All Episodes
Displaying 41 - 60 of 74 in total
Post-Tax Season Tune-Up
After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is join...
Surviving a Cyber Attack
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account ...
Charting Through the 2024 Tax Season Maelstrom
Tax professionals must steer through a complex maelstrom during the 2024 filing season. Roger and Annie serve as experienced guides, helping listeners chart a course a...
Corporate Transparency Act Ruled Unconstitutional
In this episode, Roger Harris is joined by special guest Blake Oliver to unpack some of the biggest tax stories making headlines. From a federal court ruling deeming a...
Excerpt: Corporate Transparency Act Ruled Unconstitutional
Here's an excerpt from next week's Federal Tax Updates podcast, Episode 27. Blake Oliver joins Roger to discuss the latest tax news headlines including how the Corpora...
Ready, Set, File! Tax Season 2024 Updates
As tax season kicks off, Annie and Roger discuss tips for practitioners and taxpayers, including using e-file and direct deposit for fastest refunds, being vigilant ab...
Navigating New Beneficial Ownership Rules
Roger and Annie kick off the 2024 tax season by explaining the new beneficial ownership reporting requirements under the Corporate Transparency Act. They detail who mu...
Your 2024 Tax Season Cheat Sheet
Get ready for the 2024 tax season with Roger and Annie! They cover critical deadlines, documentation tips, e-filing requirements, ERC updates, and other need-to-know ...
Why Become an EA
In this episode of Federal Tax Updates, hosts Roger Harris and Annie Schwab are joined by special guest Megan Killian, Executive Vice President of the National Associa...
The Long Road to Tax Certainty
With tax provisions constantly expiring and major questions looming about the future of the tax code, uncertainty reigns. Roger, Annie, and guest Thad Inge break down ...
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 t...
Building Financial Literacy and Trust with Small Business Clients
Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses ...
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 conver...
How to Withdraw an Employee Retention Credit (ERC) Claim
*This episode was originally recorded as a live webinar as part of Earmark's new Webinars+ seriesHas your client filed an Employee Retention Credit (ERC) claim with th...
Navigating Entity Selection for Small Businesses
Expert guest Jeff Darley joins Roger and Annie to discuss how to choose the right business entity for small business owners. They cover LLCs vs S-Corps, reasonable sal...
IRS Imposes Moratorium on ERC
Roger and Annie discuss updates on the employee retention tax credit, including the IRS's new moratorium on processing claims, as well as new requirements for reportin...
Roger Testifies to Congress About ERTC
In this bonus episode of Federal Tax Updates, co-host Roger Harris provides witness testimony to the United States House Committee on Ways and Means Oversight Subcommi...
Gearing Up for Q4: Tax Prep Tips and Insights
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 their performance and...
The ERC Rollercoaster Continues
The drama and confusion around Employee Retention Credits continues into 2023 with new guidance creating more questions than answers. In this episode, Roger and Annie ...
Level Up: Tax Practice Growth Tips
On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new t...