Artwork

Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ready, Set, File! Tax Season 2024 Updates

52:20
 
Share
 

Manage episode 403349791 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

40 episodes

Artwork
iconShare
 
Manage episode 403349791 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

40 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide