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What You Need to Know About Beneficial Ownership Information Reporting | Part 2

Episode 41

In Part 2 of their BOI series, Roger and Annie tackle the most challenging aspects of beneficial ownership reporting requirements, focusing on determ…

1 year, 8 months ago

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What You Need to Know About Beneficial Ownership Information Reporting | Part 1

Episode 40

In part 1 of this 2-part series, Annie and Roger dive into the complexities of the new Beneficial Ownership Information (BOI) reporting requirements.…

1 year, 8 months ago

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How Modern Firm Owners are Addressing Common Industry Woes

Zach Warren from Thomson Reuters Institute and Amanda Aguillard from Padgett dive into the pressing challenges facing modern accounting firms, partic…

1 year, 8 months ago

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Elections, Tax Changes, and Compliance Deadlines

Episode 39

Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming elec…

1 year, 9 months ago

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Live From The Dallas IRS Tax Forum

Episode 38

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…

1 year, 9 months ago

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New Programs, Looming Deadlines, and Forum Insights

Episode 37

Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. …

1 year, 10 months ago

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The ERC Landscape with Hale Sheppard

Episode 36

This podcast episode features tax controversy expert Hale Sheppard discussing the latest developments and challenges surrounding Employee Retention C…

1 year, 10 months ago

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Solving the Staffing Crisis in Accounting Firms

Episode 35

In episode, Jeff Phillips, CEO of Padgett and founder of AccountingFly, joins Roger Harris and Annie Schwab to discuss the challenges of recruiting a…

1 year, 11 months ago

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What Small Businesses Need to Know about New Overtime Rules

Episode 34

This episode of the Federal Tax Updates Podcast explores recent changes in employment law that impact small businesses. Hosts Roger  and Annie discus…

1 year, 11 months ago

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Handling IRS Notices Like a Pro

Episode 33

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, …

2 years ago

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