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Fraud Claims and Client Trust

EPISODE · Dec 19, 2023 · 49 MIN

Fraud Claims and Client Trust

from Federal Tax Updates · host Roger Harris, EA and Annie Schwab, CPA

Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third-party fraud claims.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome To Federal Tax Updates (04:14) - Communicating with clients at the start of the pandemic (07:55) - Making information available as a service to the community (09:47) - Transitioning to a remote work model (17:02) - Handling client expectations around ERC (26:26) - Preparing for audits and potential repayment (36:42) - Importance of staying informed on programs like ERC (43:39) - IRS guidance delaying Form 1099-K requirement Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Davehttps://www.linkedin.com/in/dave-gribben-52439961Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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Fraud Claims and Client Trust

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