The Cleared Diagnostics Tax CPA Success Show

By: Summit CPA Group
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  • Summary

  • As you're scaling your firm to be more Virtual CFO driven, you still want to provide your clients with the most up to date tax advice, right? Do you feel it’s getting harder and harder to stay on top of it all? If so, tune into The Cleared Diagnostics Tax CPA Success Show, where Dave Danic, Director of Tax Services at Summit CPA Group, now A Division of Anders CPAs + Advisors, shares what’s going on in the tax world. Learn from Dave, host Tom Wadelton, and other special guests as they share updates on current tax law and operational stories from the tax practice of the leading Virtual CFO firm in North America.
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Economics Leadership Management Political Science
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Episodes
  • Employee Retention Credit with Randy Crabtree

    Employee Retention Credit with Randy Crabtree
    Mar 2 2022

    "It's not everybody qualifies and I'll say that a hundred times today. Maybe not a hundred, because I hear people being promised, these credits that don't exist. Now, that being said, there's plenty of taxpayers that qualify for this that have not taken advantage of it yet" - Randy Crabtree

    The finer details of this episode :

    • Who is Randy Crabtree and what does Tri-Merit Specialty Tax Professionals do?
    • What is the Employee Retention Credit (ERC)?
    • How do you qualify for an ERC?

    Episode resources

    • Summit CPA website - www.summitcpa.net
    • Email us with questions - tax@summitcpa.net 
    • Email Randy Crabtree - Randy.Crabtree@tri-merit.com
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    22 mins
  • R&D Tax Credit

    R&D Tax Credit
    Jan 18 2022

    "Sometimes CPAs get a little nervous or apprehensive because they're fully understanding what the research credit is about, how to claim it. So they're skeptical about how they want to prepare it or present it on return... So having another (party who) specializes in research credit services is very helpful because we're able to help the CPAs help their clients, which is basically the same goal that we all have in mind. Trying to get bigger amounts of credits for our clients, but we work together. So there's really no competition." - Jen Bolton

    The finer details of this episode :

    • What is an R&D Tax Credit?
    • What are the new rules that applies to the R&D Tax Credit?
    • How do you know what qualifies for an R&D Tax Credit?
    • Advantages of partnering with firms like Leyton, that specialize in R&D Tax Credit

    Episode resources

    • Summit CPA website - www.summitcpa.net
    • Email us with questions - tax@summitcpa.net 
    • Leyton website - www.leyton.com
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    34 mins
  • Backdoor Roth IRA

    Backdoor Roth IRA
    Jan 4 2022

    "And that's what financial planning is all about. (And) My strategy is little bit here, little bit there, you know, if, if everyone just had a strategy to - say, 'I'm going to eliminate a hundred thousand dollars of taxes', everyone would do it. Now, It's just taking little strategies and piecing them together to build wealth and save tax."- Dave Danic

    The finer details of this episode :

    • What is the BackDoor Roth IRA?
    • How does this  impact our taxes?
    • What should you do to make the most of the BackDoor Roth IRA?

    Episode resources

    • Summit CPA website - www.summitcpa.net
    • Email us with questions - tax@summitcpa.net 
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    13 mins

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