Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Appears in 68 Episodes
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...