This week we’re covering a Notice and some FAQs the IRS released regarding the new Clean Vehicle Credit.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-17-23.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-issues-guidance-on-new-clean-vehicle-credit
This week we’re covering voluntary and involuntary administrative dissolution procedures for unused entities.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-15-23.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-dissolving-unused-entities
This week we’re covering a few of the SECURE 2.0 Act provisions that go into effect in 2023.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-10-23.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-2-0-act-provisions-going-into-effect-in-2023
This week we’re covering the FTB’s City and County tax information sharing program as it relates not only to home-based businesses, but to employees working remotely from home.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-08-23.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-ftbs-city-county-tax-information-sharing-program
This week we’re covering one of the provisions of the new SECURE 2.0 Act, which deals with §529 plan rollovers to Roth accounts.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-03-23.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-2-0-allows-for-529-plan-rollovers-to-roth-accounts
This week we’re discussing the e-pay mandate and the penalties for failing to make mandatory e-payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-01-23.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-help-clients-avoid-mandatory-e-pay-penalties
This week we’re covering the advantages and disadvantages of the married filing separate filing status.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-27-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-mfs-versus-mfj-a-primer
This week we’re covering some proposals for change that Spidell presented at the FTB’s recent Taxpayer Bill of Rights Meeting.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-25-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-timely-information-sharing-publicizing-form-changes-top-spidells-wish-list
This week we’re discussing a Revenue Procedure that provides for a simplified accounting method change for research expenses.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-20-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-simplified-accounting-method-change-available-for-research-expenses
This week we’re discussing California’s Middle Class Tax Refund eligibility and taxability.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-18-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-middle-class-tax-refunds-arent-really-tax-refunds
This week we’re covering the Schedules K-2 and K-3 domestic partnership exemption, which has been expanded and revised.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-13-22-1.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-schedule-k-2-k-3-domestic-partnership-exemption-expanded-and-revised
This week we’re covering the elimination of the SDI wage base cap, and what you can do to prepare for this new tax increase on wage earners.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-11-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-sdi-wage-base-cap-eliminated-starting-in-2024
This week we’re covering the IRS’s new online filing system, which is expected to launch in early 2023.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-06-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irss-new-online-1099-filing-system-on-track-to-launch
This week we’re covering the passthrough entity tax June 15 prepayment requirement as it relates to new entities and fiscal-year taxpayers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-04-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-june-15-passthrough-entity-tax-prepayment-fiscal-year-taxpayers-new-entities-and-more
This week we have some tax planning tips to consider before the end of the year.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-29-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-consider-these-year-end-tax-planning-moves
This week we’re covering information notices the FTB may send to verify a taxpayer’s identity and the best way to safely respond.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-27-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-how-to-handle-the-ftbs-identity-verification-notices
This week we’re covering some relief provided by the IRS from the proposed required minimum distribution rules.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-22-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-provides-relief-from-proposed-required-minimum-distribution-rules
This week we’re discussing changes made to base-year value transfers under Proposition 19.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-20-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-base-year-property-transfers-got-a-whole-lot-easier-under-proposition-19
This week we’re discussing the new research and development rules and how these rules may mean an increase in taxes for some taxpayers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-15-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-making-a-timely-estate-tax-portability-election
This week we’re covering the taxability of California’s Middle Class Tax Refund.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-13-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-are-californias-middle-class-tax-refunds-subject-to-federal-tax
This week we’re discussing the new research and development rules and how these rules may mean an increase in taxes for some taxpayers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-08-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-remember-new-randd-deduction-rules-when-planning-fourth-quarter-estimates
This week we’re covering the FUTA tax increase that’s coming in January as a result of California’s Unemployment Insurance Fund loan balance.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-06-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-futa-taxes-will-increase-in-january
This week we’re covering a filing exception for Schedules K-2 and K-3 for certain domestic partnerships.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-01-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-draft-form-instructions-provide-welcome-k-2-k-3-filing-relief
This week we’re talking about some considerations regarding making additional 2022 passthrough entity elective tax payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-30-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-should-an-entity-make-additional-passthrough-entity-tax-payments-before-the-end-of-2022
This week we’re covering the recent cost of living adjustment for Social Security benefits, how this may affect the taxability of these benefits, and some tax planning strategies.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-25-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-large-cost-of-living-adjustment-for-social-security-announced
This week we’re covering dissolutions, as a reminder that entities no longer have to dissolve by December 31.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-23-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/remember-california-no-longer-requires-entities-to-dissolve-by-december-31
This week we’re discussing final regulations that change the way health care plan affordability is determined for spouses and dependents.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-18-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-final-regulations-expand-eligibility-for-premium-tax-credits
This week we’re covering education letters that the FTB is sending to taxpayers regarding Schedules A and C.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-16-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-ftb-is-sending-out-education-letters
This week we’re covering excess IRA contributions and application of the excise tax.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-11-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-excess-ira-contributions/
This week we’re talking about some new and existing tax benefits for energy efficiency and other conservation measures.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-09-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-californias-tax-benefits-for-conservancy-and-efficiency/
This week we’re covering employer health insurance mandate letters that the IRS is sending to initiate assessing employer shared responsibility payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-04-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-sending-employer-health-insurance-mandate-letters/
This week we’re covering legislative changes to the cannabis excise tax and potential penalties.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-02-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-cannabis-excise-tax-changes
This week we’re discussing when a period of nonqualified use would limit the amount of gain on the sale of a principal residence that’s excludable from income.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-27-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-121-exclusion-limited-when-vacation-or-rental-property-converted-to-personal-residence
This week we’re discussing new questions on California business tax returns related to reporting and remitting unclaimed property.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_09-25-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-new-unclaimed-property-questions-on-california-tax-returns
This week we’re talking about the basics of Series I bonds, which come with a number of benefits and can be purchased using a tax refund.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-20-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-interest-is-growing-in-series-i-bonds
This week we’re talking about making California adjustments to tax basis capital accounts.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_09-18-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-tax-basis-capital-account-reporting
This week we’re covering a recent change to which employers are required to register with the CalSavers program.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_09-11-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-calsavers-will-apply-to-more-employers
This week we’re covering superseding returns and some things to keep in mind when filing these returns.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-13-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-superseding-returns-just-got-easier-to-file
This week we’re talking about the SECURE Act and how it changes the inherited IRA rules.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-06-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-act-brings-big-changes-to-inherited-iras
This week we’re discussing the California tax treatment of student loan forgiveness based on California’s complex conformity to federal law.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_09-04-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-california-tax-treatment-of-student-loan-forgiveness
This week we’re covering the new student loan debt relief plan, including some open questions regarding the plan.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-30-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-student-loan-debt-relief-plan
This week we’re discussing the tax outcome of one spouse living and working outside of California while the other spouse is still in California.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_08-28-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-community-income-and-residency
This week we’re talking about some things to keep in mind when filing Schedules K-2 and K-3.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-23-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-filing-guidance-coming-for-schedules-k-2-and-k-3
This week we’re discussing erroneous passthrough entity elective tax refunds and what to do if your client has received one of these refunded payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_08-21-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-mismatched-and-unclaimed-real-estate-withholding/
This week we’re going to touch on some of the key tax incentives contained in the Inflation Reduction Act that will impact most taxpayers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-16-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-key-incentives-in-the-inflation-reduction-act-of-2022
This week we’re covering mismatched and unclaimed real estate withholding and things for practitioners should look out for.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_08-14-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-mismatched-and-unclaimed-real-estate-withholding/
This week we’re covering internet start-up companies and the timing regarding these businesses begin and when development costs can be expensed, as outlined in a recent Tax Court case.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-09-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-internet-company-start-up-expenses
This week we’re covering an FTB legal ruling regarding nonresident sales of partnership interest.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_08-07-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-surprise-ruling-regarding-nonresident-sale-of-partnership-interest
This week we’re covering tax considerations for college athletes who have name, image, and likeness income.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-02-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-college-athletes-with-name-image-and-likeness-income
This week we’re covering the emergency Proposition 19 rules adopted for parent–child transfers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_07-31-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-emergency-proposition-19-rules-adopted-for-parent-child-transfers
This week we’re discussing wealth planning with intrafamily loans.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-26-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-wealth-planning-with-intrafamily-loans
This week we’re covering payroll tax increases that will be coming in January 2023 as a result of unemployment claims paid during the pandemic.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_07-24-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-payroll-tax-increases-coming-in-january
This week we’re talking about §1031 exchanges and when it might be a good idea not to enter into an exchange transaction.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-19-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-1031-exchange-considerations/
This week we’re covering AB 194, which was signed as part of the 2022-2023 budget deal, addressing PPP conformity, first-time penalty abatement, and other provisions.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_07-17-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-budget-bill-provides-some-tax-relief
This week we’re covering the passthrough entity elective tax and how it intersects with nonresident withholding requirements.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_07-10-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-passthrough-entity-elective-tax-and-nonresident-withholding
This week we’re talking about some tax strategies for dealing with cryptocurrency losses.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-12-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-tax-strategies-for-cryptocurrency-losses
This week we’re covering short-term rentals and how to report the income.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-05-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-tax-rules-for-short-term-rentals/
This week we’re covering the top reasons for e-file rejections for business and individual returns.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_07-03-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-top-reasons-for-e-file-rejections/
This week we’re comparing the current House and Senate bills that act as follow-up proposals to the 2019 SECURE Act.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/FTM_06-28-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-proposed-secure-act-2-0-legislation/
This week we’re covering some considerations for paying employees with cryptocurrency.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-21-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-paying-employees-in-cryptocurrency
This week we’re covering some FAQs regarding like-kind exchanges and filing California Form 3840.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_06-19-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-california-like-kind-exchanges-form-3840-faqs
This week we’re covering home office expense deductions.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-14-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-home-office-expense-faqs
This week we’re talking about property tax increases for partial transfers of property.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_06-12-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-property-tax-increases-for-partial-transfers/
This week we’re covering a comparison of holding property in different entity types.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-07-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-pitfalls-of-holding-property-in-a-corporation
This week we’re covering nonresident sole proprietor income and when it may be subject to California tax.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_06-05-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-taxing-nonresident-sole-proprietor-income/
This week we’re discussing proposed regulations that affect required minimum distributions for IRAs inherited after 2019.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-31-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-rmd-proposed-regulations-raise-major-questions
This week we’re talking about the estimated gross receipts fee for LLCs, which is due on June 15.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_05-29-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-estimated-gross-receipts-fee-for-llcs-due-soon/
This week we’re covering some proposed regulations that would limit the relief for large gifts made prior to the estate tax exclusion dropping back to $5 million in 2026.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-24-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-limits-relief-for-large-gifts-prior-to-estate-tax-exclusion-dropping
This week we’re covering the June 15 due date for passthrough entity elective tax prepayments and some things to consider when making these payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_05-21-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-june-15-passthrough-entity-elective-tax-prepayments
This week we’re talking about expanded virtual currency reporting requirements under the Infrastructure Investment and Jobs Act.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-17-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-update-on-expanded-cryptocurrency-reporting-requirements
This week we’re covering ten tips for changing California residency.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_05-15-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-10-tips-for-changing-california-residency-domicile
This week we’re covering the Employee retention Credit, specifically amending returns to take the credit and some penalty relief that’s available.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-10-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-amending-returns-to-take-the-employee-retention-credit
This week we’re covering mandatory e-pay, including penalties and waiver requests and passthrough entity elective tax payments.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_05-08-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-mandatory-e-pay-requirements
This week we’re covering the new Schedules K-2 and K-3 and which entities are required to file.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-03-22.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/filing-new-schedules-k-2-and-k-3
This week we’re covering the upcoming June 15 deadline to make the first of two passthrough entity elective tax payments, and what happens if that payment is late or underpaid.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_05-01-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-passthrough-entity-tax-payments-due-soon/
This week we’re covering an upcoming CalSavers registration deadline to be aware of.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_04-24-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-calsavers-registration-deadline-is-approaching/
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/4-17/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/4-10/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/4-3/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/3-27/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/3-20/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/3-13/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/3-6/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/2-27/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/2-20/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/2-13/tribune.html
In this issue:
You can read this week’s edition of Spidell’s Tax Season Tribune at:
www.caltax.com/spidellweb/public/marketing/taxseasontribune/2022/2-6/tribune.html
In this issue:
This week we’re covering a few of the frequently asked questions we’ve been getting about California’s passthrough entity elective tax.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-30-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-passthrough-entity-elective-tax-faqs/
This week we’re clarifying when you need to send a 1099-NEC to the FTB, along with some deadlines coming up at the end of January.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-23-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-form-1099-nec-and-other-deadlines-are-approaching
This week we’re covering changes to MyFTB that will allow for faster registration.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-16-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-coming-soon-faster-access-to-myftb-account/
This week we’re covering the FTB’s recent self-correct letter campaign to Schedule C filers.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-09-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-schedule-c-taxpayers-receiving-self-correct-letters/
This week we’re covering the approaching due date for repaying the first portion of any social security taxes that an employer may have deferred.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_01-02-22.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-deferred-social-security-tax-payments-are-due
This week we’re covering some year-end tax planning tips for individuals and businesses.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-26-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-year-end-tax-planning
This week we’re covering some issues with making passthrough entity elective tax payments and what need to know about the process.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-19-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-passthrough-entity-elective-tax-payment-issues-explained/
This week we’re covering verification letters that lenders and other third parties often ask tax professionals to provide, and the pitfalls of providing these letters.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_12-12-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-lender-letters-tips-and-traps
This week we’re covering some recent guidance on the 100% meals deduction as it relates to taxpayers who use the per diem rates.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-21-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-guidance-on-100-meals-deduction-per-diem-rates
This week we’re covering some of the tax provisions contained in the Build Back Better Act, which still has yet to be voted on.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-14-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-latest-build-back-better-act-provisions
This week we’re covering frequently asked questions about the passthrough entity elective tax.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_11-7-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-passthrough-entity-elective-tax-faqs/
This week we’re looking at a new IRS form for reporting shareholder basis.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-31-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-new-s-corporation-shareholder-basis-reporting-form/
This week we’re talking about some forms changes to be aware of for the 2021 tax year.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/SCM_10-24-21.mp3
Subscribers to Spidell’s California Taxletter® or the Online Research Package can access the transcript here: https://www.caltax.com/research/california-taxletter/podcast-transcripts/podcast-which-california-forms-will-change-for-the-2021-tax-year