1 min listen
Fraud Claims and Client Trust
ratings:
Length:
50 minutes
Released:
Dec 18, 2023
Format:
Podcast episode
Description
Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third party fraud claims.SponsorsPadgett - Contact Padgett or Email Jeff Phillips
(00:00) - Welcome To Federal Tax Updates
(04:30) - Communicating with clients at the start of the pandemic
(08:11) - Making information available as a service to the community
(10:03) - Transitioning to a remote work model
(17:18) - Handling client expectations around ERC
(26:42) - Preparing for audits and potential repayment
(36:54) - Importance of staying informed on programs like ERC
(43:51) - IRS guidance delaying Form 1099-K requirement
Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Davehttps://www.linkedin.com/in/dave-gribben-52439961Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
(00:00) - Welcome To Federal Tax Updates
(04:30) - Communicating with clients at the start of the pandemic
(08:11) - Making information available as a service to the community
(10:03) - Transitioning to a remote work model
(17:18) - Handling client expectations around ERC
(26:42) - Preparing for audits and potential repayment
(36:54) - Importance of staying informed on programs like ERC
(43:51) - IRS guidance delaying Form 1099-K requirement
Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Davehttps://www.linkedin.com/in/dave-gribben-52439961Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Released:
Dec 18, 2023
Format:
Podcast episode
Titles in the series (36)
The Best Tax Podcast for CPAs, EAs, and Tax Preparers: Keep up to date on the latest federal tax information, directly from tax practitioners. Earn NASBA approved CPE and IRS approved CE credits for listening. by Federal Tax Updates