Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Appears in 6 Episodes
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...
Don’t Miss These Deductions or Credits
Roger and Annie discuss Congress and IRS roles when it comes to taxes, how tax code is used to encourage behaviors, how tax policy scoring works, and explain deduction...
State of the IRS
Who is the Taxpayer Advocate, what do they do, what was in their latest report, what does this report mean, and how can tax practitioners assist in these efforts?Get N...
Tax Season Kickoff
Kick off tax season with the Inflation Reduction Act of 2022, the Employee Retention Credit, K-2s and K-3s, the latest 1099s changes, and updates to tax brackets, stan...
The Best Tax Podcast for CPAs, EAs, and Tax Preparers
Keep up to date on the latest federal tax information, directly from tax practitioners. Earn NASBA approved CPE and IRS approved CE credits for listening.