Fraud Claims and Client Trust
Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third-party fraud claims.
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with Dave
https://www.linkedin.com/in/dave-gribben-52439961
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
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
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
- (00:00) - Welcome To Federal Tax Updates
- (04:30) - Communicating with clients at the start of the pandemic
- (08:11) - Making information available as a service to the community
- (10:03) - Transitioning to a remote work model
- (17:18) - Handling client expectations around ERC
- (26:42) - Preparing for audits and potential repayment
- (36:54) - Importance of staying informed on programs like ERC
- (43:51) - IRS guidance delaying Form 1099-K requirement
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with Dave
https://www.linkedin.com/in/dave-gribben-52439961
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
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
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Creators and Guests
Guest
Dave Gribben
Dave joined the Padgett Business Advisors Barrington® family in 2011. The reason for his move to Padgett was clear: It offered him access to some of the best tax minds in America while providing systems and people with outstanding service and support, allowing him to help his clients succeed. Dave graduated from Northwestern University and earned an EMBA from Case Western Reserve University, receiving a Distinction in Academic Excellence. Dave has more than 20 years of experience in a broad range of positions, from finance, mergers & acquisitions, and operations to sales and marketing. Over the years, he’s worked with small business startups, long-time family businesses, and large, multinational corporations. In addition, Dave has served in an adjunct faculty role at the Weatherhead School of Management at Case Western Reserve University, and he has taught multiple classes in Entrepreneurship and Business Management. Dave is passionate about using his background and experience to help his small business owners create stronger, more profitable businesses. He understands the importance of building meaningful and productive relationships, and he knows that his role involves more than just providing clients with information.