Accountable
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/.
The views depicted in this podcast are for informational purposes only, are general in nature, and are not intended to and should not be relied upon or construed as a financial plan or financial/investment advice regarding any specific issue or factual circumstance.
David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC, offers tax preparation services through Peters Tax Preparation & Consulting, PC. and provides insurance services through David Peters Insurance Agency LLC. Peters Professional Education LLC, Peters Financial LLC, Peters Tax Preparation & Consulting, PC and David Peters Insurance Agency LLC are not affiliated.
Accountable
Will This Tax Season Be Taxing? with Bill Harden
Buckle up: It’s tax season. So what better time to explore all things tax?
On this episode, David is joined by Bill Harden, Associate Professor at the Joseph M. Bryan School of Business and Economics at the University of North Carolina, Greensboro. With over 30 years of experience, he’s become an expert on individual and corporate tax — and so much more.
Episode Highlights
- Is 2023 really what some people are calling a ‘light tax season’? (06:30)
- Secure 2 and confusing start dates (09:20)
- The 4-1-1 on Green Energy and Green Vehicle Credits (11:28)
- Required Minimum Distributions (23:17)
- Virtual currency (33:10)
- Employee Retention Credit (42:00)
- Beneficial Ownership Information Reporting (54:50)