Getting Ready for the 2024 Tax Season

Federal Tax Updates

Contenido proporcionado por Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Earmark Media, Roger Harris, EA, Annie Schwab, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

8M ago 58:04

MP3•Episodio en casa

Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting rules.

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(00:00) - Welcome to Federal Tax Updates
(04:07) - Preparing for next tax season
(06:48) - IRS updates
(11:02) - ERC updates
(22:04) - Withdrawing ERC claims
(31:47) - Repaying ERC funds
(41:44) - Beneficial ownership reporting
(51:35) - Timing of beneficial ownership reporting

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Annie Schwab

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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