Note: TaxMama’s Tax Roundtable is a monthly live discussion open to all TaxMama Family Members and above, and all TaxMama’s EA Exam and Solving the Tax Puzzle Students. Don’t you wish you were here?
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REPLAY today’s session below – you can listen and SEE the session and forms.
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Today’s topics included:
–- IRA to Charity update
–- PTIN
–- Doctors getting 1099s that are not correct
-– Mechanics of working with client on OIC – and reasonable fees.
-– FTC rules about retainers
-– Moving expenses when you move to another country
-– Helping clients get a refund
— EA exam testing questions
* And more
Replay File
MP3 file
