Getting Ready for the 2024 Tax Season

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.

Padgett -  Contact Padgett or Email Jeff Phillips

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

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Creators and Guests

Annie Schwab, CPA
Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Roger Harris, EA
Roger Harris, EA
President at Padgett Business Services
Getting Ready for the 2024 Tax Season
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