole proprietor to pay California tax on income received from California.

1
Key nonconformity issues for 2023 returns 4:11

3M ago4:11

4:11

This week we’re covering some key California nonconformity issues for 2023 returns.

1
Watch out for these common filing season traps 4:45

4M ago4:45

4:45

This week we’re covering some filing season traps that taxpayers can fall into, and what to watch out for to avoid these costly mistakes.

1
How to become a California nonresident 3:25

4M ago3:25

3:25

This week we’re covering what a taxpayer moving out of California needs to do to break ties with the state and actually become a nonresident.

1
Passthrough entities have until end of year to maximize federal tax benefits of elective tax 4:19

4M ago4:19

4:19

This week we’re covering why a passthrough entity that made the passthrough entity tax election may want to pay the remainder of the tax by December 31.

1
Some older POA declarations set to expire December 31, 2023 3:59

4M ago3:59

3:59

This week we’re covering some older Power of Attorney declarations set to expire at the end of this year, and how to see which declarations are affected in MyFTB.

1
Annual tax exemption expiring in 2024 for certain entities 4:34

5M ago4:34

4:34

This week we’re covering the expiration of the temporary exemption for the $800 annual tax that’s available for new LPs, LLCs, and LLPs.

1
Splitting refunds when taxpayers divorce 4:01

5M ago4:01

4:01

This week, we’re covering tips for splitting refunds when taxpayers divorce.

1
Green: Skipton Talks with Mortgage Strategy: Mortgage Revolution Green Innovations Inclusion Insights/ 26:49

5M ago26:49

26:49

Join Kimberley Dondo, digital content manager at Mortgage Strategy, in an engaging discussion on the latest episode of Skipton Talks with Mortgage Strategy. She's joined by Lucy Lewis, National Accounts Lead at Skipton, and Robert Sinclair, CEO at AMI. Discover insights into lender innovation and its impact on first-time buyers, along with Skipton’…

1
California conformity/nonconformity to the SECURE 2.0 Act 4:37

5M ago4:37

4:37

This week we’re covering California conformity and nonconformity to various SECURE 2.0 Act provisions.

1
Verifying estimated tax payments with the FTB 4:50

6M ago4:50

4:50

This week we’re covering some things to keep in mind when verifying estimated tax payments with the FTB.

1
One-time penalty abatement implemented 3:19

6M ago3:19

3:19

This week we’re covering the FTB’s new one-time penalty abatement provision, which goes into effect for tax years beginning on or after January 1, 2022.

1
California tax basis capital account reporting is coming 4:34

6M ago4:34

4:34

This week we’re covering California’s tax basis capital account reporting requirement, which goes into effect after a two-year delay.

1
Avoid unclaimed property fines: get into compliance 3:53

6M ago3:53

3:53

This week we’re covering the Unclaimed Property Voluntary Compliance Program to help businesses come into compliance with the unclaimed property reporting requirements.

1
How gross income from tiered LLCs impacts the LLC fee 3:57

6M ago3:57

3:57

This week we’re covering how gross income from tiered LLCs impacts the LLC fee calculation.

1
California LLC electing S corporation treatment 4:33

7M ago4:33

4:33

This week we’re covering some issues that an LLC may face when it elects to be treated as an S corporation, and what the best course of action is.

1
FTB: Skipton Talks with Mortgage Introducer: Maximising opportunities for first time-buyers 24:45

7M ago24:45

24:45

Listen to the podcast from MI Talk with Jen Lloyd Head of Mortgage Products and Proposition at Skipton and James Kinns New Build Director at the Mortgage Store delve into what buying a home looks like in 2023, the options available to first time buyers, and what the future holds. There’s never been a tougher time to be a first-time home buyer. With…

1
How to handle identity verification notices from the FTB 3:19

7M ago3:19

3:19

This week we’re covering identity verification notices from the FTB and the best way to handle these notices.

1
Proposition 19 questions answered 4:13

7M ago4:13

4:13

This week we’re covering some questions we continue to receive about intergenerational property transfers under Proposition 19.

1
Passthrough entity tax: to elect or not to elect? 4:23

7M ago4:23

4:23

This week we’re talking about considerations for whether and how to make a passthrough entity tax election for 2022 and/or 2023.

1
CalSavers and California’s retirement mandate 3:59

8M ago3:59

3:59

This week we’re discussing CalSavers enforcement notices and what to do if an employer receives one.

1
The e-pay mandate: don’t combine California estimates 4:02

8M ago4:02

4:02

This week we’re covering avoiding the e-pay requirement, which may apply to a taxpayer if they combine estimate payments and exceed the threshold.

1
Going from a SMLLC to a multimember LLC (or vice versa) 3:40

8M ago3:40

3:40

This week we’re talking about some things to keep in mind when a single-member LLC becomes a multi-member LLC, or vice versa.

1
October 16 storm-related postponement traps to watch out for 4:13

8M ago4:13

4:13

This week we’re covering some traps to watch out for regarding the filing postponement to October 16.

1
Watch out for potential traps when paying passthrough entity taxes 4:27

8M ago4:27

4:27

This week we’re covering some potential traps to watch out for when paying passthrough entity taxes.

1
ERC refunds and California returns, practitioner questions answered 4:01

9M ago4:01

4:01

This week we’re covering questions we’ve been receiving from practitioners regarding Employee Retention Credit refunds and California returns.

1
New business personal property form for short-term rentals 5:00

9M ago5:00

5:00

This week we’re talking about the new business personal property reporting requirement for owners of short-term rentals.

1
When do you need to file Form FTB 3840? 5:06

9M ago5:06

5:06

This week we’re covering when taxpayers need to file Form FTB 3840, which is used for reporting like-kind exchanges.

1
What to do if an LLC filed a partnership return 3:19

9M ago3:19

3:19

This week we’re covering what to do if an LLC filed a partnership return when it shouldn’t have.

1
No long-term care insurance tax in California...yet 4:33

10M ago4:33

4:33

This week we’re covering what a long-term care insurance tax might look like if one were to be enacted in California.

1
Help clients avoid tax when retiring outside California 3:52

10M ago3:52

3:52

This week we’re talking about a way you can help clients avoid tax when they retire outside of California, by structuring payouts to take advantage of a carveout from California taxation.

1
E-file issues that cause filing rejections 4:03

10M ago4:03

4:03

This week we’re covering the top reasons for e-file rejections for business and individual returns.

1
How to respond when clients call about the new California Paid Sick Leave grants 3:33

10M ago3:33

3:33

This week we’re covering how to respond when clients call about the new California Paid Sick Leave grants.

1
FTB continues their outreach letter campaign 3:48

10M ago3:48

3:48

This week we’re covering the FTB’s letter campaign regarding Schedule A and Schedule C deductions and what taxpayers should do if they receive one of these letters.

1
Passthrough entity tax elections and superseding returns 3:29

11M ago3:29

3:29

This week we’re covering the passthrough entity tax election and how to make the election on a superseding return, which the FTB defines somewhat differently than the IRS.

1
Know the filing requirements when exchanging California property 4:41

11M ago4:41

4:41

This week we’re discussing filing California’s Form 3840, which is filed when California property is exchanged for out-of-state property.

1
Storm postponements delay June 15 payments 4:26

11M ago4:26

4:26

This week we’re covering how the filing and payment extension affects the June 15 prepayment deadline for the passthrough entity elective tax and the LLC gross receipts fee.

1
Nonresident sole proprietor income taxability 5:14

11M ago5:14

5:14

This week we’re covering nonresident sole proprietor income and California taxability, along with a recent OTA decision regarding an out-of-state accountant.

1
Product: Skipton Talks with Mortgage Strategy: Track Record Mortgage - no deposit needed! 28:52

12M ago28:52

28:52

In this podcast, Kimberley Dondo is joined by Charlotte Harrison, CEO of Home Financing at Skipton Building Society, and Andrew Montlake, MD at Coreco, to discuss the new, no-deposit, Track Record Mortgage.

1
California’s one-time penalty abatement program is now live 3:39

12M ago3:39

3:39

This week we’re talking about California’s new one-time penalty abatement program.

1
How to minimize the impending SDI tax increase 4:29

12M ago4:29

4:29

1
More information on the October 16 disaster postponement 5:13

12M ago5:13

5:13

This week we’re covering some questions that we’ve been receiving from practitioners on the October 16 disaster postponement due to the California winter storms.

1
Product: Skipton Talks with Mortgage Strategy: Buy to Let 21:16

1y ago21:16

21:16

Skipton Talks with Mortgage Strategy, in this podcast Skiptons, Interim CEO Home Financing – Charlotte Harrison is joined by Aneisha Beveridge Head of Research at Hamptons as they discuss hot topics in the Buy to Let market.

1
New Build: Skipton Talks with Mortgage Introducer: How brokers can help their clients to overcome the-affordability challenge 25:05

1y ago25:05

25:05

Listen to the podcast from MI Talk with Jonathan Scrivens from Skipton and Craig Hall Director of New Homes at LSL Financial Services reveal key insights into the new build market. Against the backdrop of a volatile economy and rising interest rates, many first-time buyers are questioning whether they will ever be able to enter the property market.…

1
SECURE 2.0 Act conformity issues 4:43

1y ago4:43

4:43

This week we’re discussing California conformity to the SECURE 2.0 Act.

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