Spidell’s Federal Tax Minute

Podcast: Solving Form 1099-K matching problems
Monday, May 12th, 2025
Podcast: Expanded features of the IRS’s individual tax account tool
Friday, May 2nd, 2025
Podcast: Recent Social Security updates
Monday, April 28th, 2025
Podcast: Tax legislation aims to improve IRS services
Friday, April 18th, 2025
Podcast: Proposed regulations would update Circular 230
Monday, January 27th, 2025
Podcast: Taxpayer assistance under the Federal Disaster Tax Relief Act of 2023
Friday, January 17th, 2025
Podcast: Filing season update
Friday, January 10th, 2025
Podcast: IRS provides limited relief for crypto investors
Monday, January 6th, 2025
Podcast: Functionality of IRS’s Business Tax Account tool continues to expand
Monday, December 30th, 2024
Podcast: Considerations following the beneficial ownership reporting suspension
Monday, December 23rd, 2024
Podcast: New IRS form for making an IRC §83(b) election
Monday, December 16th, 2024
Podcast: Clean Vehicle Credits: Be sure to ask clients for their dealer report
Monday, December 9th, 2024
Podcast: President Trump’s tax proposals
Monday, December 2nd, 2024
Podcast: Understanding the portability nature of an HSA
Monday, November 25th, 2024
Podcast: Tax benefits for military members
Monday, November 18th, 2024
Podcast: When are legal fees deductible on Form 1040?
Thursday, November 7th, 2024
Podcast: Things to consider when choosing a trustee
Monday, November 4th, 2024
Podcast: Continuing care retirement communities and medical expenses
Monday, October 28th, 2024
Podcast: Wealth planning with intrafamily loans
Thursday, October 17th, 2024
Podcast: New Form 7217 for reporting property distributed by partnerships
Friday, October 11th, 2024
Podcast: The risks of a compromised CAF number
Friday, October 4th, 2024
Podcast: Large company exemption from beneficial ownership reporting mandate
Monday, September 30th, 2024
Podcast: SECURE 2.0 Act provisions that may affect Form W-2
Monday, September 23rd, 2024
Podcast: Know when a private collection agency call is legitimate
Thursday, September 12th, 2024
Podcast: Inherited Roth IRA accounts and RMDs
Monday, September 9th, 2024
Podcast: Registration tips when using the IRS’s IRIS portal
Friday, August 30th, 2024
Podcast: When to file MFS versus MFJ
Monday, August 26th, 2024
Podcast: Multifactor authentication is a requirement for tax professionals
Thursday, August 15th, 2024
Podcast: The varied uses of Form 2553
Monday, August 12th, 2024
Podcast: Tricks and traps of the credit for electric and hybrid vehicles
Monday, August 5th, 2024
Podcast: Understanding the mega back-door Roth strategy
Monday, July 29th, 2024
Podcast: Update on digital asset reporting
Monday, July 22nd, 2024
Podcast: Planning for Roth SEP and SIMPLE IRAs
Friday, July 12th, 2024
Podcast: Investing for young adults
Monday, July 8th, 2024
Podcast: Social Security simplifies the disability evaluation process
Monday, July 1st, 2024
Podcast: Final regulations released for increased clean energy project benefits
Monday, June 24th, 2024
Podcast: Limited partner self-employment tax back in the courts
Monday, June 17th, 2024
Podcast: New Energy Efficient Home Credit
Monday, June 10th, 2024
Podcast: Solar panel payments and property taxes
Monday, June 3rd, 2024
Podcast: Know when a private collection agency call is legitimate
Thursday, May 23rd, 2024
Podcast: Repaying Social Security benefit overpayments
Monday, May 20th, 2024
Podcast: When do you need to file an amended income tax return?
Monday, May 13th, 2024
Podcast: Homeowners association dues and assessments
Monday, May 6th, 2024
Podcast: Understanding Form 1098-Q
Monday, April 29th, 2024
Podcast: ERC relief still available beyond the Voluntary Disclosure Program
Friday, April 19th, 2024
Podcast: The basics of restricted stock units (RSUs)
Monday, January 29th, 2024
Podcast: Tax deal funded by ERC claimant and promoter penalties and limiting new applications
Monday, January 22nd, 2024
Podcast: Register now to e-file 1099s with the IRS
Friday, January 12th, 2024
Podcast: IRS business tax account system expanded
Monday, January 8th, 2024
Podcast: The basics of §529 plans
Friday, December 29th, 2023
Podcast: When are limited partners subject to self-employment tax?
Thursday, December 21st, 2023
Podcast: Clean vehicle credits available through dealerships
Monday, December 18th, 2023
Podcast: Interplay and overlap of 1099-Ks and 1099-NECs
Friday, December 8th, 2023
Podcast: Beneficial ownership reporting requirement is approaching
Monday, December 4th, 2023
Podcast: Using a durable power of attorney for tax matters
Wednesday, November 22nd, 2023
Podcast: Year-end considerations for HSAs and FSAs
Monday, November 20th, 2023
Podcast: Harvesting capital gains and losses
Monday, November 13th, 2023
Podcast: Understanding the basics of reverse mortgages
Monday, November 6th, 2023
Podcast: Small estates get second bite at the portability election apple
Monday, October 30th, 2023
Podcast: IRS Tax Pro Account features update
Monday, October 23rd, 2023
Podcast: Clean vehicle credit guidance issued
Monday, October 16th, 2023
Podcast: Gift tax return questions answered
Friday, October 6th, 2023
Podcast: Planning ahead for sunsetting TCJA provisions
Monday, October 2nd, 2023
Podcast: Long-awaited guidance issued on IRC §174 research expenses
Monday, September 25th, 2023
Podcast: CPAR partnerships: consider electing out if you can
Monday, September 18th, 2023
Podcast: New Form 1099-DA is coming
Monday, September 11th, 2023
Podcast: E-file requirement applies to Form 8300 for reporting cash payments over $10,000
Friday, September 1st, 2023
Podcast: Kiddie tax planning to reduce unearned income
Monday, August 28th, 2023
Podcast: Student loan repayments under the new SAVE plan
Monday, August 21st, 2023
Podcast: Don’t wait to register with IRS’s IRIS portal
Monday, August 14th, 2023
Podcast: Using the mega backdoor Roth strategy
Monday, August 7th, 2023
Podcast: The five-year rule for Roth IRA contributions and payouts
Monday, July 31st, 2023
Podcast: Income versus self-employment tax reporting for minister’s housing allowance
Wednesday, July 19th, 2023
Podcast: Are you ready for Employee Retention Credit audits?
Monday, July 17th, 2023
Podcast: When to avoid §1031 treatment
Monday, July 10th, 2023
Podcast: When does collaboration become a partnership?
Monday, July 3rd, 2023
Podcast: Solar energy credits for residential and business
Monday, June 26th, 2023
Podcast: Are you claiming the right §199A deductions for self-rentals?
Friday, June 16th, 2023
Podcast: Using Form 5498 for planning opportunities
Monday, June 12th, 2023
Podcast: Catch-up contributions to employer-sponsored retirement plans
Friday, June 2nd, 2023
Podcast: Do you have to file an FBAR for a foreign retirement plan?
Friday, May 26th, 2023
Podcast: The basics of restricted stock units
Monday, May 22nd, 2023
Podcast: Deductibility of certain medical costs
Monday, May 15th, 2023
Podcast: Considerations when choosing a trustee
Monday, May 8th, 2023
Podcast: New beneficial ownership reporting will affect millions of entities
Monday, May 1st, 2023
Podcast: Navigating the clean vehicle credits maze
Monday, April 24th, 2023
Podcast: Solar tax incentives expanded under IRA ’22
Monday, January 30th, 2023
Podcast: Incentive stock options: the basics
Monday, January 23rd, 2023
Podcast: IRS issues guidance on new Clean Vehicle Credit
Monday, January 16th, 2023
Podcast: SECURE 2.0 Act provisions going into effect in 2023
Monday, January 9th, 2023
Podcast: SECURE 2.0 allows for §529 plan rollovers to Roth accounts
Friday, December 30th, 2022
Podcast: MFS versus MFJ: a primer
Friday, December 23rd, 2022
Podcast: Simplified accounting method change available for research expenses
Monday, December 19th, 2022
Podcast: Schedule K-2/K-3 domestic partnership exemption expanded and revised
Monday, December 12th, 2022
Podcast: IRS’s new online 1099 filing system on track to launch
Monday, December 5th, 2022
Podcast: Consider these year-end tax planning moves
Monday, November 28th, 2022
Podcast: IRS provides relief from proposed required minimum distribution rules
Monday, November 21st, 2022
Podcast: Making a timely estate tax portability election
Monday, November 14th, 2022
Pocast: Remember new R&D deduction rules when planning fourth quarter estimates
Monday, November 7th, 2022
Podcast: Draft form instructions provide welcome K-2/K-3 filing relief
Monday, October 31st, 2022
Podcast: Large cost of living adjustment for Social Security announced
Friday, October 21st, 2022
Podcast: Final regulations expand eligibility for Premium Tax Credits
Monday, October 17th, 2022
Podcast: Excess IRA contributions and the excise tax
Friday, October 7th, 2022
Podcast: IRS sending employer health insurance mandate letters
Thursday, September 29th, 2022
Podcast: §121 exclusion limited when vacation or rental property converted to personal residence
Monday, September 26th, 2022
Podcast: Interest is growing in Series I bonds
Friday, September 16th, 2022
Podcast: Superseding returns just got easier to file
Wednesday, September 7th, 2022
Podcast: SECURE Act brings big changes to inherited IRAs
Friday, September 2nd, 2022
Podcast: Student Loan Debt Relief Plan
Monday, August 29th, 2022
Podcast: Filing guidance coming for Schedules K-2 and K-3
Friday, August 19th, 2022
Podcast: Key incentives in the Inflation Reduction Act of 2022
Monday, August 15th, 2022
Podcast: Internet company start-up expenses
Monday, August 8th, 2022
Podcast: Tax considerations for college athletes with name, image, and likeness income
Friday, July 29th, 2022
Podcast: Wealth planning with intrafamily loans
Friday, July 22nd, 2022
Podcast: §1031 exchange considerations
Monday, July 18th, 2022
Podcast: Tax strategies for cryptocurrency losses
Friday, July 8th, 2022
Podcast: Tax rules for short-term rentals
Friday, July 1st, 2022
Podcast: Proposed Secure Act 2.0 legislation
Monday, June 27th, 2022
Podcast: Paying employees in cryptocurrency
Thursday, June 16th, 2022
Podcast: Home office expense FAQs
Friday, June 10th, 2022
Podcast: Pitfalls of holding property in a corporation
Friday, June 3rd, 2022
Podcast: RMD proposed regulations raise major questions
Friday, May 27th, 2022
Podcast: IRS limits relief for large gifts prior to estate tax exclusion dropping
Friday, May 20th, 2022
Podcast: Update on expanded cryptocurrency reporting requirements
Friday, May 13th, 2022
Podcast: Amending returns to take the Employee Retention Credit
Friday, May 6th, 2022
Podcast: Filing new Schedules K-2 and K-3
Monday, May 2nd, 2022
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