Tax Season Aftermath

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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

72 episodes

5 days ago

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

All content for Federal Tax Updates is the property of Roger Harris, EA and Annie Schwab, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Tax Season Aftermath

Federal Tax Updates

54 minutes

6 months ago

Tax Season Aftermath

Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.

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(00:00) - Welcome Back to Federal Tax Updates
(02:02) - Post-Tax Season Reflections
(03:18) - Employee Retention Credit Updates
(12:20) - Beneficial Ownership Information Reporting
(18:55) - Current Legislative Landscape in DC
(25:34) - IRS Staffing and Morale Issues
(31:37) - Challenges Facing the IRS
(37:27) - Post-Tax Season Business Strategies
(42:08) - Client Management and Pricing Strategies
(47:11) - Maximizing Client Relationships and Billing Opportunities
(51:07) - Preparing for the Next Tax Season
(52:46) - Summer Plans and Final Thoughts

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Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

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