Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Appears in 51 Episodes
Tax Season Aftermath
Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status...
Inside the IRS: A Conversation with Terry Lemons
For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Lia...
Circular 230 Changes: What Practitioners Need to Know
Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues ...
BOI Relief, Tax Reform, and IRS Restructuring
Roger and Annie provide critical updates on the Treasury Department's decision to halt Corporate Transparency Act penalties and enforcement requirements, bringing reli...
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights
Roger and Annie explore major changes affecting tax professionals in early 2024, including significant staffing changes at the IRS and ongoing uncertainty around Benef...
IRS Funding, Tax Gaps, and Modern Tech
Former IRSAC Chair Annette Nellen joins Roger and Annie to discuss critical challenges facing the IRS and tax administration. The conversation explores the growing tax...
Tax Season Kickoff
Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive b...
Crypto for Tax Pros
Crypto tax expert Amir Marmar of JFDI Accountants breaks down the complexities of cryptocurrency taxation and shares guidance on when tax professionals should handle c...
Tax Season 2025: Changes, Challenges, and Uncertainties
Annie and Roger discuss crucial tax updates as 2024 draws to a close, including the recent injunction against beneficial ownership reporting requirements, the evolving...
1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing
Special guest Wendy Walker, VP of Regulatory Affairs at Sovos and Chair of IRSAC's Information Reporting Committee, breaks down the latest developments in 1099-K repor...
What You Need to Know About Beneficial Ownership Information Reporting | Part 2
In Part 2 of their BOI series, Roger and Annie tackle the most challenging aspects of beneficial ownership reporting requirements, focusing on determining who qualifie...
What You Need to Know About Beneficial Ownership Information Reporting | Part 1
In part 1 of this 2-part series, Annie and Roger dive into the complexities of the new Beneficial Ownership Information (BOI) reporting requirements. They discuss who ...
Elections, Tax Changes, and Compliance Deadlines
Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming election on tax law, o...
Live From The Dallas IRS Tax Forum
Join Roger and Annie on this special episode, as they take you behind the scenes at the IRS National Tax Forum in Dallas. Through interviews with key figures from the ...
New Programs, Looming Deadlines, and Forum Insights
Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. They discuss the o...
The ERC Landscape with Hale Sheppard
This podcast episode features tax controversy expert Hale Sheppard discussing the latest developments and challenges surrounding Employee Retention Credit (ERC) claims...
Solving the Staffing Crisis in Accounting Firms
In episode, Jeff Phillips, CEO of Padgett and founder of AccountingFly, joins Roger Harris and Annie Schwab to discuss the challenges of recruiting and retaining talen...
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...