Podcast Episodes
Back to SearchYour 2024 Tax Season Cheat Sheet
Episode 24
Get ready for the 2024 tax season with Roger and Annie! They cover critical deadlines, documentation tips, e-filing requirements, ERC updates, and o…
2 years, 4 months ago
Why Become an EA
In this episode of Federal Tax Updates, hosts Roger Harris and Annie Schwab are joined by special guest Megan Killian, Executive Vice President of th…
2 years, 5 months ago
The Long Road to Tax Certainty
Episode 23
With tax provisions constantly expiring and major questions looming about the future of the tax code, uncertainty reigns. Roger, Annie, and guest Tha…
2 years, 5 months ago
Fraud Claims and Client Trust
Episode 22
Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overc…
2 years, 6 months ago
Building Financial Literacy and Trust with Small Business Clients
Episode 21
Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinter…
2 years, 6 months ago
Getting Ready for the 2024 Tax Season
Episode 20
Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having t…
2 years, 7 months ago
How to Withdraw an Employee Retention Credit (ERC) Claim
Episode 19
*This episode was originally recorded as a live webinar as part of Earmark's new Webinars+ series
Has your client filed an Employee Retention Credit (…
2 years, 7 months ago
Navigating Entity Selection for Small Businesses
Episode 18
Expert guest Jeff Darley joins Roger and Annie to discuss how to choose the right business entity for small business owners. They cover LLCs vs S-Cor…
2 years, 8 months ago
IRS Imposes Moratorium on ERC
Episode 17
Roger and Annie discuss updates on the employee retention tax credit, including the IRS's new moratorium on processing claims, as well as new require…
2 years, 8 months ago
Roger Testifies to Congress About ERTC
In this bonus episode of Federal Tax Updates, co-host Roger Harris provides witness testimony to the United States House Committee on Ways and Means …
2 years, 9 months ago