Getting Ready for the 2024 Tax Season
- Author
- Roger Harris, EA and Annie Schwab, CPA
- Published
- Mon 20 Nov 2023
- Episode Link
- https://share.transistor.fm/s/d4cf0b36
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.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Welcome to Federal Tax Updates
- (03:51) - Preparing for next tax season
- (06:32) - IRS updates
- (10:46) - ERC updates
- (21:52) - Withdrawing ERC claims
- (31:35) - Repaying ERC funds
- (41:32) - Beneficial ownership reporting
- (51:23) - Timing of beneficial ownership reporting
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.
