Inherited Roth IRA accounts and RMDs
This week we’re discussing RMD requirements for inherited Roth IRAs.
Sep 09, 2024•4 min
Spidell's Federal Tax Minute
Welcome to Spidell’s Federal Tax Minute, a weekly podcast that focuses on federal tax news snippets to keep you up-to-date on the issues that affect your clients and your practice, in an audio format that you can access at your office or on your phone. So give us a minute, and we'll give you news you can use.
Last refreshed: ⓘ
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episodes
Registration tips when using the IRS’s IRIS portal
This week we’re discussing registration tips for using the IRS’s IRIS portal for information returns.
Aug 30, 2024•4 min
When to file MFS versus MFJ
This week we’re discussing the advantages and disadvantages of filing married filing separate versus married filing joint.
Aug 26, 2024•5 min
Multifactor authentication is a requirement for tax professionals
This week we’re discussing the multifactor authentication requirement for tax professionals to safeguard sensitive client information.
Aug 15, 2024•5 min
The varied uses of Form 2553
This week we’re talking about Form 2553 and the ways it can be used beyond just for making an S corporation election.
Aug 12, 2024•5 min
Tricks and traps of the credit for electric and hybrid vehicles
This week, we’re talking about the credit for electric and hybrid vehicles, and some clarifications to be aware of.
Aug 05, 2024•5 min
Understanding the mega back-door Roth strategy
This week we’re discussing the mega back-door Roth and what’s required to be able to take advantage of this strategy.
Jul 29, 2024•4 min
Update on digital asset reporting
This week, we’re covering the latest guidance on digital asset reporting.
Jul 22, 2024•4 min
Planning for Roth SEP and SIMPLE IRAs
This week we’re discussing Roth SEP and SIMPLE IRAs, how to report contributions, and planning tips.
Jul 12, 2024•4 min
Investing for young adults
This week, we’re covering investment strategies for young adults and children.
Jul 08, 2024•4 min
Social Security simplifies the disability evaluation process
This week, we’re covering changes that the Social Security Administration is making to simplify the disability evaluation process.
Jul 01, 2024•4 min
Final regulations released for increased clean energy project benefits
This week, we’re talking about final regulations the IRS has released for increased clean energy project benefits.
Jun 24, 2024•4 min
Limited partner self-employment tax back in the courts
This week we’re discussing limited partners and self-employment tax, and some recent cases on this issue.
Jun 17, 2024•4 min
New Energy Efficient Home Credit
This week we’re covering the requirements for the New Energy Efficient Home Credit available to builders and contractors.
Jun 10, 2024•4 min
Solar panel payments and property taxes
This week we’re covering the tax effects of financing solar panels through the PACE and HERO programs.
Jun 03, 2024•4 min
Know when a private collection agency call is legitimate
This week we’re covering the private collection agencies used by the IRS, and how to know if a call from one of these agencies is legitimate.
May 23, 2024•4 min
Repaying Social Security benefit overpayments
This week we’re talking about repaying Social Security benefit overpayments, and some recent policy changes regarding these payments.
May 20, 2024•4 min
When do you need to file an amended income tax return?
This week we’re covering when a taxpayer is and is not required to file an amended return.
May 13, 2024•4 min
Homeowners association dues and assessments
This week we’re discussing homeowners association dues and assessments and when they’re deductible.
May 06, 2024•4 min
Understanding Form 1098-Q
This week, we’re covering Form 1098-Q, which provides information on qualified longevity annuity contracts.
Apr 29, 2024•4 min
ERC relief still available beyond the Voluntary Disclosure Program
This week we’re covering two avenues still available for taxpayers who missed the Employee Retention Credit voluntary disclosure program.
Apr 18, 2024•5 min
The basics of restricted stock units (RSUs)
This week we’re covering the basics of restricted stock units including the disposition of stock acquired through restricted stock units and basis issues.
Jan 29, 2024•4 min
Tax deal funded by ERC claimant and promoter penalties and limiting new applications
This week we’re covering the new tax deal that’s in the works and how it’s tied to the Employee Retention Credit.
Jan 23, 2024•4 min
Register now to e-file 1099s with the IRS
This week we’re covering the IRS’s online portal for filing 1099s and some tips for using it.
Jan 12, 2024•4 min
IRS business tax account system expanded
This week we’re covering recent updates to the IRS’s new business tax account system.
Jan 08, 2024•3 min
The basics of §529 plans
This week we’re covering §529 plan basics regarding contributions, distributions, and which expenses qualify.
Dec 30, 2023•4 min
When are limited partners subject to self-employment tax?
This week we’re covering a recent Tax Court case that looked at the applicability of self-employment tax to limited partners.
Dec 21, 2023•4 min
Clean vehicle credits available through dealerships
This week we’re discussing the clean vehicle credits that are available through dealerships.
Dec 19, 2023•5 min
Interplay and overlap of 1099-Ks and 1099-NECs
This week we’re covering Forms 1099-NEC and 1099-K and the issues that can arise when certain payments appear on both of these forms.
Dec 09, 2023•5 min
Beneficial ownership reporting requirement is approaching
This week we’re covering the beneficial ownership reporting requirement which starts January 1, 2024, for certain entities formed in 2024.
Dec 04, 2023•4 min
Hosted on Libsyn
For the best experience, listen in Metacast app for iOS or Android