PODCAST · business
The Cleared Diagnostics Tax CPA Success Show
by Summit CPA Group
As you're scaling your firm to be more Virtual CFO driven, you still want to provide your clients with the most up to date tax advice, right? Do you feel it’s getting harder and harder to stay on top of it all? If so, tune into The Cleared Diagnostics Tax CPA Success Show, where Dave Danic, Director of Tax Services at Summit CPA Group, now A Division of Anders CPAs + Advisors, shares what’s going on in the tax world. Learn from Dave, host Tom Wadelton, and other special guests as they share updates on current tax law and operational stories from the tax practice of the leading Virtual CFO firm in North America.
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5
Employee Retention Credit with Randy Crabtree
"It's not everybody qualifies and I'll say that a hundred times today. Maybe not a hundred, because I hear people being promised, these credits that don't exist. Now, that being said, there's plenty of taxpayers that qualify for this that have not taken advantage of it yet" - Randy CrabtreeThe finer details of this episode :Who is Randy Crabtree and what does Tri-Merit Specialty Tax Professionals do?What is the Employee Retention Credit (ERC)?How do you qualify for an ERC?Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected] Email Randy Crabtree - [email protected]
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4
R&D Tax Credit
"Sometimes CPAs get a little nervous or apprehensive because they're fully understanding what the research credit is about, how to claim it. So they're skeptical about how they want to prepare it or present it on return... So having another (party who) specializes in research credit services is very helpful because we're able to help the CPAs help their clients, which is basically the same goal that we all have in mind. Trying to get bigger amounts of credits for our clients, but we work together. So there's really no competition." - Jen BoltonThe finer details of this episode :What is an R&D Tax Credit?What are the new rules that applies to the R&D Tax Credit?How do you know what qualifies for an R&D Tax Credit?Advantages of partnering with firms like Leyton, that specialize in R&D Tax CreditEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected] Leyton website - www.leyton.com
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3
Backdoor Roth IRA
"And that's what financial planning is all about. (And) My strategy is little bit here, little bit there, you know, if, if everyone just had a strategy to - say, 'I'm going to eliminate a hundred thousand dollars of taxes', everyone would do it. Now, It's just taking little strategies and piecing them together to build wealth and save tax."- Dave DanicThe finer details of this episode :What is the BackDoor Roth IRA?How does this impact our taxes?What should you do to make the most of the BackDoor Roth IRA?Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected]
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2
New and Proposed Tax Bills
" What we're learning through this whole process is that using the tax code to impact programs that Congress wants is the easiest way to do it for them. For your friendly tax accountant, it's crazy because there's not a lot of consistency, but it certainly makes our lives more interesting."- Dave DanicThe finer details of this episode :What is the Infrastructure Law?How does this newly passed law impact our taxes?What should expect in the years to come in terms of cryptocurrency under this law?What is the Build Back Better bill?How can we plan around this? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected]
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1
Meals and Entertainment Deductions
"We're a CPA firm and we still have to look at this stuff, as we were talking about our retreat - 'How does our retreat fit within the tax law?' We'll have to deliberate internally to see how we want to treat some of these items." - Dave DanicThe finer details of this episode :Getting to know Dave Danic and Tom Wadelton Learning about the objective of the Cleared Diagnostic Tax CPA PodcastUnderstanding the new tax laws on meals and entertainment deductionsDefining what can be considered meals and entertainment deductionsDefining terms and sharing examples Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected]
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ABOUT THIS SHOW
As you're scaling your firm to be more Virtual CFO driven, you still want to provide your clients with the most up to date tax advice, right? Do you feel it’s getting harder and harder to stay on top of it all? If so, tune into The Cleared Diagnostics Tax CPA Success Show, where Dave Danic, Director of Tax Services at Summit CPA Group, now A Division of Anders CPAs + Advisors, shares what’s going on in the tax world. Learn from Dave, host Tom Wadelton, and other special guests as they share updates on current tax law and operational stories from the tax practice of the leading Virtual CFO firm in North America.
HOSTED BY
Summit CPA Group
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Frequently Asked Questions
How many episodes does The Cleared Diagnostics Tax CPA Success Show have?
The Cleared Diagnostics Tax CPA Success Show currently has 5 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Cleared Diagnostics Tax CPA Success Show about?
As you're scaling your firm to be more Virtual CFO driven, you still want to provide your clients with the most up to date tax advice, right? Do you feel it’s getting harder and harder to stay on top of it all? If so, tune into The Cleared Diagnostics Tax CPA Success Show, where Dave Danic,...
How often does The Cleared Diagnostics Tax CPA Success Show release new episodes?
The Cleared Diagnostics Tax CPA Success Show has 5 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Cleared Diagnostics Tax CPA Success Show?
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Who hosts The Cleared Diagnostics Tax CPA Success Show?
The Cleared Diagnostics Tax CPA Success Show is created and hosted by Summit CPA Group.
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