Podcast Episodes
Back to SearchSummer Strategies for Savvy Tax Professionals
Episode 32
In this episode, Roger and Annie discuss a variety of tax-related topics, including updates on the Beneficial Ownership Information (BOI) reporting r…
2 years ago
Roger Testifies to Congress About The Corporate Transparency Act
Roger testified April 30th, before the House Committee on Small Business. Roger was asked to speak on the small business perspective during a full co…
2 years, 1 month ago
Tax Season Reflections
Episode 31
Roger and Annie review how the 2024 tax filing season went, discussing improvements in IRS customer service metrics but also lingering issues like po…
2 years, 1 month ago
Post-Tax Season Tune-Up
Episode 30
After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this epis…
2 years, 2 months ago
Surviving a Cyber Attack
Episode 29
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her …
2 years, 2 months ago
Charting Through the 2024 Tax Season Maelstrom
Episode 28
Tax professionals must steer through a complex maelstrom during the 2024 filing season. Roger and Annie serve as experienced guides, helping listener…
2 years, 3 months ago
Corporate Transparency Act Ruled Unconstitutional
Episode 27
In this episode, Roger Harris is joined by special guest Blake Oliver to unpack some of the biggest tax stories making headlines. From a federal cour…
2 years, 3 months ago
Excerpt: Corporate Transparency Act Ruled Unconstitutional
Here's an excerpt from next week's Federal Tax Updates podcast, Episode 27. Blake Oliver joins Roger to discuss the latest tax news headlines includi…
2 years, 3 months ago
Ready, Set, File! Tax Season 2024 Updates
Episode 26
As tax season kicks off, Annie and Roger discuss tips for practitioners and taxpayers, including using e-file and direct deposit for fastest refunds,…
2 years, 4 months ago
Navigating New Beneficial Ownership Rules
Episode 25
Roger and Annie kick off the 2024 tax season by explaining the new beneficial ownership reporting requirements under the Corporate Transparency Act. …
2 years, 4 months ago