Τα καλύτερα Federal Tax podcast (2024)

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Elections, Tax Changes, and Compliance Deadlines 53:15

7d ago53:15

53:15

Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming election on tax law, ongoing issues with the Employee Retention Credit, and the looming deadline for Beneficial Ownership Information reporting. The hosts provide insights on how to approach tax planning a…

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2024-09-09 More BOI Report Issues

21d ago

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This week we look at: Additional BOI clarifications from online discussions regarding a CPA firm’s reporting obligations and confusions about reporting by entities that don’t register with a state for formation but which do file tax returns An audio only version of this week’s broadcast can be streamed below: The slides and citations for this week’…

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2024-09-09 More BOI Reporting Issues 29:32

21d ago29:32

29:32

This week we look at: Additional BOI clarifications from online discussions regarding a CPA firm’s reporting obligations and confusions about reporting by entities that don’t register with a state for formation but which do file tax returns

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Live From The Dallas IRS Tax Forum 1:34:11

20d ago1:34:11

1:34:11

Join Roger and Annie on this special episode, as they take you behind the scenes at the IRS National Tax Forum in Dallas. Through interviews with key figures from the IRS, professional associations, and industry leaders, this special episode offers unique insights into the current state of tax practice and policy. Listeners will gain valuable persp…

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2024-09-03 BOI Review Time

27d ago

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This week we look at: DOJ has scheduled a December 2 hearing on the proposed rule to reschedule marijuana BOI reporting confusions that keep coming up as questions in online discussions - time to review An audio only version of this week’s broadcast can be streamed or downloaded below A PDF with this week’s slides and citations can be downloaded be…

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2024-09-03 BOI Review Time 58:57

27d ago58:57

58:57

This week we look at: DOJ has scheduled a December 2 hearing on the proposed rule to reschedule marijuana BOI reporting confusions that keep coming up as questions in online discussions - time to review

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New Programs, Looming Deadlines, and Forum Insights 50:28

1M ago50:28

50:28

Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. They discuss the ongoing challenges surrounding Beneficial Ownership Information reporting requirements and their potential impact on tax practitioners. The hosts also preview their upcoming live podca…

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2024-08-26 IRS ERC Notices of Denial-Comments of the Taxpayer Advocate

1M ago

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This week we look at: IRS announces the reopening of the ERC Voluntary Disclosure Program on somewhat less generous terms then the first program provided National Taxpayer Adviser discusses issues related to ERC Notices of Disallowance issued by the IRS An audio only version of this week’s update can be streamed or downloaded below A PDF with slide…

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2024-08-26 IRS ERC Notices of Denial-Comments of the Taxpayer Advocate 1:03:58

1M ago1:03:58

1:03:58

This week we look at: IRS announces the reopening of the ERC Voluntary Disclosure Program on somewhat less generous terms then the first program provided National Taxpayer Adviser discusses issues related to ERC Notices of Disallowance issued by the IRS Copyright 2024, Kaplan, Inc.

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2024-08-12 Internet Frauds and Section 165

2M ago

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This week we look at Online scams and tax deductions - why how that online scammer you found on a dating site manages to take your money can make a big tax difference IRS announces next steps in ERC program, will begin sending some checks in September An audio only version of this week’s session can be downloaded and streamed below: A PDF with copi…

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2024-08-05 House Passed Tax Bill Fails to Clear Cloture Vote in the Senate

2M ago

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This week we look at: Tax bill fails to clear a procedural vote in the Senate, reducing the likelihood we’ll see the bill enacted before this Congress leaves office US District Court declines to issue preliminary injunction requiring the IRS to terminate the ERC claim moratorium, but finds much the court liked in the plaintiff’s arguments. An audio…

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2024-08-05 House Passed Tax Bill Fails to Clear Cloture Vote in the Senate 57:55

2M ago57:55

57:55

This week we look at: Tax bill fails to clear a procedural vote in the Senate, reducing the likelihood we’ll see the bill enacted before this Congress leaves office US District Court declines to issue preliminary injunction requiring the IRS to terminate the ERC claim moratorium, but finds much the court liked in the plaintiff’s arguments.…

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The ERC Landscape with Hale Sheppard 54:11

2M ago54:11

54:11

This podcast episode features tax controversy expert Hale Sheppard discussing the latest developments and challenges surrounding Employee Retention Credit (ERC) claims. Sheppard provides insights into IRS audit processes, potential penalties for ERC promoters, and the complexities of defending ERC claims. The conversation covers recent IRS announce…

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2024-07-29 More IRS ERC Guidance

2M ago

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This week we look at: FinCEN adds two more questions to BOI FAQ page IRS adds five new warning signs for problematic ERC claims and announces new developments coming in ERC enforcement Chief Counsel Memorandum outlines position on tax exempt organizations dealing with §52 provisions for ERC An audio only broadcast can be streamed or downloaded belo…

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2024-07-29 More IRS ERC Guidance 1:07:44

2M ago1:07:44

1:07:44

This week we look at: FinCEN adds two more questions to BOI FAQ page IRS adds five new warning signs for problematic ERC claims and announces new developments coming in ERC enforcement Chief Counsel Memorandum outlines position on tax exempt organizations dealing with §52 provisions for ERC

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2024-07-22 IRA Finalizes RMD Regulations

2M ago

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This week we look at: Taxpayer can’t simply rely on tax software when preparing their return, even if they aren’t being nominated for Secretary of Treasury IRS finalizes SECURE Act/SECURE 2.0 Act required minimum distributions regulations IRS proposed regulations address the problem of determining the applicable age for those born in 1959 An audio …

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2024-07-22 IRA Finalizes RMD Regulations 50:19

2M ago50:19

50:19

This week we look at: Taxpayer can’t simply rely on tax software when preparing their return, even if they aren’t being nominated for Secretary of Treasury IRS finalizes SECURE Act/SECURE 2.0 Act required minimum distributions regulations IRS proposed regulations address the problem of determining the applicable age for those born in 1959…

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Solving the Staffing Crisis in Accounting Firms 57:50

3M ago57:50

57:50

In episode, Jeff Phillips, CEO of Padgett and founder of AccountingFly, joins Roger Harris and Annie Schwab to discuss the challenges of recruiting and retaining talent in the accounting industry. They explore innovative solutions including remote work, offshore talent, and domestic freelancers as part of a new "talent stack" for firms. The convers…

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2024-07-15 BOI Updates

3M ago

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This week we look at: FinCEN updates the FAQs for BOI reporting, adding information about entities that cease to exist New Jersey Committee on Unauthorized Practice of Law releases letter outlining when CPAs and EAs may prepare and/or file BOI reports for clients without the assistance of an attorney Another PLR issued for missed ESBT elections for…

1
2024-07-15 BOI Updates 50:25

3M ago50:25

50:25

This week we look at: FinCEN updates the FAQs for BOI reporting, adding information about entities that cease to exist New Jersey Committee on Unauthorized Practice of Law releases letter outlining when CPAs and EAs may prepare and/or file BOI reports for clients without the assistance of an attorney Another PLR issued for missed ESBT elections for…

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2024-07-08 Supreme Court Makes It Easier to Challenge Regulations

3M ago

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This week we look at End of term US Supreme Court cases that will likely impact challenges to Treasury regulations, overturning the concept of Chevron deference and extending the statute to challenge regulations under the Administrative Procedures Act An audio only version of this week’s broadcast can be streamed for downloaded below: A PDF with a …

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2024-07-08 Supreme Court Makes It Easier to Challenge Regulations 56:55

3M ago56:55

56:55

This week we look at End of term US Supreme Court cases that will likely impact challenges to Treasury regulations, overturning the concept of Chevron deference and extending the statute to challenge regulations under the Administrative Procedures Act

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What Small Businesses Need to Know about New Overtime Rules 53:10

3M ago53:10

53:10

This episode of the Federal Tax Updates Podcast explores recent changes in employment law that impact small businesses. Hosts Roger and Annie discuss new overtime rules, including updated salary thresholds for exempt employees, as well as guidelines for hiring family members and the benefits of doing so. They also cover recent developments in non-c…

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2024-07-01 IRS to Eventually Automate FTA Relief

3M ago

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This week we look at: Ninth Circuit rules that statute of limitations for the IRS to sue for recovery of erroneous refund begins when the check clears the Federal Reserve and is approved for payment by the US Treasury IRS National Taxpayer Advocate announces the IRS will automate FTA abatement of penalties beginning in 2026 Attorneys report some ER…

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2024-07-01 IRS to Eventually Automate FTA Relief 54:25

3M ago54:25

54:25

This week we look at: Ninth Circuit rules that statute of limitations for the IRS to sue for recovery of erroneous refund begins when the check clears the Federal Reserve and is approved for payment by the US Treasury IRS National Taxpayer Advocate announces the IRS will automate FTA abatement of penalties beginning in 2026 Attorneys report some ER…

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2024-06-24 Supreme Court Upholds the 965 Transition Tax

3M ago

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This week we look at: Supreme Court rules, in a more divided than it may appear opinion, that the §965 transition tax is Constitutional, sustaining the result from the Ninth Circuit in the Moore case. IRS gives interim guidance for special distribution relief in the SECURE Act 2.0 for certain distributions. IRS indicates it will now be (slowly) pro…

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2024-06-24 Supreme Court Upholds the 965 Transition Tax 59:11

3M ago59:11

59:11

This week we look at: Supreme Court rules, in a more divided than it may appear opinion, that the §965 transition tax is Constitutional, sustaining the result from the Ninth Circuit in the Moore case. IRS gives interim guidance for special distribution relief in the SECURE Act 2.0 for certain distributions. IRS indicates it will now be (slowly) pro…

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Handling IRS Notices Like a Pro 53:20

3M ago53:20

53:20

In this episode, Roger and Annie dive into the world of IRS notices. They discuss the most common types of notices, like the CP2000 matching notice, and share strategies for responding effectively. They also highlight the benefits of setting up online accounts with the IRS for tax practitioners and taxpayers and provide tips for spotting potential …

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2024-06-17 Do Not Believe Your Chatbot on Tax Matters

4M ago

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This week we look at: IRS provides last minute relief for payment of second quarter corporate estimated tax payments related to corporate alternative minimum tax En-banc rehearing request denied in case of Farhy v. Commissioner by DC Circuit CPA pleads guilty to tax charges related to syndicated conservation easement program Taxpayer Advocate warns…

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2024-06-17 Do Not Believe Your Chatbot on Tax Matters 59:07

4M ago59:07

59:07

This week we look at: IRS provides last minute relief for payment of second quarter corporate estimated tax payments related to corporate alternative minimum tax En-banc rehearing request denied in case of Farhy v. Commissioner by DC Circuit CPA pleads guilty to tax charges related to syndicated conservation easement program Taxpayer Advocate warns…

1
2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance

4M ago

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This week we look at: US Supreme Court rules that a requirement to redeem the decedent’s shares cannot be considered to reduce the value of the entity, but life insurance proceeds received by the entity to fund the buyout will increase the value Taxpayer denied relief for late rollover when funds were accidentally transferred from employer plan to …

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2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance 52:34

4M ago52:34

52:34

This week we look at: US Supreme Court rules that a requirement to redeem the decedent’s shares cannot be considered to reduce the value of the entity, but life insurance proceeds received by the entity to fund the buyout will increase the value Taxpayer denied relief for late rollover when funds were accidentally transferred from employer plan to …

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Summer Strategies for Savvy Tax Professionals 46:02

4M ago46:02

46:02

In this episode, Roger and Annie discuss a variety of tax-related topics, including updates on the Beneficial Ownership Information (BOI) reporting requirements, and the Employee Retention Credit (ERC). They also cover issues with the postal service causing delays in tax payments reaching the IRS, the benefits of taxpayers and tax professionals set…

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2024-06-03 LLC as an S Corporation Issue

4M ago

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This week we look at: IRS announces that Direct File will continue into 2025 and be expanded while maintaining other programs A taxpayer finds its not so simple as just file a Form 2553 if you want to have an LLC taxed as an S corporation, but did realize the error fast enough to get a PLR to restore S status An audio only version of this week’s br…

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2024-06-03 LLC as an S Corporation Issue 51:29

4M ago51:29

51:29

This week we look at: IRS announces that Direct File will continue into 2025 and be expanded while maintaining other programs A taxpayer finds its not so simple as just file a Form 2553 if you want to have an LLC taxed as an S corporation, but did realize the error fast enough to get a PLR to restore S status…

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2024-05-27 Misleading Silences Are Sometimes Fine in Tax

4M ago

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This week we look at: Yet another PLR requested for missed QSST election after S shares moved to trust following death of a shareholder Tax preparer’s conviction for willfully filing false returns upheld on appeal despite his argument he had doing what he did for years Letters to taxpayer from IRS Appeals did not extend the time to file suit for a …

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2024-05-27 Misleading Silences Are Sometimes Fine in Tax 1:01:17

4M ago1:01:17

1:01:17

This week we look at: Yet another PLR requested for missed QSST election after S shares moved to trust following death of a shareholder Tax preparer’s conviction for willfully filing false returns upheld on appeal despite his argument he had doing what he did for years Letters to taxpayer from IRS Appeals did not extend the time to file suit for a …

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