Getting Ready for the 2024 Tax Season

Federal Tax Updates

コンテンツは Earmark Media, Roger Harris, EA, Annie Schwab, and CPA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Earmark Media, Roger Harris, EA, Annie Schwab, and CPA またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

1y ago 58:04

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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.

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(00:00) - Welcome to Federal Tax Updates
(04:07) - Preparing for next tax season
(06:48) - IRS updates
(11:02) - ERC updates
(22:04) - Withdrawing ERC claims
(31:47) - Repaying ERC funds
(41:44) - Beneficial ownership reporting
(51:35) - Timing of beneficial ownership reporting

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Annie Schwab

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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.

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