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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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 🎧 Listen to this episode Jun. 16, 2024 Week #24 YOUR QUESTIONS ANSWERED EP.67 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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,... 🎧 Listen to this episode 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,... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode May. 21, 2024 Week #21 ROGER TESTIFIES TO CONGRESS ABOUT THE CORPORATE TRANSPARENCY ACT 🎧 Listen to this episode 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 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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: 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode May. 01, 2024 Week #18 WHAT THE HECK IS "TAX RESOLUTION"? WITH KRISTINE STEVENSON EP. 64 🎧 Listen to this episode May. 01, 2024 Week #18 BLOCKCHAIN HAVENS 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Apr. 26, 2024 Week #17 GOING TO THE SOURCE: A NEW APPROACH TO PERSONAL INCOME TAXATION 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Apr. 20, 2024 Week #16 WHAT THE END OF CHEVRON DEFERENCE MAY MEAN FOR TAX 🎧 Listen to this episode Apr. 19, 2024 Week #16 A RADICAL APPROACH TO CLIENT RELATIONSHIP BUILDING 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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, ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode Apr. 15, 2024 Week #16 PSYCHOLOGY AND TAXES WITH ASHLEY QUAMME EP.63 🎧 Listen to this episode 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. 🎧 Listen to this episode Apr. 15, 2024 Week #16 GROWING DEFICIT AND THE FUTURE OF U.S. FISCAL POLICY 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Apr. 05, 2024 Week #14 THE SEC’S FINAL CLIMATE DISCLOSURE RULES: SIMPLER BUT DISPUTED 🎧 Listen to this episode Apr. 05, 2024 Week #14 DEADLINE DILEMMAS: NAVIGATING TAX EXTENSIONS AND RISKS 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode Apr. 03, 2024 Week #14 WEBINAR REMINDER: SLASH YOUR 2024 TAXES: ESSENTIAL STRATEGIES FOR SMALL BUSINESS OWNERS 🎧 Listen to this episode Apr. 01, 2024 Week #14 IT'S APRIL! WHAT SHOULD I BE DOING ABOUT TAXES? EP.62 🎧 Listen to this episode 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 🎧 Listen to this episode Mar. 31, 2024 Week #13 WHAT’S A U.S. TRADE OR BUSINESS? ANALYZING YA GLOBAL 🎧 Listen to this episode 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... 🎧 Listen to this episode Mar. 29, 2024 Week #13 CRIME DOES PAY...? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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. ... 🎧 Listen to this episode Mar. 26, 2024 Week #13 BIDEN’S BUDGET BLUEPRINT 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Mar. 24, 2024 Week #12 TAX DEDUCTIONS FOR CHARITABLE GIVING: A CHAT WITH NIC DUQUETTE 🎧 Listen to this episode Mar. 22, 2024 Week #12 CORDELL HULL, FATHER OF THE INCOME TAX: A CHAT WITH TRACEY ROBERTS 🎧 Listen to this episode Mar. 22, 2024 Week #12 SENATE STASIS: AN UPDATE ON CONGRESS’S TAX DEAL 🎧 Listen to this episode Mar. 22, 2024 Week #12 DIGITAL ASSET PLAYBOOK: PART 3 — REPORTING REQUIREMENTS 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 🎧 Listen to this episode Mar. 17, 2024 Week #11 UNDERSTANDING YOUR TAX RETURN: PART 3 EP.61 🎧 Listen to this episode Mar. 15, 2024 Week #11 AN UPDATE ON PILLAR 1 AMOUNT B 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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-... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Mar. 12, 2024 Week #11 "THE POWER TO DESTROY": A CHAT WITH CLYDE RAY ABOUT MCCULLOCH V MARYLAND 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Mar. 10, 2024 Week #10 NAVIGATING THE CORPORATE TRANSPARENCY ACT 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Mar. 03, 2024 Week #9 UNDERSTANDING YOUR TAX RETURN: PART 2 EP.60 🎧 Listen to this episode Mar. 01, 2024 Week #9 MEDTRONIC, 3M, ABBOTT LABS, OH MY! TRANSFER PRICING UPDATE 🎧 Listen to this episode Mar. 01, 2024 Week #9 TAXING MULTINATIONALS, UNITARY-STYLE 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Feb. 26, 2024 Week #9 TAXING BILLIONAIRE BORROWING: A NEW KIND OF WEALTH TAX? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode Feb. 21, 2024 Week #8 SCORING THE WYDEN-SMITH TAX DEAL: A CHAT WITH ALEXANDER ARNON 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Feb. 18, 2024 Week #7 TRACKING THE LATEST ON THE HOUSE TAX REFORM PLAN 🎧 Listen to this episode 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 ... 🎧 Listen to this episode Feb. 15, 2024 Week #7 UNDERSTANDING YOUR TAX RETURN: PART 1 EP.59 🎧 Listen to this episode 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... 🎧 Listen to this episode Feb. 14, 2024 Week #7 TESTIFYING ABOUT TAXES: A CHAT ABOUT CONGRESSIONAL TESTIMONY WITH DOUGLAS HOLTZ-EAKIN 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode Feb. 14, 2024 Week #7 COSTLY INPUTS: UNRAVELING SALES TAX'S IMPACT ON BUSINESSES 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode Feb. 10, 2024 Week #6 THE PLASTIC PROBLEM: USING TAX TO PROTECT THE ENVIRONMENT 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Feb. 05, 2024 Week #6 LIBERTY GLOBAL AND THE ECONOMIC SUBSTANCE DOCTRINE 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode Jan. 31, 2024 Week #5 THE TREND IN INCOME INEQUALITY: A CHAT WITH WOJCIECH KOPCZUK 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 ... 🎧 Listen to this episode Jan. 26, 2024 Week #4 #139 PEOPLE POWER wp:paragraph 🎧 Listen to this episode 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. 🎧 Listen to this episode Jan. 26, 2024 Week #4 WHAT TO EXPECT IN THE 2024 FILING SEASON 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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. 🎧 Listen to this episode Jan. 24, 2024 Week #4 TAXING AMERICANS ABROAD: A CHAT WITH LAURA SNYDER 🎧 Listen to this episode 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? 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode Jan. 19, 2024 Week #3 MOORE 2.0? ANALYZING ALTRIA GROUP INC. V. UNITED STATES 🎧 Listen to this episode Jan. 19, 2024 Week #3 TAX TIME TOOLKIT – NAVIGATING THE START OF FILING SEASON 🎧 Listen to this episode 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, ... 🎧 Listen to this episode 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. 🎧 Listen to this episode 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 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode Jan. 17, 2024 Week #3 WHY BECOME AN EA 🎧 Listen to this episode Jan. 15, 2024 Week #3 RE-RELEASE: MARTIN LUTHER KING JR.'S TAX PERJURY TRIAL: A CONVERSATION WITH EDGAR DYER 🎧 Listen to this episode Jan. 15, 2024 Week #3 TAX POTPOURRI EP.57 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode Jan. 12, 2024 Week #2 SPOTLIGHTING TAX TRANSPARENCY AROUND THE GLOBE 🎧 Listen to this episode 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. 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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 ... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Jan. 07, 2024 Week #1 KEY NONCONFORMITY ISSUES FOR 2023 RETURNS This week we’re covering some key California nonconformity issues for 2023 returns. 🎧 Listen to this episode Jan. 06, 2024 Week #1 PREDICTING TAX-RELATED COURT CASES WITH ARTIFICIAL INTELLIGENCE: A CHAT WITH BLUEJ CEO BENJAMIN ALARIE 🎧 Listen to this episode Jan. 05, 2024 Week #1 STATE TAX POLICY TRENDS TO WATCH IN 2024 🎧 Listen to this episode 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... 🎧 Listen to this episode 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… 🎧 Listen to this episode 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... 🎧 Listen to this episode 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? 🎧 Listen to this episode 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. 🎧 Listen to this episode 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... 🎧 Listen to this episode 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. 🎧 Listen to this episode Jan. 01, 2024 Week #1 COPYRIGHT © 2024