Podcast Episodes
Back to SearchGearing Up for Q4: Tax Prep Tips and Insights
Episode 16
In this episode, Roger and Annie cover recent federal tax updates and urge tax professionals to gear up for the October 15 extension by assessing the…
2 years, 9 months ago
The ERC Rollercoaster Continues
Episode 15
The drama and confusion around Employee Retention Credits continues into 2023 with new guidance creating more questions than answers. In this episode…
2 years, 10 months ago
Level Up: Tax Practice Growth Tips
Episode 14
On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, …
2 years, 10 months ago
Tax Planning for 2023: Provisions on the Chopping Block
Episode 13
On this episode Roger and Annie discuss expiring tax provisions, the latest on ERC audits, the resumption of student loan payments, and IRS budget ch…
2 years, 11 months ago
Making Changes to Your Tax Firm: A Summer Reflection
Episode 12
On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current busines…
2 years, 11 months ago
The Dirty Dozen Tax Scams of 2023
Episode 11
This week, Roger and Annie cover the latest news. First, they discuss the launch of the ERC audits, then move on to the impact the debt-ceiling agree…
3 years ago
Post Tax Season Firm Improvements
Episode 10
This week, Roger and Annie deviate from their normal tax update chats to have a deep discussion about the current state of the accounting profession …
3 years, 1 month ago
Handling Incorrect ERC Claims
Episode 9
Annie and Roger discuss how tax season isn't over yet due to 50,000 ERC claims per week being filed with the IRS. They also go into detail on how to …
3 years, 1 month ago
Reflecting on the 2023 Tax Season and Planning for 2024 & Beyond
Episode 8
Annie and Roger reflect on the 2023 tax season and suggest some ways firms and their teams can start making changes for the 2024 tax season. They als…
3 years, 2 months ago
Corporate Transparency Act of 2021
Episode 7
In this episode, Annie and Roger discuss The Corporate Transparency Act of 2021, what it mandates, and which companies will be affected. They also de…
3 years, 2 months ago