Skip to main content

Ed Zollars - Insurers update BOI guidance

February 19, 2024

Stay up to date on federal tax developments with this weekly tax webinar by Ed Zollars, CPA-AZ:

  • Insurers updating their advice on BOI engagements
  • SALT cap 2023 increase bill fails on a procedural vote in the House
  • Jury finds taxpayer did not willfully fail to file FBAR reports
  • IRS takes position third party payors liable for ERC refund repayment in addition to common law employers
  • IRS sending out CP271 “soft letters” to those with open ERC refund claims
  • S corporation has a failure of 9 trusts receiving shares from decedent
  • Taxpayer unsuccessfully argues she only should pay taxes on social security actually received

Federal Tax Updates 02/19/24

2024-02-19 Insurers Update BOI Guidance from Kaplan Accounting CE on Vimeo.