Getting Ready for the 2024 Tax Season

What this episode covers

Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting rules.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (03:36) - Preparing for next tax season (06:17) - IRS updates (10:31) - ERC updates (20:50) - Withdrawing ERC claims (30:33) - Repaying ERC funds (40:30) - Beneficial ownership reporting (50:21) - Timing of beneficial ownership reporting Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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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Frequently Asked Questions

How long is this episode of Federal Tax Updates?

This episode is 56 minutes long.

When was this Federal Tax Updates episode published?

This episode was published on November 20, 2023.

What is this episode about?

Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Federal Tax Updates episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.