Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Appears in 30 Episodes
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...
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.