Be the hero: Make sure your clients don’t lose out on withheld amounts

This week, we’re talking about nonwage withholding and some tips for tax pros to make sure clients don’t lose out on withheld amounts.

Aug. 23, 2024
Week #34

Schedule C Tax Prep Process Part 4

Andy Frye EA and Daren Gress EA will lead the conversation in Retriement Plan Strategies for Schedule C.  Addressing the confusion around setting up retirment plans and clearing up the common misinfor...

Aug. 23, 2024
Week #34

The Inadvertent Price of a Gender-Neutral Tax Code

Send us a Text Message.Javiera Moraga Valverde, a Chilean lawyer and U.S. law firm associate, discusses her research on how tax systems can harm women via gender-neutral tax policies and shares potent...

Aug. 23, 2024
Week #34

Chevron doctrine overturned: Implications for tax professionals

Aug. 22, 2024
Week #34

Undoing Microsoft's California Tax Ruling Isn't Simple

When Microsoft Corp. won a $94 million income tax refund from the California Office of Tax Appeals in February, it was considered one of the biggest victories for corporate taxpayers ever in Californi...

Aug. 21, 2024
Week #34

Beneficial Ownership Information (BOI) Reporting | What You Need To Know

Send us a Text Message.Business owners are now facing a new reporting requirement called Beneficial Ownership Information (BOI) reporting. In this episode, Christina from Tax Bandits provides a compre...

Aug. 21, 2024
Week #34

Must-Know 2024 Back-to-School Tax Strategies: Part Two

In this episode of The Jeff Trapp Podcast, Jeff explores actionable tax strategies for covering your children's school expenses without breaking the bank. Building on last week’s episode about funding...

Aug. 21, 2024
Week #34

Japan’s Carry Trade: The Crisis That Could Still Topple the Economy

The event that will finally prick and burst the global asset bubble can come from just about anywhere. The unwinding of Japan’s precarious carry trade situation might just be the thing to push us over...

Aug. 21, 2024
Week #34

Taxing Immigrant Families: The Personal Exemption After the TCJA

Send us a Text Message.Sarah Lora of Lewis & Clark Law School discusses the personal exemption after the Tax Cuts and Jobs Act and the implications for immigrant families with nonresident dependen...

Aug. 16, 2024
Week #33

Inherited basis in joint tenancy assets

This week, we’re discussing how to determine the basis of inherited property that’s held in joint tenancy.

Aug. 15, 2024
Week #33

Do Americans Abroad Still Pay US Taxes?

How does living abroad impact the taxes an American has to pay? Unlike most countries that tax based on residency, the US employs citizenship-based taxation, meaning Americans are taxed on their globa...

Aug. 15, 2024
Week #33

My CPA has no idea...what do I do next? Ep. 71

In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what yo...

Aug. 15, 2024
Week #33

Must-Know 2024 Back to School Tax Strategies

Aug. 15, 2024
Week #33

Inside EY's Generative AI Rollout and Tax Challenges

Ernst & Young LLP is developing a generative AI tool for tax professionals that's meant to automate repetitive data work and make tax planning more efficient. The Big Four company is investing $1.4 bi...

Aug. 14, 2024
Week #33

US Election Watch: Tax Implications

Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Janice Mays (Managing Director in PwC’s Tax Policy Services) who boasts a 40 year career on the Hill including 22 years as t...

Aug. 14, 2024
Week #33

The Power to Destroy: A Chat with Michael Graetz about his new book

Send us a Text Message.Jeff and Scott chat with Michael Graetz, Professor Emeritus of Law at Yale, about his new book, The Power to Destroy: How the Antitax Movement Hijacked America. We talk about th...

Aug. 14, 2024
Week #33

S Corps, Gym Membership Deductions, Solo 401(k)s, and Family Hires: Listener Q&A with Mike Jesowshek CPA

Send us a Text Message.Are you leaving money on the table when it comes to your business taxes? In this Q&A episode, Mike Jesowshek answers your tax questions! From S corporation salary conundrums...

Aug. 14, 2024
Week #33

2024-08-12 Internet Frauds and Section 165

A discussion of possible authorities for deductions for specific types of online frauds and the IRS makes announcement on the future of ERC credit processing.

Aug. 12, 2024
Week #33

Tips for filing Form FTB 3840

This week, we’re discussing some tips for filing Form 3840 to report certain like-kind exchanges.

Aug. 09, 2024
Week #32

Schedule C Tax Prep Process Part 3

Andy Frye EA and Andrea MacDonald CPA will dive into the fascinating realm of advanced Schedule C depreciation strategies.  They will discuss the varying treatments of depreciation and explain why cap...

Aug. 09, 2024
Week #32

The Tax Challenges of the Navajo Nation, Part 2

Send us a Text Message.Leslie McLean, director of the low-income taxpayer clinic at DNA-People’s Legal Services, discusses the barriers Navajo Nation members face when filing their taxes and attemptin...

Aug. 09, 2024
Week #32

More States Welcome Cannabis Business Tax Deductions

Nearly 75% of cannabis businesses operate at a loss, and many in the industry point to a feature of the Internal Revenue Code as the reason why. Cannabis companies are prohibited from deducting ordina...

Aug. 07, 2024
Week #32

How GenAI will impact the law department

This episode of the EY Tax and Law in Focus podcast, hosted by Susannah Streeter, explores the transformative impact of generative AI (Gen AI) on the legal sector. Our panel includes Jeff Soar, EY Glo...

Aug. 07, 2024
Week #32

The Work Opportunity Tax Credit Pays You 40% of Wages!

Send us a Text Message.Business owners are always hiring new employees, but most of the time they're missing out on potential tax credits just because they’re unaware about what’s available.In this ep...

Aug. 07, 2024
Week #32

How Investment Strategies Can Slash Your Tax Bills

Welcome to The Jeff Trapp Podcast by The Tax Planning Pros! In this episode, Jeff Trapp dives into the recent economic volatility and anticipated interest rate cuts. Building on last week's discussion...

Aug. 07, 2024
Week #32

2024-08-05 House Passed Tax Bill Fails to Clear Cloture Vote in the Senate

Cloture vote fails on the Senate on House passed tax bill and District Court declines to issue preliminary injunction ordering the IRS to end the ERC credit processing moratorium.

Aug. 05, 2024
Week #32

The Tax Challenges of the Navajo Nation, Part 1

Send us a Text Message.Tax Notes investigated the Navajo Nation’s tax challenges with the IRS and gathered firsthand accounts of how its members navigate a complex filing system with scarce resources ...

Aug. 02, 2024
Week #31

PTET refund roadmap — Expert insights with Dave Kirk

Aug. 01, 2024
Week #31

Whatcha gonna do when they come for you? Ep.70

Aug. 01, 2024
Week #31

Help your clients avoid Web Pay errors

This week we’re covering common errors taxpayers make when using FTB’s Web pay system, and some tips for avoiding those mistakes.

Jul. 31, 2024
Week #31

New EU Tax Panel Chair Takes Aim at Avoidance Schemes

Italian economist Pasquale Tridico, newly elected chair of the European Parliament's Subcommittee on Tax Matters, has some fresh ideas to curb tax avoidance, which he says will be one of his top prior...

Jul. 31, 2024
Week #31

Overturning Chevron: A Chat about the Loper Bright decision with Andy Grewal

Send us a Text Message.Jeff and Scott talk with Iowa law professor Andy Grewal about the recent Supreme Court case, Loper Bright Enterprises v. Raimondo, which effectively eliminates Chevron deference...

Jul. 31, 2024
Week #31

Mastering Remote Team Success: Strategies for Effective Hiring and Management

Send us a Text Message.How can business owners effectively build trust and transparency in remote teams while ensuring they aren't the bottleneck in their company's growth?In this episode, Mike Jesows...

Jul. 31, 2024
Week #31

Ultimate Insider Tax-Saving Strategies for High Earners

Join Jeff on The Jeff Trapp Podcast as he dives into a common question from prospective clients: "How can I pay the least amount of tax possible?" In this episode, Jeff explores the various strategies...

Jul. 31, 2024
Week #31

US Supreme Court Update: Chevron is no Moore

Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Wade Sutton, International Tax Leader for PwC’s Washington National Tax Practice. Doug and Wade kick off with the persona of ...

Jul. 31, 2024
Week #31

Pillar Two: Electric Boogaloo

The global tax deal and Pillar Two are shaking up the tax landscape worldwide, introducing a web of complexity and confusion. Today, we untangle the key aspects of these proposals, diving into the lat...

Jul. 30, 2024
Week #31

Crypto heists on trial

Jul. 30, 2024
Week #31

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. Sheppard provides insights into...

Jul. 29, 2024
Week #31

2024-07-29 More IRS ERC Guidance

The IRS issues more ERC guidance and FinCEN adds more guidance to their FAQ on BOI reporting.

Jul. 29, 2024
Week #31

Avoid these causes for POA rejections

This week, we’re covering reasons why the FTB may reject a Power of Attorney submission and tips for avoiding errors.

Jul. 26, 2024
Week #30

Taxocracy: A Chat with Scott Hodge about his new book

Send us a Text Message.Jeff and Scott talk with Scott Hodge (who is revealed to be a more authentic "Scott" than Scott Dyreng), CEO Emeritus to the Tax Foundation. They discuss his new book, "Taxocrac...

Jul. 26, 2024
Week #30

How Tax Incentives Drive the Film Industry

Send us a Text Message.George Ford with the Phoenix Center for Advanced Legal and Public Policy Studies discusses film tax incentives and their effectiveness in attracting business to states.Read Ford...

Jul. 26, 2024
Week #30

GOP Tax Team Lead Talks Corporate Tax Rate, Priorities

The corporate tax rate is coming up in nearly "every conversation" House Ways and Means Committee Rep. Carol Miller (R-W.Va.) has been at recently. Miller is leading one of the ten House Ways and Mean...

Jul. 24, 2024
Week #30

How ANY Business Owner Can BEAT The IRS In 15 Minutes

Send us a Text Message.Are you leveraging the right tax strategies to minimize your business's tax liability and maximize your savings?In this episode, Mike Jesowshek offers a comprehensive guide on t...

Jul. 24, 2024
Week #30

Taxes and Politics Part 3: Navigating Political Turbulence

This week on The Jeff Trapp Podcast, join Jeff Trapp as he delves into the unprecedented political events that could impact your taxes. From President Biden stepping down to endorse Vice President Kam...

Jul. 24, 2024
Week #30

2024-07-22 IRA Finalizes RMD Regulations

IRS finalizes regulations on RMDs and clears up the starting point for RMDs for those born in 1958.

Jul. 21, 2024
Week #29

Unraveling the IRS's ERC processing path

If you're advising businesses on their pending ERC claims, this is a must-listen for practical guidance on navigating the process and setting the right expectations.

Jul. 19, 2024
Week #29

No More Chevron Deference: Analyzing Loper Bright and Corner Post

Send us a Text Message.Tax Notes contributing editor Marie Sapirie discusses the recent Supreme Court decisions overturning Chevron and defining the statute of limitations period and their potential i...

Jul. 19, 2024
Week #29

The tax department’s role in sustainability

Tax can contribute to sustainability beyond credits and incentives. Learn more about how tax can support sustainability initiatives in this episode.

Jul. 18, 2024
Week #29

Moore with Daniel Hemel

Send us a Text Message.In this episode, Jeff and Scott chat once more with Daniel Hemel. In the past we have spoken with Daniel about taxing stock buybacks (episode #79) and Donald Trump's tax returns...

Jul. 17, 2024
Week #29

Pillar Two Admin Guidance Glimpses of clarity

Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Phil Ramstetter, International Tax Partner and former Tax Policy Consultant at Business at OECD (BIAC). Doug and Phil discuss...

Jul. 17, 2024
Week #29

Is There a Faster, Cheaper Way to Collect Back Taxes?

The state tax gap—the difference between the true tax liabilities owed to a state and the amount voluntarily submitted to revenue agencies—is possibly the most stubborn and perplexing problem facing t...

Jul. 17, 2024
Week #29

Capitalization Policies & Depreciation Explained: Essential Tips for Business Owners

Send us a Text Message.Have you ever wondered how to maximize your tax deductions through depreciation without getting lost in complex accounting rules?In this episode, Mike Jesowshek delves into the ...

Jul. 17, 2024
Week #29

Taxes and Politics Part 2: Trump's Tax Proposal

In this episode of The Jeff Trapp Podcast, Jeff dives into Former President Trump's tax proposal now that he is confirmed as the Republican nominee.

Jul. 17, 2024
Week #29

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 talent in the accounting industry. The...

Jul. 15, 2024
Week #29

Triple Tax Advantage Ep.69

In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contri...

Jul. 15, 2024
Week #29

2024-07-15 BOI Updates

A big week for FinCEN BOI reporting developments and another S corporation loses its status due to a failure to file elections for trust shareholders

Jul. 14, 2024
Week #28

Tax policy deep dive — ERC, BOI and IRS performance

In this joint episode, Neil Amato, host of the JOA podcast and Melanie Lauridsen, VP of Tax Policy and Advocacy for the AICPA discuss recent updates on three key tax topics: the Employee Retention Cr...

Jul. 12, 2024
Week #28

Administrative dissolution for nonoperating businesses

This week we’re covering the voluntary and involuntary administrative dissolution process for nonoperating entities.

Jul. 12, 2024
Week #28

Remote worker issues: two common scenarios

This week we’re covering two common scenarios that arise when employees are working remotely.

Jul. 12, 2024
Week #28

The SALT Cap After 2025

Send us a Text Message.Ted Peterson of the University of North Texas Ryan College of Business discusses the SALT deduction cap and its potential paths forward as the 2025 sunset date approaches.Read P...

Jul. 12, 2024
Week #28

Accounting Leader Calls for CPA Training to Evolve

Training for CPAs must evolve to focus on the skills and experiences necessary to meet future market demands, the leader of the largest US accounting industry group said. Barry Melancon, president and...

Jul. 10, 2024
Week #28

Why You Shouldn't Be an S Corporation In 2024

Send us a Text Message.Are you sure electing S corporation status is the right move for your business in 2024?In this episode, Mike discusses why some business owners should avoid electing S corporati...

Jul. 10, 2024
Week #28

Taxes and Politics Part 1: Understanding Historical Shifts

In this week's episode of The Jeff Trapp Podcast, host Jeff Trapp kicks off the first of a two-part series focused on the historical shifts in politics and taxes. Jeff delves into the history surround...

Jul. 10, 2024
Week #28

Tax Cuts vs. Tax Reform

Tax cuts vs. tax reform: what’s the real difference, and why does it matter? In this episode, we uncover why retroactive tax cuts and temporary tax breaks often miss the mark for long-term growth and ...

Jul. 09, 2024
Week #28

2024-07-08 Supreme Court Makes It Easier to Challenge Regulations

A review of end of term Supreme Court cases that may bring more Treasury Regulations under challenge in court.

Jul. 07, 2024
Week #27

What does it mean to be “doing business” in California?

This week we’re covering what it means to be doing business in California for the purposes of filing returns and paying the annual or minimum franchise tax.

Jul. 03, 2024
Week #27

Is Carbon Pricing the Best Way to Mitigate Climate Change?

Send us a Text Message.Tax Notes chief correspondent Amanda Athanasiou discusses the effectiveness of carbon pricing as a climate change mitigation strategy and possible alternative policies. Read Ath...

Jul. 03, 2024
Week #27

Supercharge Your Retirement with These Advanced Plan Options

Send us a Text Message.Are you maximizing your current retirement plans but still looking for more advanced strategies to secure your future and take care of key employees?In this episode, Mike Jesows...

Jul. 03, 2024
Week #27

Deduct Your 4th of July Expenses!

Join us for another round of The Jeff Trapp Podcast! As we gear up for the 4th of July, Jeff dives into one of his favorite holidays, filled with barbecues, fireworks, and family fun. Reflecting on ou...

Jul. 03, 2024
Week #27

W.H.O.'s Sneaky Plan To Take Away Your Freedom Is Already Working

In 2020, The World Health Organization was able to augment its authority and encroach into the rights and medical autonomy of individuals. Now they have the ability (and permission) to dictate the hea...

Jul. 03, 2024
Week #27

New IRS Criminal Division Chief Carves Out Priorities

The new chief of the IRS criminal division wants America to know he’s hiring special agents, and they’re fulfilling their mission to investigate tax and financial crimes. Guy Ficco started his new gig...

Jul. 02, 2024
Week #27

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 rules, including updated salary thre...

Jul. 01, 2024
Week #27

IRS Dirty Dozen Ep.68

Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not m...

Jul. 01, 2024
Week #27

2024-07-01 IRS to Eventually Automate FTA Relief

National Taxpayer Advocate states IRS will automatically begin issuing FTA relief, but not until 2026, Ninth Circuit issues a ruling on the statute of limitations and more.

Jul. 01, 2024
Week #27

EDD is auditing loan-out corporations

This week, we’re discussing the use of loan-out corporations, which are in the crosshairs of the EDD for AB 5 purposes.

Jun. 28, 2024
Week #26

The Black Tax

Jun. 28, 2024
Week #26

Less Is Moore: The Supreme Court's Ruling in Moore v. United States

Send us a Text Message.Tax Notes managing legal reporter Andrew Velarde breaks down the Supreme Court's decision in Moore v. United States and its implications for the future of tax.To hear from the M...

Jun. 28, 2024
Week #26

Unpacking Supreme Court decision — Moore v. U.S. with Tony Nitti

Jun. 27, 2024
Week #26

High Court's Moore Ruling Sharpens Wealth-Tax Debate

The US Supreme Court brought a muted end last week to its biggest tax case in years, but the arguments that propelled the case are far from over, especially about what the court’s ruling could mean fo...

Jun. 27, 2024
Week #26

Employee incentivization: Tax strategies for private companies

Mike Linter, Global Head of Private Enterprise Tax, KPMG International, Ed Groves, Director, Rewards Tax, KPMG in the UK, and Ziyaad Ravat, Tax Partner, KPMG in South Africa, explore talent acquisitio...

Jun. 27, 2024
Week #26

US Stock Buyback Tax: a funding conundrum

Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Nita Asher, International Tax Partner in PwC’s Washington National Tax Practice and former legislative counsel to the Joint C...

Jun. 26, 2024
Week #26

Tax Savings Mid-Year Check: Essential Strategies for Small Businesses

Send us a Text Message.Are you making the most of your tax strategies and deductions this year?In this episode, Mike Jesowshek provides a mid-year tax savings check-in for small business owners. He em...

Jun. 26, 2024
Week #26

Maximizing Tax Deductions with Timeshares

In this episode of The Jeff Trapp Podcast, 'Maximizing Tax Deductions with Timeshares,' Jeff dives into the nuances of timeshares and how to potentially write them off for business purposes.

Jun. 26, 2024
Week #26

A Big-Picture Look at Taxing the Wealthy

Taxing wealth has become a hot-button issue in today’s political discourse, promising to reshape economic equality. But what are the real-world implications of such policies? In this episode, we dive ...

Jun. 25, 2024
Week #26

The Global Realignment Isn’t Just Economic, It’s Biblical

The economic collapse of The West has been unfolding right in front of our eyes.

Jun. 25, 2024
Week #26

Thoreau Disobeys: A Chat about Thoreau and Taxes with Laura Dassow Walls

Send us a Text Message. Henry David Thoreau famously refused to pay his poll tax and went to jail (very briefly) as a result. Jeff and Scott chat with Laura Dassow Walls, emerita English professor at ...

Jun. 24, 2024
Week #26

2024-06-24 Supreme Court Upholds the 965 Transition Tax

Supreme Court finds 965 transition tax is constitutional, IRS gives update on ERC claim processing and more.

Jun. 23, 2024
Week #25

Election Showdown: U.K. Parties Outline Tax Plans

Send us a Text Message.Tax Notes reporter Sarah Paez discusses the proposed tax plans from the United Kingdom’s political parties before their upcoming July 4 election. For more coverage, read these a...

Jun. 21, 2024
Week #25

Navigating federal and multi-state tax controversies

You’ve just received a notice of selection for audit. What’s next? Find out in the latest episode.

Jun. 19, 2024
Week #25

ENGAGE download – Wins and takeaways

Get a glimpse from the Engage Conference held June 2024 in Las Vegas. The episode includes recordings from conference attendees, sharing their experiences and the knowledge gained from various session...

Jun. 19, 2024
Week #25

Debunking Common Myths About Employing Your Children!

Send us a Text Message.Ever wondered how hiring your kids in your business could save you money and teach them invaluable life lessons?In this episode, Mike Jesowshek addresses common myths about hiri...

Jun. 19, 2024
Week #25

How to Deduct Summer Getaways as Business Expenses

Join Jeff Trapp on The Jeff Trapp Podcast for an insightful episode about legally deducting summer getaways as business expenses.

Jun. 19, 2024
Week #25

Real estate withholding and trusts

This week we’re covering how real estate withholding is reported when the property is owned by a trust.

Jun. 18, 2024
Week #25

How the Wealthy Are Prepping for an Estate Tax Clip

Wealthy taxpayers are rushing to prepare in case a more generous exemption from the estate tax expires at the end of 2025 along with many of the individual tax cuts from the Republicans' 2017 tax over...

Jun. 18, 2024
Week #25

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 strategies for responding effectively. Th...

Jun. 17, 2024
Week #25

2024-06-17 Do Not Believe Your Chatbot on Tax Matters

Taxpayer Advocate warns about AI in consumer tax return preparation products, IRS provides last minute estimated tax relief to certain large corporations and more

Jun. 16, 2024
Week #24

Your questions answered Ep.67

Jun. 15, 2024
Week #24

California tax rates: what’s included?

This week we’re talking about what factors into a taxpayer’s tax rate and how it can add up.

Jun. 14, 2024
Week #24

All You Could Ever Want to Know about the Earned Income Tax Credit (EITC) with Jacob Bastian

Send us a Text Message.Jeff and Scott chat with Jacob Bastian, assistant professor of Economics at Rutgers, about the earned income tax credit (EITC). Get CPE for listening to Tax Chats! Free CPE cour...

Jun. 14, 2024
Week #24

Taxpayer Rights in the Digital Age

Send us a Text Message.Nina Olson of the Center for Taxpayer Rights and the Tax Analysts board of directors discusses the challenges in preserving taxpayer rights in light of increasing digitalization...

Jun. 14, 2024
Week #24

Colombia Official Talks Global Tax Deal, Mineral Trade

Countries are under pressure to finalize and sign the text of the OECD's multilateral tax treaty, one part of the international tax deal known as Pillar One, by the end of June.  Several OECD official...

Jun. 12, 2024
Week #24

Pillar Two Potpourri: Where is this heading?

Doug McHoney (PwC’s International Tax Services Global Leader) is with Pat Brown, Washington National Tax Services Co-Leader, to discuss the complex state of international tax today and where the winds...

Jun. 12, 2024
Week #24

Listener Q&A with Mike Jesowshek CPA

Send us a Text Message.Ever wondered if you can retroactively claim depreciation on a rental property or how to effectively structure multiple business entities for tax benefits?In this episode, Mike ...

Jun. 12, 2024
Week #24

Who Should Own a Vehicle: Business vs Personal

Join Jeff Trapp on the Jeff Trapp Podcast, brought to you by The Tax Planning Pros, as he tackles a common client question: Should you buy a vehicle in your personal name or through your business? Ins...

Jun. 12, 2024
Week #24

How artificial intelligence will transform tax (Part 2)

This two-part episode of the Tax and Law in Focus podcast, hosted by Susannah Streeter, delves into the far-reaching effects of generative AI (GenAI) on the tax sector. To address this pressing topic,...

Jun. 11, 2024
Week #24

How artificial intelligence will transform tax (Part 1)

This two-part episode of the Tax and Law in Focus podcast, hosted by Susannah Streeter, delves into the far-reaching effects of generative AI (GenAI) on the tax sector. To address this pressing topic,...

Jun. 11, 2024
Week #24

2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance

The Supreme Court decides a key estate tax case for closely held corporate interests, a taxpayer denied IRA relief and more.

Jun. 09, 2024
Week #23

FTB has started its annual outreach letter campaign

This week, we’re covering the FTB’s annual outreach campaign to certain taxpayers who filed Schedule A and Schedule C.

Jun. 07, 2024
Week #23

Analyzing the EITC’s Role in Poverty Reduction

Send us a Text Message.Susan Lanham, Amanda Thompson-Abbott, and Tom Norton of Marshall University discuss their research on the earned income tax credit’s effectiveness in alleviating poverty. For ...

Jun. 07, 2024
Week #23

Section 987 explained: Taxation of foreign gains and losses

The long-awaited section 987 regulations are almost here. What changes should taxpayers expect? Find out in this episode.

Jun. 06, 2024
Week #23

Companies, Countries Respond to the Global Minimum Tax

Six months into implementation of the new global corporate minimum tax, countries are racing to craft incentives to attract and maintain outside investment. Companies, too, are pouring resources into ...

Jun. 05, 2024
Week #23

Understanding the Qualified Business Income Deduction for Small Business Owners

Send us a Text Message.Are you maximizing your tax savings with the QBI deduction? In this episode, Mike delves into the intricacies of the Qualified Business Income (QBI) deduction, also known as the...

Jun. 05, 2024
Week #23

Unraveling Tax Deductions for Disasters Losses

Have you experienced property damage from severe storms, fires, or other disasters this year? Learn the current tax rules around claiming casualty losses and disaster-related deductions. In this episo...

Jun. 05, 2024
Week #23

Trump and Biden’s Tariff Tango

Tariffs are a hot topic this election cycle for both President Biden and former President Trump. But why are tariffs so popular despite their economic downsides? In this episode, we unpack tariffs’ ro...

Jun. 04, 2024
Week #23

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 the Employee Retention Credit (ERC...

Jun. 03, 2024
Week #23

2024-06-03 LLC as an S Corporation Issue

IRS announces continuation of Direct File program and issues for electing S corporation status as an LLC.

Jun. 02, 2024
Week #22

The Corrupting of Tax Justice

In this episode: we bring you stories on how we've all been cheated, and look at some of the actors involved in the corruption of tax policy making in Australia; the consequences have rippled out to a...

Jun. 01, 2024
Week #22

It's on my return, but what does it mean? Ep.66

Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions...

Jun. 01, 2024
Week #22

Worker classification and tax professionals

This week we’re covering when a tax professional may be classified as an employee versus an independent contractor, and exemptions from the application of the ABC test to tax professionals.

May. 31, 2024
Week #22

Schedule C Tax Prep Process Part 2

Glen Wielandt Tax Business Coach starts off the second episode of Schedule C Prep Process with an open discussion on extensions, price changes, new returns, and the biggest challenges everyone faced t...

May. 31, 2024
Week #22

State Tax Treatment of IRA Energy Credits

Send us a Text Message.Alysse McLoughlin and Katie Quinn of Jones Walker discuss state tax implications of the Inflation Reduction Act’s clean energy credits.For more episodes on the Inflation Reducti...

May. 31, 2024
Week #22

Taxes and Online Sports Betting: A Chat with Nathan Goldman

Send us a Text Message.Jeff and Scott talk to Nathan Goldman, accounting professor at North Carolina State University (completing the tax triangle between UNC, Duke, and NC State!)., about taxes and ...

May. 30, 2024
Week #22

Pillar Two in Ireland: It takes a village

Doug McHoney (PwC's Global International Tax Services Leader) and Peter Reilly (PwC International Tax Partner & Ireland’s Tax Policy Leader) are at PwC EMEA’s International Tax Academy in Prague t...

May. 30, 2024
Week #22

Laying The Foundations to Audit-Proof Your Business

Welcome to The Jeff Trapp Podcast. This week, Jeff dives into the importance of summer tax planning. The Memorial Day Weekend was a great way to kick off the Summer, and now that summer is rolling in ...

May. 29, 2024
Week #22

Can Small Business Owners Write Off Gym Memberships on Taxes? [2024]

Send us a Text Message.Have you ever wondered if your business can deduct the cost of an on-site gym? In this episode, Mike focuses on the tax deductibility of gym memberships and on-premises athletic...

May. 29, 2024
Week #22

Has this Administration established a path for non-citizens to vote for a president this November?

When it comes to voting in an election, most Americans believe that there’s no way aliens could be legally entitled to a vote. You would be mistaken if you see what’s happening right now.

May. 28, 2024
Week #22

2024-05-27 Misleading Silences Are Sometimes Fine in Tax

Another PLR for a missed QSST election, two court cases on misleading silence of a party and more.

May. 27, 2024
Week #22

What you need to know about BEPS 2.0: Pillar One and Pillar Two

The OECD BEPS 2.0 project consists of two pillars. Pillar One applies to the biggest and most profitable multinational enterprises and reallocates part of their profit and taxing rights to the countr...

May. 24, 2024
Week #21

Lessons for Partnership Tax From Trump’s IRS Audit

Send us a Text Message.Monte Jackel of Jackel Tax Law discusses partnership taxation rules and the role they play in former President Trump’s ongoing IRS audit.For more, read the article from ProPubl...

May. 24, 2024
Week #21

Be ready to make the June 17 passthrough entity tax prepayment

This week we’re covering some things to keep in mind about making the June 17 passthrough entity elective tax prepayment.

May. 23, 2024
Week #21

Unlocking the Secrets of Meal Expense Deductions for Small Businesses in 2024

Send us a Text Message.Ever wondered how to save on taxes with your business meal expenses?In this episode, Mike Jesowshek discusses the ins and outs of meal expense deductions for small business owne...

May. 22, 2024
Week #21

Tax Strategies for High Net Worth Individuals and Businesses

In this information-packed episode, host Jeff Trapp dives into tax strategies and planning for high income earners making over $500,000 per year. He shares alarming stats about how few Fortune 500 com...

May. 22, 2024
Week #21

A Journey Through Germany’s Tax Laws

Get ready to hit the autobahn and explore the world of German taxes! We'll navigate the complexities of Germany’s corporate tax structure, including the combined federal and local rates, and unravel t...

May. 21, 2024
Week #21

Roger Testifies to Congress About The Corporate Transparency Act

May. 20, 2024
Week #21

2024-05-20 ERC Battles Continue

IRS discusses ERC exam, tax adviser sues IRS to force the agency to restart ERC claims processing, and more

May. 17, 2024
Week #20

MyFTB multi-factor authentication coming soon

This week we’re discussing the FTB’s new multi-factor authentication process for MyFTB Accounts.

May. 17, 2024
Week #20

Schedule C Tax Prep Process Part 1

Andy Frye EA and Andrea MacDonald CPA start off the first episode of Schedule C Prep Process.  How to price last minute Schedule Cs when you're closer to the deadline.  Should you be aggressive with y...

May. 17, 2024
Week #20

Tax Double-Header: Ohtani and His Former Translator

Send us a Text Message.Tax Notes senior legal reporter Nathan Richman discusses the tax implications of the recent financial controversies surrounding Los Angeles Dodgers player Shohei Ohtani and his ...

May. 17, 2024
Week #20

The Budget Lab at Yale: A Chat with Martha Gimbel

Send us a Text Message.Scott and Jeff chat with Martha Gimbel, executive director of The Budget Lab at Yale University. We discuss the functions of the lab, including its efforts on budget scoring.

May. 16, 2024
Week #20

Biden’s Green Book and the future of philanthropy

President Biden’s Green Book lays out budget proposals impacting philanthropy. How does this shape future legislation? Tune in to find out.

May. 15, 2024
Week #20

Home Office Deduction Myths

In this episode of the Jeff Trapp Podcast, Jeff discusses the commonly misunderstood aspects of the Home Office deduction and unlocks the myths surrounding this perplexing deduction. Understanding the...

May. 15, 2024
Week #20

Top Small Business Tax Deductions: How to MAXIMIZE Savings

Send us a Text Message.Have you ever wondered how to turn your everyday expenses into legitimate business deductions?Mike Jesowshek discusses strategies for maximizing small business tax deductions, e...

May. 15, 2024
Week #20

I haven't filed my taxes...now what? Ep.65

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to...

May. 15, 2024
Week #20

2024-05-13 Changes to CAFs and Process for Tax Pros to Obtain Transcripts

IRS announces security related changes to CAFs and the method by which representatives can obtain a transcript, IRS updates on ERC voluntary compliance program result and more.

May. 13, 2024
Week #20

Pillar Two: Hindsight is 20/24

Doug McHoney (PwC's Global International Tax Services Leader) and podcast regular Calum Dewar (Principal, International tax services) are at PwC’s EMEA’s International Tax, Legal, and Workforce Academ...

May. 10, 2024
Week #19

Pending Supreme Court Cases and the Challenges for Tax Policy

Send us a Text Message.Libin Zhang and Kristin Hickman discuss the broader implications of Moore v. United States and the challenges to the Chevron doctrine during a live recording from the American B...

May. 10, 2024
Week #19

Post-April 15: Top-of-mind tax advocacy topics, including the ERC

Melanie Lauridsen, AICPA & CIMA VP of Tax Policy & Advocacy, provides an update on IRS service improvements and the impact of the Inflation Reduction Act funding. She also discusses other key tax advo...

May. 09, 2024
Week #19

Free Tax Filing from Code for America: A Chat with Gabriel Zucker

Send us a Text Message.Jeff and Scott chat with Gabriel Zucker about Code for America's efforts to enable better access to free tax filing, both at the federal level, and, facilitating state tax filin...

May. 09, 2024
Week #19

Are your clients just receiving 2022 LLC fee late-payment notices?

This week we’re covering LLC fee late-payment notices for 2022 that some taxpayers have only recently received.

May. 08, 2024
Week #19

Empower Your Team: Choosing the Right Retirement Plan for Your Small Business with Employees

Send us a Text Message.Are you leveraging the latest tax credits to provide the best retirement plans for your employees?Hosts Mike Jesowshek and guest Matt Ruttenberg discuss retirement plan options ...

May. 08, 2024
Week #19

Biden Unveils Controversial FY 2025 Tax Hike Proposals

In this week's episode of The Jeff Trapp Podcast, Jeff analyzes new tax proposals from Joe Biden's 2025 FY budget proposal. He refers to a breakdown from the Tax Foundation on how the proposals could ...

May. 08, 2024
Week #19

From Gallons to Miles: Rethinking Road Taxes

Buckle up as we navigate the twists and turns of infrastructure and road funding. As electric vehicles gain traction, traditional gas taxes are running out of fuel to support our infrastructure budget...

May. 07, 2024
Week #19

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 cover key post-filing topics like...

May. 06, 2024
Week #19

The Dangers of Deferring Retirement Tax (Especially Now)

Defer taxes in your highest earning years, pay them after retirement when you’re making less and in a lower bracket. That’s the conventional wisdom most Americans rely on and why most retirement savin...

May. 06, 2024
Week #19

2024-05-06 IRS Can Assess Penalties for Failure to File Form 5471 per DC Circuit

This week we look at:

May. 05, 2024
Week #18

Programming Note & UnCommon Law Episode: AI Trained on Famous Authors’ Copyrighted Work. They Want Revenge – Part 1

Talking Tax is on hiatus for a bit while we create some great new episodes for you. Until then, we're pleased to offer a special presentation of our ABA Silver Gavel award-winning series, UnCommon Law...

May. 03, 2024
Week #18

Property tax increases for partial transfers

This week we’re talking about property tax increases for partial transfers of property.

May. 03, 2024
Week #18

ERC Updates: Handling the Flood of Improper Claims

Send us a Text Message.Mary Wood of Meadows Collier discusses recent updates on the employee retention credit, from the IRS’s moratorium on new claims to the potential effect of pending legislation. F...

May. 03, 2024
Week #18

From filing cabinets to cloud — Records management in the digital age

Mark Gallegos, CPA, MST, Partner — Porte Brown LLC, discusses the importance of having processes around retaining documents for accounting firms as well as advising clients on what information is imp...

May. 02, 2024
Week #18

Insights from Deloitte’s most recent Tax Transformation Trends survey

Insights from Deloitte’s most recent Tax Transformation Trends survey: Gain insights on the future of tax departments on this episode of the Tax News & Views podcast.

May. 02, 2024
Week #18

Best Retirement Plans for Solo Entrepreneurs: 2024 Guide to Maximizing Savings with No Employees

Send us a Text Message.Are you a solo entrepreneur puzzled by the myriad of retirement planning options?Mike Jesowshek welcomes back Matt Ruttenberg to discuss retirement plan options for solo entrepr...

May. 01, 2024
Week #18

IRS Eyes on Taxpayers Earning Below $1M

A recent article reveals that over 80% of IRS audits target taxpayers making less than $1 million per year. As a business owner or high-income individual, you could be at risk even if you don't consid...

May. 01, 2024
Week #18

What the heck is "tax resolution"? with Kristine Stevenson Ep. 64

May. 01, 2024
Week #18

Blockchain havens

Apr. 30, 2024
Week #18

Tax Resistance and Revolution: A Chat about the Indian Salt March with Partho Shome

Send us a Text Message.Jeff and Scott chat with Partho Shome about taxes in the colonial era in India, especially the excise tax on salt. They then discuss how these taxes lead to the famous "salt ma...

Apr. 30, 2024
Week #18

Pillar Two Data Strategy: Play ball!!!

Doug McHoney (PwC's US International Tax Services Global Leader) is with Anthony Sciarra, a Principal in PwC’s Tax Reporting and Strategy Practice and the Global Pillar Two Data Strategy leader, to di...

Apr. 29, 2024
Week #18

2024-04-29 No Minimum Attention Required for Supervisor Approval of Penalties per Tax Court

Final regulations on transfers of certain energy credits released, Tax Court rules on whether there's a minimum level of involvement with an exam before a supervisor can approve a proposed penalty and...

Apr. 28, 2024
Week #17

Tax treatment of CalPERS long-term care premium settlement

This week we’re covering the tax treatment of CalPERS long-term care premium settlement payments.

Apr. 26, 2024
Week #17

Going to the Source: A New Approach to Personal Income Taxation

Apr. 26, 2024
Week #17

Step-by-Step S Corp Tax Prep Process Part 7

Andy Frye EA and Daren Gress EA start off the seventh and last episode of Step-by Step S Corp Tax Prep Process with an open discussion on accountable plans and the value that clients get from the serv...

Apr. 25, 2024
Week #17

How EY Is Tackling Global Minimum Tax Compliance

The new 15% global minimum tax that took effect this year is turning out to be compliance beast. The tax, which is part of an international tax deal agreed to by more than 140 countries in 2021, conta...

Apr. 24, 2024
Week #17

Retirement Plan Tax Credits 2024: Essential Strategies Every Business Owner Should Know

Are you a small business owner curious about the financial benefits of establishing a retirement plan for your company?

Apr. 24, 2024
Week #17

Strategies for Unused 529 College Savings Plans

College tuition costs continue to skyrocket, with average 4-year tuition now over $100,000 for public schools and over $200,000 for private schools. Many parents invest in 529 college savings plans to...

Apr. 24, 2024
Week #17

Taxocracy Tales with Scott Hodge

 All taxes tell a story, and today we’ll explore how taxes influenced Bob Dylan's decision to sell his music catalog, how the "chicken tax" reshaped the auto industry, and how the historic "tax on air...

Apr. 23, 2024
Week #17

Post-Tax Season Tune-Up

After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to d...

Apr. 22, 2024
Week #17

2024-04-22 IRS Extends Limited RMD Relief But Warns They Expect This to Be the Last Time

IRS grants certain RMD relief, but apparently for the last time and FinCEN adds more guidance to its BOI reporting FAQ.

Apr. 20, 2024
Week #16

What the End of Chevron Deference May Mean for Tax

Apr. 19, 2024
Week #16

A radical approach to client relationship building

Apr. 18, 2024
Week #16

Bill would ease passthrough entity tax prepayment requirement

This week we’re covering a bill that has been introduced which would allow entities to make a passthrough entity tax election even if they didn’t make a June 15 prepayment.

Apr. 18, 2024
Week #16

Breaking Down High Court Chevron Case and Tax Rules

A looming decision from the US Supreme Court on federal agency rulemaking power is fueling chatter on just how much it could upend the regulatory process at these agencies. Justices in January heard t...

Apr. 17, 2024
Week #16

BEPS considerations for General Counsels

Nick Roome, Head of Global Solutions for KPMG Law; Grant Wardell-Johnson, Global Tax Policy Leader and Chair of the Global Tax Policy Leadership Group, KPMG International; and Christian Athanasoulas, ...

Apr. 17, 2024
Week #16

Looking Beyond April 15th with Tax Planning

Welcome to the "Jeff Trapp Podcast." Now that we've moved past tax planning season, Jeff is setting out to share insights on proactive tax planning as he aims to dispel common tax misconceptions and r...

Apr. 17, 2024
Week #16

Navigating property taxes: A deep dive into assessment and appeals

How are property tax assessments determined, and what do you do if you disagree? Find the answers in the latest episode of the Tax News & Views podcast.

Apr. 17, 2024
Week #16

Listener Q&A with Mike Jesowshek CPA

Have you ever wondered if you could hire your older child to watch your younger one and claim it as a business expense? Or are you maximizing the benefits of a Health Savings Account to its fullest po...

Apr. 17, 2024
Week #16

How many pages are in the tax code? Jeff and Scott Chat about tax code complexity

Recorded on April 15, Jeff and Scott Chat about tax code complexity. Why is the tax code so complex? Is it because life is complex? Because we have chosen to hone the tax code to achieve certain socia...

Apr. 15, 2024
Week #16

Psychology and Taxes with Ashley Quamme Ep.63

Apr. 15, 2024
Week #16

Dollar Death Spiral: Why Is the Rest of the World Buying So Much Gold Right Now?

The US Dollar has been a currency untethered from reality, and we were able to get away with it….until now.

Apr. 15, 2024
Week #16

Growing Deficit and the Future of U.S. Fiscal Policy

Apr. 12, 2024
Week #15

Step-by-Step S Corp Tax Prep Process Part 6

Andy Frye EA and Andrea MacDonald CPA start off the sixth episode of Step-by Step S Corp Tax Prep Process reviewing the issues with business clients taht do not have their accounting complete.  What d...

Apr. 12, 2024
Week #15

Revival of Property Tax Suit Puts NYC in Hot Seat

A seven-year-old lawsuit aimed at forcing overhaul of New York City's complicated property tax system has gotten a new life, after the state's high court ruled last month it could move forward. Tax Eq...

Apr. 10, 2024
Week #15

Strategic Business Structuring: Navigating Multiple Ventures and Partnership Success

Have you ever wondered how to structure your multiple business ventures efficiently while minimizing your tax burden? 

Apr. 10, 2024
Week #15

Quick Tax Extension & Tax Payment Strategy

Welcome to The Jeff Trapp Podcast. In this episode, Jeff unveils essential tax strategies for those who are running out of time to file their taxes, emphasizing the power of filing a tax return extens...

Apr. 10, 2024
Week #15

As the world turns: Macroeconomic trends

Doug McHoney (PwC’s International Tax Services Global Leader) is at PwC’s International Tax Conference in Dana Point, California with Dr. Alexis Crow, PwC’s Geopolitical Investing Practice Leader. Dou...

Apr. 10, 2024
Week #15

Survey Says Tax Confusion

All Americans are affected by the tax code—but do they understand the tax code? To find out, the Tax Foundation’s educational program, TaxEDU, and Center for Federal Tax Policy conducted a poll with P...

Apr. 09, 2024
Week #15

Surviving a Cyber Attack

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the s...

Apr. 08, 2024
Week #15

Why is this April 8th celestial event being handled so differently… What is coming with this Solar Eclipse?

If you’ve been paying attention, you’ll notice that there’s been a steady stream of articles, cautions and warnings about solar flares, communications disruptions, and tech interruptions.

Apr. 05, 2024
Week #14

The SEC’s Final Climate Disclosure Rules: Simpler but Disputed

Apr. 05, 2024
Week #14

Deadline Dilemmas: Navigating Tax Extensions and Risks

Apr. 04, 2024
Week #14

Tax Bill Holdup Offers Lessons, Some Optimism for 2025

While senators quibble over the $78 billion bipartisan tax package, the House is turning to next year, when a swath of tax cuts from the Republicans' 2017 law expire. Congress returns next week, and i...

Apr. 03, 2024
Week #14

Sustainability credits: Buying and selling explained

The Inflation Reduction Act changed the game for purchasing and transferring sustainability credits. But how? Find out more in this episode.

Apr. 03, 2024
Week #14

Top 5 Secrets to Navigating Estimated Taxes for Small Business Owners

Are you perplexed by estimated taxes and worried about potential penalties? Discover how to navigate the U.S. tax system's pay-as-you-go approach and strategically plan your payments to stay on top of...

Apr. 03, 2024
Week #14

Taxes and Regulation: New Crypto Rules Unveiled

Dive into the future of finance with "The Jeff Trapp Podcast," where host Jeff Trapp unravels the complexities of new crypto tax reporting rules. With the IRS rolling out extensive regulations, the di...

Apr. 03, 2024
Week #14

Webinar Reminder: Slash Your 2024 Taxes: Essential Strategies for Small Business Owners

Apr. 01, 2024
Week #14

It's April! What should I be doing about taxes? Ep.62

Apr. 01, 2024
Week #14

2024-04-01 Tax Court Reverses Position on Validity of Conservation Easement Regulation

Tax Court reverses position on the validity of conservation easement regulations, Supreme Court hears a closely held corporation valuation case and more

Mar. 31, 2024
Week #13

What’s a U.S. Trade or Business? Analyzing YA Global

Mar. 29, 2024
Week #13

Step-by-Step S Corp Tax Prep Process Part 5

Andy and Glen start off the fifth episode of Step-by Step S Corp Tax Prep Process with an open discussion on balancing a Balance Sheet for S Corp returns.  The difficutlies of a Sch L when all the inf...

Mar. 29, 2024
Week #13

Crime DOES pay...?

Mar. 28, 2024
Week #13

Inside Government Crackdown on Corporate Jet Tax Abuse

The corporate jet industry is the latest to be targeted by the government's efforts to make the rich pay the taxes they owe. The IRS began an audit campaign in February to clamp down on executives abu...

Mar. 27, 2024
Week #13

The IRS's 2023 Dirty Dozen list (Part 2)

Dive into the final chapter of our 2-part series "The IRS's 2023 Dirty Dozen List" on the Jeff Trapp Podcast. As the April 15th deadline approaches, we're tackling the last six scams on the IRS's watc...

Mar. 27, 2024
Week #13

Unlocking Tax Deferral: Leveraging Opportunity Zones & Mastering 1031 Exchange Property Identification

Are you maximizing the potential of your real estate investments through 1031 exchanges and Opportunity Zones?

Mar. 27, 2024
Week #13

Brazil Tax Reforms: muito complicado!

Doug McHoney (PwC’s International Tax Services Global Leader) is in São Paulo, Brazil for the first Latin American recording of the CBTT with PwC Brazil’s International Tax Leader Dr. Romero Tavares. ...

Mar. 26, 2024
Week #13

Biden’s Budget Blueprint

Mar. 26, 2024
Week #13

Are we DESTROYING our US Constitution through our interpretation of our Bill of Rights?

America isn’t just dealing with strong financial and economic headwinds, we also have pivotal legal issues on our hands. Between the Biden administration ruling on EVs, and Murthy vs. Missouri, the ve...

Mar. 26, 2024
Week #13

Charting Through the 2024 Tax Season Maelstrom

Tax professionals must steer through a complex maelstrom during the 2024filing season. Roger and Annie serve as experienced guides, helping listeners chart a course around hazards like the Employee Re...

Mar. 25, 2024
Week #13

2024-03-25 ERC Voluntary Disclosure Program Is Over - What Next

IRS discusses what happens now that the ERC voluntary disclosure program has ended, there may be a cloture vote in the Senate on the tax bill that passed the House at end of January and more.

Mar. 24, 2024
Week #12

Cordell Hull, Father of the Income Tax: A Chat with Tracey Roberts

Mar. 22, 2024
Week #12

Tax Deductions for Charitable Giving: A Chat with Nic Duquette

Mar. 22, 2024
Week #12

Senate Stasis: An Update on Congress’s Tax Deal

Mar. 22, 2024
Week #12

Digital asset playbook: Part 3 — Reporting requirements

Mar. 21, 2024
Week #12

Investors Await Companies Dishing Out More Tax Details

Coming soon to corporate financial statements: a lot more tax transparency. After seven years and three rounds of proposals, the Financial Accounting Standards Board in December published new rules re...

Mar. 20, 2024
Week #12

1031 Exchange Mastery: Skyrocket Your Real Estate Profits with Tax-Deferred Strategies

Are you maximizing your real estate investment potential through tax-deferred strategies? 

Mar. 20, 2024
Week #12

The IRS's 2023 Dirty Dozen list (Part 1)

Welcome to the Jeff Trapp Podcast, where host Jeff dives into tax planning with unmatched expertise and enthusiasm. In this special episode, the first of a two-part series, we explore the IRS's 2023 D...

Mar. 20, 2024
Week #12

How to Spot Tax Scams and Avoid Fraud

Antonio Vazquez joins Ray Davis on Taxpayer Beware to discuss how to hire real tax pros, how to spot scammers, and what to do if you get scammed.

Mar. 19, 2024
Week #12

2024-03-18 Last Call to Enter ERC Voluntary Disclosure Program

FinCEN formally announces appeal of CTA case, IRS notes ends of ERC voluntary disclosure program and more

Mar. 17, 2024
Week #11

Understanding Your Tax Return: Part 3 Ep.61

Mar. 15, 2024
Week #11

An Update on Pillar 1 Amount B

Mar. 15, 2024
Week #11

Clearing up BOI confusion and other tax advocacy updates

Melanie Lauridsen, AICPA & CIMA VP of Tax Policy & Advocacy, provides an update on several key tax initiatives that are top of mind right now. Highlights include the latest updates on beneficial owner...

Mar. 14, 2024
Week #11

Step-by-Step S Corp Tax Prep Process Part 4

Andy and Daren start off the fourth episode of Step-by Step S Corp Tax Prep Process with an open discussion the importance of keeping a paper trail and breaking down total expenses in S Corp returns. ...

Mar. 14, 2024
Week #11

Biden’s FY2025 budget: What’s included, and what does it mean?

President Biden just released his FY2025 budget plan. What does it mean for tax? Tune in to find out.

Mar. 14, 2024
Week #11

US Tax Policy: Chairman Dave Camp

Doug McHoney (PwC’s International Tax Services Global Leader) is at PwC’s International Tax Conference in Dana Point, California with former House Ways & Means Chairman Dave Camp, now senior policy ad...

Mar. 14, 2024
Week #11

New IRS Tool for Free Tax Return E-Filing Is Live

Many taxpayers with relatively simple returns can now electronically file their returns directly with the IRS for free for the first time. The IRS, after months of preparing its government-run free e-...

Mar. 13, 2024
Week #11

Maximize Your Depreciation Deductions: The Power of Cost Segregation Studies Explained

Ever wondered how you could significantly reduce your taxable income from real estate investments in just one year?

Mar. 13, 2024
Week #11

Navigating S-Corp and Partnership Extension Deadlines

Join Jeff Trapp on the Jeff Trapp Podcast for a crucial episode that every S-Corporation and Partnership owner must not miss. With the tax extension deadline looming on March 15th, 2024, Jeff breaks d...

Mar. 13, 2024
Week #11

Unpacking the Impact of TCJA, IRA, and CHIPS on the U.S. Economy

 Today, we're examining the differences between the broad incentives provided by the Tax Cuts and Jobs Act and the targeted approach of the Inflation Reduction Act and the CHIPS and Science Act. 

Mar. 12, 2024
Week #11

"The Power to Destroy": A Chat with Clyde Ray about McCulloch V Maryland

Mar. 12, 2024
Week #11

Corporate Transparency Act Ruled Unconstitutional

In this episode, Roger Harris is joined by special guest Blake Oliver to unpack some of the biggest tax stories making headlines. From a federal court ruling deeming a new business reporting law uncon...

Mar. 12, 2024
Week #11

You Might Not Want The Fed To Cut Rates After You See This

Lower interest rates are the economic “solution” many people have been hoping for, but it might actually trigger the very thing we’re afraid of - total collapse. If you look closely at the state of ba...

Mar. 11, 2024
Week #11

2024-03-11 FinCEN Announces Enforcement Reaction to Alabama Case

FinCEN announces reaction to Alabama District Court opinion, IRS warns on organizations pushing doctor's notes and more.

Mar. 10, 2024
Week #10

Navigating the Corporate Transparency Act

Mar. 08, 2024
Week #10

What's under the hood — Superseded returns

Superseded returns — essentially a replacement for an originally filed tax return — can be a useful tool, especially as it relates to partnership returns which operate in the centralized partnership a...

Mar. 07, 2024
Week #10

Tough Australian Tax Weapon Gets Court's Go-Ahead

Australian authorities continue to crack down on multinational companies it believes are trying to avoid Australian taxes—and a recent court ruling against PepsiCo Inc. gives them a tough weapon. A ju...

Mar. 06, 2024
Week #10

2024 Real Estate Tax Mastery: Unlocking Deductions & Strategies for Property Owners

Curious about how real estate can help you grow your wealth and save on taxes?

Mar. 06, 2024
Week #10

Wealth Transfer Tax Strategies For Estate Planning

Join host Jeff Trapp on a journey through the essentials of estate and tax planning. This week on The Jeff Trapp Podcast, we delve into the critical reasons why estate planning is indispensable for ef...

Mar. 06, 2024
Week #10

Excerpt: Corporate Transparency Act Ruled Unconstitutional

Here's an excerpt from next week's Federal Tax Updates podcast, Episode 27. Blake Oliver joins Roger to discuss the latest tax news headlines including how the Corporate Transparency Act has been rule...

Mar. 05, 2024
Week #10

2024-03-04 Court Questions Constitutionality of the CTA

District Court finds Congress lacked authority under the Constitution to enact the Corporate Transparency Act, Tax Courts rules on effective date of SECURE 2.0 Act and more.

Mar. 03, 2024
Week #9

Understanding your tax return: Part 2 Ep.60

Mar. 01, 2024
Week #9

Medtronic, 3M, Abbott Labs, Oh My! Transfer Pricing Update

Mar. 01, 2024
Week #9

Taxing multinationals, unitary-style

Feb. 29, 2024
Week #9

Step-by-Step S Corp Tax Prep Process Part 3

Andy and Glen start off the third episode of Step-by Step S Corp Tax Prep Process with an open discussion with the members how they have helped each other.  Sean will share is experience with business...

Feb. 29, 2024
Week #9

IRS Eyes Sports Team Owners Reaping Big Tax Benefits

Sports team owners for decades have seen enormous tax benefits from their team purchases, dispatching squads of accountants to find write-offs on things from equipment and player salaries to TV rights...

Feb. 28, 2024
Week #9

Leveraging the Pass-Through Entity Tax Credit

Welcome to the Jeff Trap Podcast, where we navigate the complex world of tax planning with ease and precision. Hosted by Jeff Trapp, a seasoned expert from the Tax Planning Pros, this podcast is a gol...

Feb. 28, 2024
Week #9

Geopolitics Unraveled: Trends for 2024

In this episode of Cross-Border Tax Talks, Doug McHoney interviews Craig Stronberg, a Senior Director in PwC's Intelligence Team, about major geopolitical trends impacting business leaders and the ope...

Feb. 28, 2024
Week #9

Deadlines Approaching: Mastering Tax Extensions and Payment Options

Are you worried about filing your tax return on time or paying your tax bill?

Feb. 28, 2024
Week #9

Launching Tax Foundation Europe

 As the world of tax policy becomes more interconnected, the Tax Foundation is stepping up, recognizing the pressing need for informed and principled tax policy education in an ever-evolving landscape...

Feb. 27, 2024
Week #9

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 about IRS scam alerts, reviewing Ci...

Feb. 27, 2024
Week #9

2024-02-26 More BOI Information from Insurer

More BOI information released by insurers, age is one of the reasons a taxpayer was denied a stay of their FBAR case and more.

Feb. 26, 2024
Week #9

Taxing Billionaire Borrowing: A New Kind of Wealth Tax?

Feb. 23, 2024
Week #8

Digital asset playbook: Part 2 — The loss ledger

The tax treatment for digital asset losses can be a complex area. Not to mention, misleading information can cause confusion for tax practitioners and taxpayers alike. Learn more about the intricacies...

Feb. 22, 2024
Week #8

Tax Value Services: A strategic tool in economic uncertainty

Trying to navigate financial pressures? Look no further. Tune in to discover how tax planning can be the key to unlocking your company’s cash savings.

Feb. 22, 2024
Week #8

Exempt or Not Exempt?

Rebecca Landeros joins Ray Davis on Taxpayer Beware to discuss the state requirements that tax professionals doing business in California must meet.

Feb. 22, 2024
Week #8

Taxing Digital Is Hard, Former State Tax Chief Says

For more than a decade, states have had to grapple with the challenge of taxing the digital economy. Peering into cyberspace, tax administrators were often left with more questions than answers. What ...

Feb. 21, 2024
Week #8

Scoring the Wyden-Smith Tax Deal: A Chat with Alexander Arnon

Feb. 21, 2024
Week #8

Foreign Income Mastery for Entrepreneurs: Your Ultimate Guide

Ever wondered if your global business ventures could be affecting your U.S. taxes more than you realize? 

Feb. 21, 2024
Week #8

The Core Foundations of Starting a Business

Dive into the world of entrepreneurial finance with "The Jeff Trapp Podcast." Hosted by Jeff Trapp, this podcast is a must-listen for anyone looking to start a business with a tax-savvy approach. Jeff...

Feb. 21, 2024
Week #8

The Convergence of All Things - Why Do World Leaders Seem to Want War

When geopolitical and economic issues collide, it puts pain on the people, but plays perfectly into the hands of politicians. They will shelter themselves in a cloud of economic craziness and shift th...

Feb. 20, 2024
Week #8

2024-02-19 Insurers Update BOI Guidance

Insurers update their guidance on BOI engagements, SALT cap bill dies in the House, and more.

Feb. 18, 2024
Week #7

Tracking the Latest on the House Tax Reform Plan

Feb. 16, 2024
Week #7

Step-by-Step S Corp Tax Prep Process Part 2

Andy and Daren start off the second episode of Step-by Step S Corp Tax Prep Process reviewing BOIR, Beneficial Ownership Information Reporting.  Since some of our members have reached out that one or ...

Feb. 15, 2024
Week #7

Understanding your tax return: Part 1 Ep.59

Feb. 15, 2024
Week #7

Multinationals Shoot Ads With State Film Tax Credits

State film tax credit programs are increasingly financing advertisements for some of the world’s largest consumer product companies, some of which subsequently sell the credits to other companies look...

Feb. 14, 2024
Week #7

Testifying about Taxes: A Chat about Congressional Testimony with Douglas Holtz-Eakin

Feb. 14, 2024
Week #7

Our Economic House of Cards Will Implode in 2024...Here's Why

The US economy has been long overdue for a correction. The fact that we escaped 2023 without one has many people believing it won’t happen. If you understand economics and the danger of not letting th...

Feb. 14, 2024
Week #7

Understanding the impact of technology on Global Mobility

Gus Juneau, Partner, Global Mobility Services, KPMG in the US, and Robert Smith, Managing Director, Global Mobility Services, KPMG in the US. Gus and Robert discuss the impact of technology on Global ...

Feb. 14, 2024
Week #7

Listener Q&A with Mike Jesowshek CPA

In this episode, Mike Jesowshek answers various listener questions regarding tax strategies, S corporation elections, hiring children for tax benefits, and setting up retirement plans for businesses w...

Feb. 14, 2024
Week #7

Self-Employed Home Loan Tax Hacks

In today's episode of The Jeff Trapp Podcast, Jeff explores the complexities of tax season and the intricacies of securing a home loan for self-employed individuals and business owners. With the IRS n...

Feb. 14, 2024
Week #7

Costly Inputs: Unraveling Sales Tax's Impact on Businesses

Feb. 13, 2024
Week #7

US Guidance Update: Pillar Two and more

On this episode, Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Wade Sutton. Wade is PwC’s Washington National Tax Service’s ITS Leader, a former adjunct professor of inter...

Feb. 13, 2024
Week #7

Navigating New Beneficial Ownership Rules

Roger and Annie kick off the 2024 tax season by explaining the new beneficial ownership reporting requirements under the Corporate Transparency Act. They detail who must comply, what information must ...

Feb. 13, 2024
Week #7

2024-02-12 Are You Giving Bad Advice on Electronic Filing?

Competing articles on whether taxpayers should file tax returns electronically, the IRS warns about limits of ERC voluntary disclosure program and more.

Feb. 10, 2024
Week #6

The Plastic Problem: Using Tax to Protect the Environment

Feb. 09, 2024
Week #6

Digital asset playbook: Part 1 — Questions and misconceptions

Misconceptions about digital asset tax compliance are common. With business tax returns now requiring taxpayers to affirm their taxable digital asset transactions, it is even more important to ask the...

Feb. 08, 2024
Week #6

Here's What to Know as Tax Filing Season Kicks Off

More than 146 million individual tax returns are expected to be filed before the end of the 2024 tax filing season. The IRS, with the help of the tens of billions of dollars in supplemental cash from ...

Feb. 07, 2024
Week #6

Bipartisan tax bill passes the house: What happens next?

A sweeping, bipartisan tax bill passed on the Senate floor. What’s in it, and what happens next? Tune in to find out.

Feb. 07, 2024
Week #6

Unlock Hidden Tax Benefits: Post-Year-End Tactics for Entrepreneurs

Did you know there are still tax-saving strategies you can implement after the year has ended? 

Feb. 07, 2024
Week #6

Mastering Tax-Advantaged Retirement Planning

In this episode of the Jeff Trapp Podcast, Jeff delves into tax-advantaged retirement planning for self-employed individuals. He covers options such as Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and Traditi...

Feb. 07, 2024
Week #6

How tax accounting teams can prepare for BEPS 2.0

BEPS 2.0 represents a monumental shift in global taxation. Multinational enterprises face multiple challenges, including adapting their tax operations, data acquisition, and infrastructure in response...

Feb. 06, 2024
Week #6

Sustainability and Transparency for Tax Professionals

In this podcast episode, Doug McHoney, PwC’s International Tax Services Global Leader, interviews Heather Horn, PwC's Assurance National Thought Leader and host of the twice-weekly PwC Accounting Podc...

Feb. 06, 2024
Week #6

2024-02-05 More Movement on Proposed Retroactive Tax Bills

The House passes one bipartisan bill and agrees to vote on another tax bill, tax filing season opens up and more.

Feb. 05, 2024
Week #6

Liberty Global and the Economic Substance Doctrine

Feb. 02, 2024
Week #5

Step-by-Step S Corp Tax Prep Process Part 1

Andy and Andrea start off the first episode of Step-by Step S Corp Tax Prep Process reviewing intake and what to expect from your clients to make it easier for you to complete their entity tax return.

Feb. 01, 2024
Week #5

The internet wouldn't lie to you, would it? Ep.58

In this episode your favorite "least boring" tax podcast hosts are back to sort out the truth on the internet. Sharing some recent tax articles they read, Steven and Ben dive into a specific example o...

Feb. 01, 2024
Week #5

States Eye Worldwide Reporting to Curb Income Shifting

For decades, states’ authorities to tax the earnings of multinational corporations have ended abruptly at the “water’s edge.” Frustration with this limitation, however, has grown in recent years as la...

Jan. 31, 2024
Week #5

The Trend in Income Inequality: A Chat with Wojciech Kopczuk

Jan. 31, 2024
Week #5

Private Wealth: Deep dive into Family Offices

How do ultra-high-net-worth families manage their wealth? Tune in to dive into the world of family offices and legacy preservation through wealth management.

Jan. 31, 2024
Week #5

Sales Tax Simplified: 3 Key Questions to Unravel Your Small Business Tax Obligations

Expert Danny Wright from Peisner Johnson discusses the intricacies of sales tax and how it applies to business owners. Core concepts are discussed including determining if a business is subject to sal...

Jan. 31, 2024
Week #5

2024 Tax Legislation Insights and Updates

Welcome to the "Jeff Trapp Podcast" where we're jumping into the latest in tax planning and strategies to empower you, the savvy business owner and taxpayer. In today's episode, we're discussing cruci...

Jan. 31, 2024
Week #5

Exploring the Impact of the 2024 Tax Relief Act

Today, we're exploring the intricacies of the latest congressional act stirring up Washington—The Tax Relief for American Families and Workers Act of 2024. 

Jan. 30, 2024
Week #5

Your 2024 Tax Season Cheat Sheet

Get ready for the 2024 tax season with Roger and Annie! They cover critical deadlines, documentation tips, e-filing requirements, ERC updates,  and other need-to-know changes that affect small busines...

Jan. 29, 2024
Week #5

2024-01-29 Bipartisan Retroactive Tax Bill Clears Ways and Means Committee

A look at what's in the tax bill that passed the Ways & Means Committee on a 40-3 vote, but still faces an uncertain future.

Jan. 28, 2024
Week #4

LLC filing essentials: what every tax pro needs to know

This week we’re covering what a tax professional needs to know about LLC filing requirements.

Jan. 27, 2024
Week #4

Worker classification 101 and the risks of misclassification

Daniel Moore, CPA, Owner — D.T. Moore and Company, LLC, discusses the recent Department of Labor rule on determining the classification of workers as either employees or independent contractors under ...

Jan. 26, 2024
Week #4

#139 People Power

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Jan. 26, 2024
Week #4

The Big Tell: Alarming Economic Indicators That Can’t Be Denied Anymore

The government and Wall Street are desperately denying it, but we’ve come to a place where the economic indicators point to disruption, devastation and an unprecedented reckoning.

Jan. 26, 2024
Week #4

What to Expect in the 2024 Filing Season

Jan. 26, 2024
Week #4

Choosing the Right Tax Pro for You

Jen Bogart, Fernando Angell, and Tom O’Saban join Ray Davis on Taxpayer Beware to discuss the differences between three types of tax professionals.

Jan. 25, 2024
Week #4

Ex-Treasury Official Plowgian Talks OECD Deal's Future

Michael Plowgian, who in December left his role as deputy assistant secretary for international affairs at the Treasury Department, had an eventful stint at the department. The former top OECD negotia...

Jan. 24, 2024
Week #4

Pillar Two: how safe is the safe harbor?

Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Steve Kohart for our first podcast in PwC’s New York studio. Steve is a PwC international tax partner based in New York, and ...

Jan. 24, 2024
Week #4

Pitfalls in Taking a Salary From Your Business

In the latest episode of the Jeff Trapp Podcast we explore the pitfalls and best practices for business owners when it comes to paying yourself from your business.

Jan. 24, 2024
Week #4

Taxing Americans Abroad: A Chat with Laura Snyder

Jan. 24, 2024
Week #4

Decoding The Tax Puzzle: Understanding Married Filing Separately

Are you wondering if filing separately might be the right choice for your tax situation? 

Jan. 24, 2024
Week #4

Tax Implications of Life Events

This week's episode on Jeff Trapp Podcast delves into the significant tax implications of major life events and caring for elderly parents. We explore how events like marriage, death, divorce, the bir...

Jan. 23, 2024
Week #4

Improvements made to MyFTB account

This week we’re covering some enhancements to the MyFTB account system that have improved and streamlined the user experience.

Jan. 19, 2024
Week #3

Hamstrung and Handicapped: The Fed’s Precarious Positions Worsens

With an eye-watering $8 trillion balance sheet, the Fed is in a precarious situation at the worst time. We have Geopolitical risks, a new (and worse) pandemic on the horizon, and no change in interest...

Jan. 19, 2024
Week #3

Moore 2.0? Analyzing Altria Group Inc. v. United States

Jan. 19, 2024
Week #3

Tax time toolkit – Navigating the start of filing season

Jan. 18, 2024
Week #3

Introducing The Corruption Diaries

In this brand new Tax Justice Network weekly podcast we take listeners on a journey through the eyes of anti-corruption veterans who were on the frontline of events that have defined our world today, ...

Jan. 18, 2024
Week #3

2024 tax policy updates: The latest from Capitol Hill

US lawmakers strike an important tax deal in 2024. Will it pass Congress? More importantly, what’s in it? Tune in to this episode to find out.

Jan. 18, 2024
Week #3

Navigating the tax and legal risk associated with DAOs

Decentralized Autonomous Organizations (DAOs) offer a new and seamless way for individuals to connect, collaborate and capitalize on ideas using smart contracts embedded

Jan. 18, 2024
Week #3

Fate of Latest Tax Proposal Is Far From Certain

Leaders of the House and Senate tax-writing committees unveiled a bipartisan framework this week that pairs business breaks with an expansion of the child tax credit, but a path toward passage remains...

Jan. 17, 2024
Week #3

Planning Ahead: The Undeniable Importance of Tax Planning Over Preparation for Business Owners

Have you ever wondered how tax planning can significantly reduce your business's tax liability compared to just tax preparation? 

Jan. 17, 2024
Week #3

Why Become an EA

Jan. 15, 2024
Week #3

Re-release: Martin Luther King Jr.'s Tax Perjury Trial: A conversation with Edgar Dyer

Jan. 15, 2024
Week #3

Tax Potpourri Ep.57

Jan. 15, 2024
Week #3

2024-01-16 Form 8308 Relief

Talks continue in Congress about a potential new tax bill and IRS issues three pieces of guidance.

Jan. 14, 2024
Week #2

FTB is going after out-of-state preparers

This week, we’re covering the requirement for a nonresident sole proprietor to pay California tax on income received from California.

Jan. 12, 2024
Week #2

Spotlighting Tax Transparency Around the Globe

Jan. 12, 2024
Week #2

Manipulating the “Facts” to Fool the Masses: The Truth About the Latest Jobs Report

When you look at the December 2023 jobs report, and see all the headlines, everything looks positive. It appears things are on an upward trend and we’re headed for a soft landing.

Jan. 11, 2024
Week #2

Finding Help & Avoiding Scams

Welcome to Taxpayer Beware from CTEC, a show dedicated to helping you gain the right knowledge, find the best tax help, and avoid the latest scams.

Jan. 11, 2024
Week #2

A Look at the US-Taiwan Tax Pact and What Happens Next

In a Congress where lawmakers are divided on an overwhelming set of issues, helping to alleviate double taxation for businesses operating in both the US and Taiwan is one with rare bipartisan unity. H...

Jan. 10, 2024
Week #2

IRS's $600 Tax Rule Postponed: What It Means for Venmo, Cash App & PayPal Users in 2024

What if you discovered that by embracing the new e-filing changes and understanding the nuances of the 1099 NEC, 1099-MISC, and 1099-K forms, you could not only streamline your tax processes but also ...

Jan. 10, 2024
Week #2

Understanding 1099 and Estimated Tax Deadlines

In this essential episode of The Jeff Trapp Podcast, "Understanding 1099 and Estimated Tax Deadlines," listeners dive into crucial tax compliance topics for business owners. Jeff Trapp, the insightful...

Jan. 10, 2024
Week #2

Tackling Financial Literacy with Jed Collins

Financial literacy is a problem that educators around the country are trying to tackle. Today, we’re speaking with Jed Collins, a former NFL player, who is leading the charge in the financial educatio...

Jan. 09, 2024
Week #2

2024-01-08 IRS Mistake Stands as Taxpayer Benefits

Congress shows some movement on a limited set of extenders for 2023, IRS mistake in notice of deficiency in the deadline to file a Tax Court petition works to a taxpayer's advantage and more.

Jan. 07, 2024
Week #1

Key nonconformity issues for 2023 returns

This week we’re covering some key California nonconformity issues for 2023 returns.

Jan. 06, 2024
Week #1

Predicting Tax-Related Court Cases with Artificial Intelligence: A Chat with BlueJ CEO Benjamin Alarie

Jan. 05, 2024
Week #1

State Tax Policy Trends to Watch in 2024

Jan. 05, 2024
Week #1

Gen AI in Tax: a new frontier

Doug McHoney (PwC’s International Tax Services Global Leader) is at PwC’s Tax Leadership Conference in breezy Orlando with Dom Megna, a New York-based tax partner leading PWC's US Tax Reporting and St...

Jan. 04, 2024
Week #1

Volatility Intensifies: Rate Cut Disappointment, Disruptions & A Crisis Decades in the Making

Quantitative tightening, and exacerbated liquidity issues, companies feeling the squeeze of shipping disruptions and a higher cost of goods and the market pushing the central bank for six rate cuts…

Jan. 04, 2024
Week #1

Business Leader Talks OECD Tax Deal and Its Impact

Over the past six months, the OECD has released multiple documents with more details on parts of the international tax deal agreed to by over 140 countries in 2021. But even with the additional clarit...

Jan. 03, 2024
Week #1

Conquer Tax Season 2024: Your Essential Prep Guide for 2023 Returns & Crucial Deadlines Every Business Owner Must Know

Can you believe we're already stepping into another year, and with it, another tax season, signaling it's time to gear up, get organized, and make this the easiest tax season yet?

Jan. 03, 2024
Week #1

2024 Tax Planning Kickoff

Welcome to another episode of 'The Jeff Trapp Podcast,' where your host, Jeff Trapp, expertly navigates the ever-changing world of taxes and personal finance.

Jan. 03, 2024
Week #1

The Long Road to Tax Certainty

With tax provisions constantly expiring and major questions looming about the future of the tax code, uncertainty reigns. Roger, Annie, and guest Thad Inge break down the state of play on tax extender...

Jan. 02, 2024
Week #1

2024-01-02 FinCEN Welcomes 2024 By Opening BOI Filing Site

FinCEN opens up their web site for the electronic filing of Beneficial Ownership Information reports.

Jan. 01, 2024
Week #1