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

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(00:00) - Welcome to Federal Tax Updates
(03:51) - Preparing for next tax season
(06:32) - IRS updates
(10:46) - ERC updates
(21:52) - Withdrawing ERC claims
(31:35) - Repaying ERC funds
(41:32) - Beneficial ownership reporting
(51:23) - Timing of beneficial ownership reporting

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Roger Harris
Annie Schwab

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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