Beste FTB Podcasts (2024)

This week we’re covering what it means to be doing business in California for the purposes of filing returns and paying the annual or minimum franchise tax.

1
EDD is auditing loan-out corporations 5:00

Play Pause

2M ago5:00

5:00

This week, we’re discussing the use of loan-out corporations, which are in the crosshairs of the EDD for AB 5 purposes.

1
Real estate withholding and trusts 4:36

3M ago4:36

4:36

This week we’re covering how real estate withholding is reported when the property is owned by a trust.

1
California tax rates: what’s included? 4:54

3M ago4:54

4:54

This week we’re talking about what factors into a taxpayer’s tax rate and how it can add up.

1
FTB has started its annual outreach letter campaign 3:44

3M ago3:44

3:44

This week, we’re covering the FTB’s annual outreach campaign to certain taxpayers who filed Schedule A and Schedule C.

1
Worker classification and tax professionals 4:08

3M ago4:08

4:08

This week we’re covering when a tax professional may be classified as an employee versus an independent contractor, and exemptions from the application of the ABC test to tax professionals.

1
Be ready to make the June 17 passthrough entity tax prepayment 4:33

4M ago4:33

4:33

This week we’re covering some things to keep in mind about making the June 17 passthrough entity elective tax prepayment.

1
MyFTB multi-factor authentication coming soon 4:14

4M ago4:14

4:14

This week we’re discussing the FTB’s new multi-factor authentication process for MyFTB Accounts.

1
Are your clients just receiving 2022 LLC fee late-payment notices? 4:42

4M ago4:42

4:42

This week we’re covering LLC fee late-payment notices for 2022 that some taxpayers have only recently received.

1
Property tax increases for partial transfers 4:11

4M ago4:11

4:11

This week we’re talking about property tax increases for partial transfers of property.

1
Tax treatment of CalPERS long-term care premium settlement 3:43

4M ago3:43

3:43

This week we’re covering the tax treatment of CalPERS long-term care premium settlement payments.

1
Income Booster: It’s a game changer 19:47

5M ago19:47

19:47

Are you ready to help your clients take on affordability? Derek Adams, National Account Lead is joined by Jen Lloyd, Head of Products and Propositions and Andy Charalambous, BDM as they key into why Income Booster (aka JBSP) can be a game changer for your first time buyers and people struggling to get back onto the ladder.…

1
Bill would ease passthrough entity tax prepayment requirement 4:41

5M ago4:41

4:41

This week we’re covering a bill that has been introduced which would allow entities to make a passthrough entity tax election even if they didn’t make a June 15 prepayment.

1
New Build: Skipton Talks with Mortgage Strategy: Exploring Trends and Challenges in the Housing Market – Mortgage Strategy 33:27

6M ago33:27

33:27

Join host Kimberley Dondo on Skipton Talks with Mortgage Strategy as she delves into the latest trends and challenges in the housing market with guests Jonathan Evans from Skipton Building Society for Intermediaries and John Doughty from Just Mortgages. From market trends to first-time buyers’ needs and innovation in government schemes and lender p…

1
LLC filing essentials: what every tax pro needs to know 4:31

8M ago4:31

4:31

This week we’re covering what a tax professional needs to know about LLC filing requirements.

1
Improvements made to MyFTB account 4:33

8M ago4:33

4:33

This week we’re covering some enhancements to the MyFTB account system that have improved and streamlined the user experience.

1
FTB is going after out-of-state preparers 5:21

8M ago5:21

5:21

This week, we’re covering the requirement for a nonresident sole proprietor to pay California tax on income received from California.

1
Key nonconformity issues for 2023 returns 4:11

8M ago4:11

4:11

This week we’re covering some key California nonconformity issues for 2023 returns.

1
Watch out for these common filing season traps 4:45

8M ago4:45

4:45

This week we’re covering some filing season traps that taxpayers can fall into, and what to watch out for to avoid these costly mistakes.

1
How to become a California nonresident 3:25

9M ago3:25

3:25

This week we’re covering what a taxpayer moving out of California needs to do to break ties with the state and actually become a nonresident.

1
Passthrough entities have until end of year to maximize federal tax benefits of elective tax 4:19

9M ago4:19

4:19

This week we’re covering why a passthrough entity that made the passthrough entity tax election may want to pay the remainder of the tax by December 31.

1
Some older POA declarations set to expire December 31, 2023 3:59

9M ago3:59

3:59

This week we’re covering some older Power of Attorney declarations set to expire at the end of this year, and how to see which declarations are affected in MyFTB.

1
Annual tax exemption expiring in 2024 for certain entities 4:34

9M ago4:34

4:34

This week we’re covering the expiration of the temporary exemption for the $800 annual tax that’s available for new LPs, LLCs, and LLPs.

1
Splitting refunds when taxpayers divorce 4:01

10M ago4:01

4:01

This week, we’re covering tips for splitting refunds when taxpayers divorce.

1
Green: Skipton Talks with Mortgage Strategy: Mortgage Revolution Green Innovations Inclusion Insights/ 26:49

10M ago26:49

26:49

Join Kimberley Dondo, digital content manager at Mortgage Strategy, in an engaging discussion on the latest episode of Skipton Talks with Mortgage Strategy. She's joined by Lucy Lewis, National Accounts Lead at Skipton, and Robert Sinclair, CEO at AMI. Discover insights into lender innovation and its impact on first-time buyers, along with Skipton’…

1
California conformity/nonconformity to the SECURE 2.0 Act 4:37

10M ago4:37

4:37

This week we’re covering California conformity and nonconformity to various SECURE 2.0 Act provisions.

1
Verifying estimated tax payments with the FTB 4:50

10M ago4:50

4:50

This week we’re covering some things to keep in mind when verifying estimated tax payments with the FTB.

1
One-time penalty abatement implemented 3:19

10M ago3:19

3:19

This week we’re covering the FTB’s new one-time penalty abatement provision, which goes into effect for tax years beginning on or after January 1, 2022.

1
California tax basis capital account reporting is coming 4:34

11M ago4:34

4:34

This week we’re covering California’s tax basis capital account reporting requirement, which goes into effect after a two-year delay.

1
Avoid unclaimed property fines: get into compliance 3:53

11M ago3:53

3:53

This week we’re covering the Unclaimed Property Voluntary Compliance Program to help businesses come into compliance with the unclaimed property reporting requirements.

1
How gross income from tiered LLCs impacts the LLC fee 3:57

11M ago3:57

3:57

This week we’re covering how gross income from tiered LLCs impacts the LLC fee calculation.

1
California LLC electing S corporation treatment 4:33

11M ago4:33

4:33

This week we’re covering some issues that an LLC may face when it elects to be treated as an S corporation, and what the best course of action is.

1
FTB: Skipton Talks with Mortgage Introducer: Maximising opportunities for first time-buyers 24:45

11M ago24:45

24:45

Listen to the podcast from MI Talk with Jen Lloyd Head of Mortgage Products and Proposition at Skipton and James Kinns New Build Director at the Mortgage Store delve into what buying a home looks like in 2023, the options available to first time buyers, and what the future holds. There’s never been a tougher time to be a first-time home buyer. With…