Podcasts about tax practitioner

We're joined by Ronald Matande, Tax Practitioner and Head of Operations at the Financial Planning Institute of South Africa. Ronald brings a deep understanding of the economic impacts that international policies can have on local markets, offering a crucial perspective on what South Africa might expect from Trump's return to office.See omnystudio.com/listener for privacy information.

To help us unpack these issues, we're joined by Ronald Matande, Tax Practitioner and Head of Operations at the Financial Planning Institute of South Africa (FPI). Ronald brings expert insights into what South Africans can expect from this two-pot tax system—what it means for their retirement savings, tax obligations, and long-term financial planning. He'll also shed light on how consumer expectations may shift in response to these changes.See omnystudio.com/listener for privacy information.

Bronwin Richards is a Tax Attorney at Tax Consulting SA and joins Africa to speak on the importance of selecting a reputable Tax Practitioner.See omnystudio.com/listener for privacy information.

  Relebogile is joined by Masego Mabuse, Tax Practitioner shedding light on measures to take when one's bank account has been frozen and some of the reasons that could contribute to this occurrence. See omnystudio.com/listener for privacy information.

https://blacksite32.com Lady Divergent is a born and raised Floridian. She is a serial “mompreneur”. She has mastered managing her ever growing businesses and having time to attend to her beautiful family. Currently she holds 12+ years of experience as a private tax practitioner and a recent paralegal Graduate of Berkeley University . She is highly knowledgeable in the private execution of taxation and estate planning. She is well-versed in the various tax forms and the compliance associated with each form. Lady Divergent has worked with numerous clients and knows the importance of keeping current with the ever-evolving tax codes. She has a passion for helping her clients. Helping her clients plan for their future and teaching her clients about financial independence.  Decency and Order  is Lady Divergent's  clear mission. Lady Divergent is an expert in her field and strives to provide the best possible services for her public and private clients. Divergent is a born and raised Floridian. She is a serial “mompreneur”. She has mastered managing her ever growing businesses and having time to attend to her beautiful family. Currently she holds 12+ years of experience as a private tax practitioner and a recent paralegal Graduate of Berkeley University . She is highly knowledgeable in the private execution of taxation and estate planning. She is well-versed in the various tax forms and the compliance associated with each form. Lady Divergent has worked with numerous clients and knows the importance of keeping current with the ever-evolving tax codes. She has a passion for helping her clients. Helping her clients plan for their future and teaching her clients about financial independence.  Decency and Order  is Lady Divergent's  clear mission. Lady Divergent is an expert in her field and strives to provide the best possible services for her public and private clients.

Lady Divergent is a born and raised Floridian. She is a serial “mompreneur”. She has mastered managing her ever growing businesses and having time to attend to her beautiful family. Currently she holds 12+ years of experience as a private tax practitioner and a recent paralegal Graduate of Berkeley University . She is highly knowledgeable in the private execution of taxation and estate planning. She is well-versed in the various tax forms and the compliance associated with each form. Lady Divergent has worked with numerous clients and knows the importance of keeping current with the ever-evolving tax codes. She has a passion for helping her clients. Helping her clients plan for their future and teaching her clients about financial independence.  Decency and Order  is Lady Divergent's  clear mission. Lady Divergent is an expert in her field and strives to provide the best possible services for her public and private clients. Divergent is a born and raised Floridian. She is a serial “mompreneur”. She has mastered managing her ever growing businesses and having time to attend to her beautiful family. Currently she holds 12+ years of experience as a private tax practitioner and a recent paralegal Graduate of Berkeley University . She is highly knowledgeable in the private execution of taxation and estate planning. She is well-versed in the various tax forms and the compliance associated with each form. Lady Divergent has worked with numerous clients and knows the importance of keeping current with the ever-evolving tax codes. She has a passion for helping her clients. Helping her clients plan for their future and teaching her clients about financial independence.  Decency and Order  is Lady Divergent's  clear mission. Lady Divergent is an expert in her field and strives to provide the best possible services for her public and private clients.

Tax Practitioner  & Former SARS Group Executive Johann Van Loggerenberg discussed the tax implications when making charitable donation in pursuit of philanthropic goals. See omnystudio.com/listener for privacy information.

Many tax practitioners think their clients are insulated from the world of international tax issues. However, as the business environment continues to evolve globally, tax practitioners need to make sure they are taking inventory of various international tax matters. International tax policies can dramatically affect business decisions, job creation and retention and office and plant locations. Having exposure to international tax issues will allow tax practitioners to spot potential issues and provide a value-add service to clients. In this Tax Section Odyssey episode, April Walker, CPA, CGMA, from the AICPA Tax Section and Jason Freeman JD, CPA, Managing Member — Freeman Law, highlight the latest happenings in the current and future international tax landscape. Jason provides an avenue for CPA practitioners to learn more at the upcoming Freeman Law International Tax Symposium taking place November 18-19, 2021 and shares various AICPA resources and programs.  What you'll learn in this episode What international tax issues should a tax practitioner focus on (1.42) Overview of the Freeman Law International Tax Symposium (2.50) Why all tax practitioners need to have awareness of international tax issues (5.59) Jason's advice for small practices without an international alliance option and how to find specialists (8.02) Potential international tax policies that could be included in future tax legislation (10.19) Reporting requirements for Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations (14.41) AICPA U.S. International Tax Certificate program (16.08) A page from Jason's travel journal (18.19) AICPA resources AICPA International Tax Hub — A compendium of international tax resources S. International Tax Certificate program — The AICPA U.S. International Tax Certificate Program provides accounting and finance professionals the competencies needed to navigate the international tax environment. Other resources The Freeman Law International Tax Symposium — Join leading tax experts from across the globe on November 18–19, 2021 as they discuss tax trends that are reshaping international taxation.  Note: If your podcast app does not hyperlink to resources, visit https://taxodyssey.libsyn.com to access show notes with direct links. This episode is brought to you by the AICPA's Tax Section, your home base to maintain your professional edge. To learn more about the Tax Section, check out aicpa.org/tax or sign up for a free web tour.

Here's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for accounting firms and the author of  The Accountant's Social Media Handbook and SEO for CPAs: The Accountant's Handbook, both published by CPA trendlines at https://cpatrendlines.comendlines.com/shop. Ge the transcript, handouts and other downloads for this episode here: https://cpatrendlines.com/?p=89410See Becky Livingston's latest articles at CPA Trendlines

The pressure to adapt business models to the present while simultaneously preparing for the future has always been a force acting upon professionals.    On this Tax Section Odyssey episode, April Walker, CPA, CGMA, Lead Manager — Association of International Certified Professional Accountants, representing AICPA & CIMA, and Donald A. Nelson, EA, Co-Founder — Pacesetter Tax, discuss current technology buzz words and what it takes to become modern firm in a sustainable model. What you'll learn in this episode What the term “embrace the change” means (0.50) Evaluate your tech stack (3.08) The IRS tech stack (4.50) Key things to keep in mind when considering modifications to your tech stack (7.00) What a “modern firm” is (8.01) Ways to incorporate automation to facilitate efficiency (9.37) Steps firm leaders can take to help themselves and staff avoid burnout (14.58) Overview of Pacesetter Tax (17.39) AICPA resources Technology hub – Provides access to the latest technology information, tools and resources to best serve your clients or support the organization where you work. Tax Practice Quarterly: Managing a Tax Practice in the Modern World | Tax Section webcast archive – Webcast archive from May 19, 2021 that covers important issues such as how to expand your service offerings as a result of the pandemic, delve into the evolution of the virtual tax practice and explore best practices from a human resource and a client-service perspective Talking to clients about the advanced child tax credit before July | Tax Section Odyssey – This podcast, recorded in late June 2021, covers the latest news to date regarding the child tax credit advanced payments and the related online tools and portals. 2020 tax software survey – Journal of Accountancy article featuring the results of their annual tax software survey Other resources Pacesetter Tax – Integrated solution that allows tax preparation practices to work more efficiently and serve clients more effectively. Pacesetter Tax is designed to work seamlessly with whatever tax software your practice uses, from basic to top-of-the-line, and to replace the patchwork of other one-off tools that don't play nicely together.   Note: If your podcast app does not hyperlink to resources, visit https://taxodyssey.libsyn.com to access show notes with direct links. This episode is brought to you by the AICPA's Tax Section, your home base to maintain your professional edge. To learn more about the Tax Section, check out aicpa.org/tax or sign up for a free web tour.

This recording explains the evolving attacks against conservation easement deductions by the IRS, describes the scope and limitations of the Section 7525 federally authorized tax practitioner privilege, and identifies the theories recently raised by the IRS in its effort to gather all potentially pertinent data, including communications with accountants.

A BUYER'S GUIDE TO THE UDZ TAX INCENTIVE What is a UDZ tax incentive? In this episode, our guest will delve into the mechanics of this tax incentive and how the property owners can take advantage of it. Set up your reminder now and don't miss out! #YourSpaceYourRules #PrivateProperty #LivePodcast Guest Name – Barbara Mundell Designation- Accountant & Tax Practitioner, Financial Planner and Director Guest Company Name: Barbara Mundell Consult Website link: https://www.barbaramundell.co.za/about/barbara-mundell/Linkedin: https://www.linkedin.com/in/barbara-mundell-cfp® Previous Episode: https://www.youtube.com/watch?v=gO5V0I6JSsQBinge watch some of our episodes on the Podcast Playlist: https://www.youtube.com/playlist?list=PLvGS_Muz6CQl5JbHPktknfU08pPw0n3pdSubscribe to the Channel: https://www.youtube.com/channel/UCgrpFBt6fAsBgz84MFMKkKQ Private Property aims to change the way South Africans find their next property, by making the search easier, simpler, and that much faster. From refreshed new website features to launching SA's smartest property app, the search for a home has never been more simple with Private Property. 00:00 Show starts 01:03 Introduction by Zama 05:48 Question 1 – What exactly is the UDZ tax incentive? 06:25 Answer – Barbara Mundell 07:51 Question 2 – How would somebody know that they've bought into an early development zone? 08:17 Answer - Barbara Mundell 09:27 Question 3 – What are some of the benefits of buying into these kinds of areas? 09:58 Answer - Barbara Mundell 12:17 Question 4 – What is the second one? 12:29 Answer - Barbara Mundell 16:53 Break 18:00 After the break with Zama 19:38 Comment 1 - Facebook 20:04 Question 5 – Are you able to access that incentive? 20:29 Answer - Barbara Mundell 23:08 Question 6 – Facebook 24:01 Answer - Barbara Mundell 26:13 Question 7 – What are some of the considerations before buying into UD zone? 26:40 Answer - Barbara Mundell 29:21 Question 8 – Potential downside of buying in a UD zone 29:36 Answer - Barbara Mundell 31:05 Closing remarks – Zama

PREPARE YOUR FINANCES! ENSURE A SUCCESSFUL HOME LOAN APPLICATION WITH THESE EXPERT TIPS You often hear experts talking about a budget, a great credit score, and finding a qualified agent to help you make the best property purchase. What exactly are the key elements to consider when securing a successful home loan application? In this episode, our expert will shed some light on some of the crucial steps and the necessary considerations for every first-time homebuyer. Are you ready for this informative episode, make sure you set your alarm and tune in at exactly 7pm! #YSYR #YourSpaceYourRules #PrivateProperty Guest Name – Barbara Mundell Designation- Accountant & Tax Practitioner, Financial Planner, and Director Guest Company Name: Barbara Mundell Consult Website link: https://www.barbaramundell.co.za/about/barbara-mundell/Linkedin: https://www.linkedin.com/in/barbara-mundell-cfp® Chapters/Bookmarks 00:00 Show starts 00:41 Introduction by Zama 03:24 Question 1 - Take us through the first few things of finance when applying for your first home. 03:33 Answer 1 - Barbara Mundell 05:40 Question 2 - Debt vs Assets - What is the sweet spot? 06:10 Answer 2 - Barbara Mundell 08:33 Comment 1 - YouTube - Siphokazi Fikeni 09:25 Question 3 - How do we safeguard against bad credit scores? 10:16 Answer 3 - Barbara Mundell 12:57 Questions 4 - What to do with or avoid unplanned expenses when purchasing a new home/property? 13:04 Answer 4 - Barbara Mundell 17:18 Break 18:25 After the break with Zama 19:10 Question 5 - Some of the mistakes you've seen in the home loan application seen? 20:16 Answer 5 - Barbara Mundell 22:44 Comment 2 - Facebook 26:46 Comment 3 - Instagram 27:25 Question 6 - YT - Interest rate to be fixed 27:36 Answer 6 - Barbara Mundell 28:28 Comment 4 - Facebook - Credit score bad even after debt settled. What to do? 28:36 Answer Comment 6 - Barbara Mundell 30:46 Comment 5 - IG - How do I improve my finance and credit score as a teenager? 31:25 Answer Comment 5 - Barbara Mundell 32:13 Comment 6 - Facebook - What is the importance of keeping the installment as is? 32:28 Answer Comment 6 - Barbara Mundell 33:27 Comment 7 - Finance looks at 3 areas 36:16 Comment 8 - Can one get a tax number from outside the country? 36:20 Comment Answer - Barbara Mundell 36:45 Question 5 - How long does it take to get feedback from the seller once you get the OTP [Offer To Purchase] 36:55 Answer - Barbara Mundell 37:32 Comment 9 - YouTube - Credit card payments 37:45 Comment Answer 9 - Barbara Mundell 38:16 Comment 10 - Advice on a cash property purchase? 38:26 Answer Comment 10 - Barbara Mundell 39:51 Comment 11 - IG - Bond reject after settled debt? What to do? 40:12 Answer Comment 11 - Barbara Mundell 41:36 Final Tips - Barbara Mundell 42:00 Closing Remarks - Zama

Mikateko Mtsetweni, member of the SAICA Northern Region Tax committee

Tax Notes International contributing editor Nana Ama Sarfo talks with Virginia La Torre Jeker, a U.S. tax attorney based in Dubai, about establishing her tax practice abroad, the challenge of balancing family life with career, and recent international tax issues.For additional coverage, read these articles in Tax Notes:Conquering Hong Kong and Dubai: A Conversation With Virginia La Torre JekerWhen Sharia and U.S. Tax Law Collide***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Faye McCrayShowrunner: Paige JonesAudio Engineers: Derek Squires, Jordan ParrishGuest Relations: Nicole White

In today's episode, we are doing things a little differently! AGAIN! We have TWO guests: my friend, Derrek Trickel, and his friend, Terry Whitener, to talk about their jobs as Tax Practitioners. We discuss what kind of people are suited to become practitioners, how taxes are easier than people think, the role of A.I. on the future of the profession, how the COVID-19 changes are affecting people, how the tax code affects the marijuana industry in California, as well as demystifying some misconceptions about the IRS and taxes. If you would like to know more information or find an organization near you, check out the National Association of Tax Professionals, or the National Association of Enrolled Agents. Look for an Enrolled Agent (EA) or Certified Public Accountant (CPA) course near you to start practicing! If you have specific questions, you can contact Derrek on Instagram @11dtrick. For questions, comments, concerns, or support, follow the podcast on Instagram @the_get_rich_podcast, or email me at thegetrichpod@gmail.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

This webinar focused on thoughts and advice on building a business and brand in the COVID-19 era. 5 great panelists including: Karen Firsel, TV Personality and Founder of Cake Jar Nation Reem Nouh, SVP of Marketing at Adams & Knight Matt Silver, Partner & Senior Broker at Corcoran Urban Real Estate Jeff Badu, Tax Practitioner […]

In this episode with Tax Practitioner and KeyPoint Consulting owner Bernice Asirifi, you'll learn about why it's so important to learn how to be comfortable communicating about your income when it comes to taxes. We talk about remotely filing taxes, how not to be seduced by people claiming to get you a "huge return," and why you don't want to get sloppy on reporting income if you're an entrepreneur. 

At the 2019 Kansas Tax Practitioner Symposium (sponsored by the Kansas Chapter of the National Association of Tax Professionals), several departments from the IRS gave updates on their programs.  This episode focuses on the Taxpayer Advocate Service and Field Collection.  Pt. 3 (of 3).

At the 2019 Kansas Tax Practitioner Symposium (sponsored by the Kansas Chapter of the National Association of Tax Professionals), several departments from the IRS gave updates on their programs.  This episode focuses on Stakeholder Liaison, Identity Theft, and Field Examination.  Pt. 2 (of 3).

At the 2019 Kansas Tax Practitioner Symposium (sponsored by the Kansas Chapter of the National Association of Tax Professionals), several departments from the IRS gave updates on their programs.  This episode focuses on Criminal Investigation and Appeals (both Examination and Collection Appeals).  Pt. 1 (of 3).

Jeff Badu, CPA Tax Practitioner at Badu Tax Services, LLC is interviewed in this episode. Badu Tax Services, LLC is a tax firm that offers a comprehensive set of tax services including tax preparation, tax planning, and tax representation. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support

This episode features Jeff Badu. Jeff is a Tax Practitioner, a business management consultant, property tax consultant, investor, and Treasurer for the National Association of Black Accountants (NABA). Here they talk about Jeff’s rough youth and involvement with street gangs, his trips back to Ghana, and how he overcame adversity to be the successful business leader he is today.

This episode features Jeff Badu. Jeff is a Tax Practitioner, a business management consultant, property tax consultant, investor, and Treasurer for the National Association of Black Accountants (NABA). Here they talk about Jeff’s rough youth and involvement with street gangs, his trips back to Ghana, and how he overcame adversity to be the successful business leader he is today.

This episode features Jeff Badu. Jeff is a Tax Practitioner, a business management consultant, property tax consultant, investor, and Treasurer for the National Association of Black Accountants (NABA). Here they talk about Jeff’s rough youth and involvement with street gangs, his trips back to Ghana, and how he overcame adversity to be the successful business leader he is today.

2 years in the making... and we finally get to introduce PROpulsion, the Financial Professional's catalyst to exponential growth.In Episode 0, Francois du Toit introduces the new show to all driven and ambitious Financial Professionals. He talks about the reason for the new podcast, who it is aimed at, the PROpulsion mission, the format, guests, and how it came about that he finally took action to start the podcast.Visit propulsion.co.za for more and to subscribe to our podcast.

How does one register as a tax practitioner? Here is Ian Taylor, the Chair of the TPB to walk you through the process.

How does one register as a tax practitioner? Here is Ian Taylor, the Chair of the TPB to walk you through the process.