Fraud Claims and Client Trust
Listen now
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-52439961 Connect 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 Media The full transcript for this episode is available by clicking on the Transcript tab at the top of this page All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
More Episodes
Roger testified April 30th, before the House Committee on Small Business. Roger was asked to speak on the small business perspective during a full committee hearing titled, "Under the Microscope: Examining FinCEN's Implementation of the Corporate Transparency Act."Roger's goal in attending this...
Published 05/20/24
Published 05/20/24
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 evaluating firm performance, addressing remaining extensions and IRS notices, and navigating...
Published 05/06/24