Annie Schwab, CPA

Annie Schwab, CPA

Franchisee Operations Manager at Padgett Business Services

Appears in 34 Episodes

What Small Businesses Need to Know about New Overtime Rules

This episode of the Federal Tax Updates Podcast explores recent changes in employment law that impact small businesses. Hosts Roger  and Annie discuss new overtime rul...

Handling IRS Notices Like a Pro

In this episode, Roger and Annie dive into the world of IRS notices. They discuss the most common types of notices, like the CP2000 matching notice, and share strategi...

Summer Strategies for Savvy Tax Professionals

In this episode, Roger and Annie discuss a variety of tax-related topics, including updates on the Beneficial Ownership Information (BOI) reporting requirements, and t...

Tax Season Reflections

Roger and Annie review how the 2024 tax filing season went, discussing improvements in IRS customer service metrics but also lingering issues like postal delays. They ...

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...

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...

Tax Planning for 2023: Provisions on the Chopping Block

On this episode Roger and Annie discuss expiring tax provisions, the latest on ERC audits, the resumption of student loan payments, and IRS budget challenges. They pro...

Making Changes to Your Tax Firm: A Summer Reflection

On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a bett...

The Dirty Dozen Tax Scams of 2023

This week, Roger and Annie cover the latest news. First, they discuss the launch of the ERC audits, then move on to the impact the debt-ceiling agreement will have on ...

Post Tax Season Firm Improvements

This week, Roger and Annie deviate from their normal tax update chats to have a deep discussion about the current state of the accounting profession and how you can us...

Handling Incorrect ERC Claims

Annie and Roger discuss how tax season isn't over yet due to 50,000 ERC claims per week being filed with the IRS. They also go into detail on how to handle incorrect a...

Reflecting on the 2023 Tax Season and Planning for 2024 & Beyond

Annie and Roger reflect on the 2023 tax season and suggest some ways firms and their teams can start making changes for the 2024 tax season. They also dive into some u...

Corporate Transparency Act of 2021

In this episode, Annie and Roger discuss The Corporate Transparency Act of 2021, what it mandates, and which companies will be affected. They also debate how this act ...

Form 4868: Extension of Time To File U.S. Individual Income Tax Return

In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also p...

Breaking Down the SECURE Act 2.0

Roger and Annie discuss the changes in the SECURE 2.0 Act of 2022 and how this impacts small business owners with regards to offering retirement plans to their employe...

Tip Jars - Where Policy and Politics Collide

On this episode of Federal Tax Updates, Annie and Roger focus on tips (the monetary kind), including an industry overview, current challenges with tip reporting, and t...

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