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Tax Season Kickoff
Manage episode 463416483 series 3436441
Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive bill versus two separate pieces of legislation. They provide critical updates on the ever-changing BOI regulations, including recent court injunctions and what practitioners should do while awaiting final resolution. The episode concludes with practical advice for tax professionals preparing for the upcoming tax season, covering everything from research tools and client management to pricing strategies and work-life balance.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Welcome to Federal Tax Updates
- (01:27) - Weather Woes and Tax Season Kickoff
- (02:09) - Political Landscape and Tax Legislation
- (03:20) - Tax Cuts and Jobs Act Discussion
- (06:38) - One Bill vs. Two Bills Debate
- (13:47) - BOI Updates and Legal Battles
- (24:48) - Employee Retention Credit Issues
- (29:44) - Taxpayer Advocate's Annual Report Insights
- (31:47) - Persistent IRS Issues and Proposed Solutions
- (33:18) - Regulating Tax Preparers: A Growing Need
- (37:21) - Preparing for the Upcoming Tax Season
- (41:01) - Client Management and Workload Optimization
- (45:21) - Research Tools and Online Resources
- (55:10) - Conclusion and Upcoming Topics
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
54 에피소드
Manage episode 463416483 series 3436441
Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive bill versus two separate pieces of legislation. They provide critical updates on the ever-changing BOI regulations, including recent court injunctions and what practitioners should do while awaiting final resolution. The episode concludes with practical advice for tax professionals preparing for the upcoming tax season, covering everything from research tools and client management to pricing strategies and work-life balance.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Welcome to Federal Tax Updates
- (01:27) - Weather Woes and Tax Season Kickoff
- (02:09) - Political Landscape and Tax Legislation
- (03:20) - Tax Cuts and Jobs Act Discussion
- (06:38) - One Bill vs. Two Bills Debate
- (13:47) - BOI Updates and Legal Battles
- (24:48) - Employee Retention Credit Issues
- (29:44) - Taxpayer Advocate's Annual Report Insights
- (31:47) - Persistent IRS Issues and Proposed Solutions
- (33:18) - Regulating Tax Preparers: A Growing Need
- (37:21) - Preparing for the Upcoming Tax Season
- (41:01) - Client Management and Workload Optimization
- (45:21) - Research Tools and Online Resources
- (55:10) - Conclusion and Upcoming Topics
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
54 에피소드
모든 에피소드
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1 Achieve 10X Growth for Your Firm: The Firm Owner's Playbook 52:55
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1 1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing 51:18
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1 What You Need to Know About Beneficial Ownership Information Reporting | Part 2 58:03
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1 What You Need to Know About Beneficial Ownership Information Reporting | Part 1 51:55
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1 How Modern Firm Owners are Addressing Common Industry Woes 1:00:34
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